Semiconductors & Electronics

 Semiconductors and electronics sit underneath every aircraft, satellite, defence system and industrial machine. Supply security, export controls, long design-win cycles and materials dependencies turn them into a board-level concern well beyond the chip industry itself.

What this area covers

  • Chip supply & legacy nodes
    Why mature-node supply matters to aerospace and defence.
  • Export controls & geopolitics
    How controls are redrawing customer and supplier maps.
  • High-reliability electronics
    Space, defence and aerospace-grade components.
  • Commercial models
    Design wins, distribution and long-cycle revenue.

Questions leaders are asking

  • Why do design wins not equal revenue?
  • Which chip dependencies are critical for defence and space?
  • How are export controls changing go-to-market strategy?

Related areas

Altitude: The Executive Briefing

Selected intelligence for executives, investors and industry leaders, delivered periodically. 

Follow on LinkedIn