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Silicon Renaissance
- The semiconductor industry is experiencing a resurgence, driven by machine learning and the rise of specialized chip makers.
- Startups and large companies are redrawing the lines of competition in this traditionally consolidated industry.
Company Histories
- Broadcom, originally a spin-off from HP, merged with Avago.
- Qualcomm, founded by Irwin Jacobs, capitalized on the network effect of cellular technology.
Commoditization and Consolidation
- The smartphone chip market is becoming commoditized, pushing companies to consolidate.
- This consolidation helps reduce R&D and manufacturing costs, enabling competition with vertically integrated handset makers.