industry-structure
3 free lessons tagged industry-structure across History. Each one is a short sequence of focused steps with narration and a five-question quiz at the end — take them in any order, no signup required.
The foundry model: how chipmaking split into designers and fabs
Why the semiconductor industry separated into fabless designers and a handful of contract manufacturers, the capital economics that drive relentless concentration, and the map of who actually makes the world's chips.
Concentration and risk: single points of failure
The geographic and corporate concentration of the chip supply chain expressed as engineering risk — single points of failure, the cost of redundancy, hedging strategies, and the customer-side concentration that mirrors the supply side. Structural analysis, not prediction.
The fab landscape: foundries, IDMs, and fabless firms
The three business models in chip manufacturing — fabless designer, pure-play foundry, integrated device manufacturer — and the capex, yield, and learning-curve forces that drove the leading edge into a small handful of firms.