Au, Revoir, System-on-Chip
BUYSIDE Magazine, May 2004
The SoC chip business is headed into extinction due to rising design costs, difficultly in CMOS scaling at below .13 micron and the move to consumer-like with non-spousal approval price points.

Consumer Behavior Infects The IC Market
Electronic Business, May 2004
You need to identify how you now create value, growth and profit.

The Recovery Is Here, So Where's The Profit?
Solid State Technology, April 2004
Two things are constant in the semiconductor industry - change and cycles. So we've just exited the “nuclear winter” of cycles, so should you continue to hold onto Moore's Law?

New Opportunity In The Value Chain
MEPTEC Report, First Quarter 2004
(Attached file name MEPTEC Q12004.pdf)
Why do they call assembly, test and packaging the Back End? Everything is based on amortizing more volume over a fixed cost base. Value migrates forward to IC companies and EMS. So can SiP bring new value to SATS?

Leopard's Sweet Spot
Targeting the gap between FPGAs and ASICs, Leopard Logic has a lot of competition
Electronic Business, February 2004 (Quoted Source)
Leopard Logic has an interesting twist providing value as design costs and time to market impact the ASIC business model. PS don't call Leopard a structured ASIC!

How to Find New Value in a Changing Market: Solutions for the Radical Shifts at the OEM and EMS Written by D-Side Advisors for the FSA (Part 4 of 4)

How IC Firms can Profit in a Global Supply Chain
Written by D-Side Advisors for the FSA (Part 3 of 4)

“Where's the Profit in WiFi?” Wi-Fi represents the next great opportunity in broadband networks. Hardware OEMs, application developers and service providers are sure to profit, while semiconductor companies may find profits elusive.

“New Rules for Profitability: Today’s Market Realities Require New Models and Rules” Written by D-Side Advisors for FSA (Part 2 of 4)

“Can You Continue to Profit by Moore’s Law?” Written by D-Side Advisors for FSA (Part 1 of 4)