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Coopetition is a business strategy that combines competition and cooperation. In the semiconductor industry, coopetition can take many forms, such as:
Joint Ventures: Collaborate to develop a new product or technology.
Alliance: Resources or expertise sharing to achieve a common goal.
Open Source: Contribute to open-source software and hardware.
Standards: Work together to develop industry standards that can speed up the adoption of new technologies.
Coopetition can be a beneficial strategy for the semiconductor industry because it can help to:
Cost: Sharing resources and expertise can create common grounds for managing increasing costs.
Innovation: Companies can share ideas and knowledge by working together, leading to innovations.
Market Access: By cooperating, companies can access new markets and customers.
Competition: Coopetition strengthens the semiconductor industry and makes it more competitive.
Over the last few years, coopetition has increased around the semiconductor industry. It shows how semiconductor-dependent companies align their business to what works best for the market.
Some of the examples of coopetition are from the semiconductor industry:
TSMC, Bosch, Infineon, And NXP Jointly Invest In European Semiconductor Manufacturing Company (ESMC).
Bosch, Infineon, Nordic, NXP, And Qualcomm Jointly Invest In A Company Aimed At Advancing The Adoption Of RISC-V Globally By Enabling Next-Generation Hardware Development.
Mediatek Partners With NVIDIA To Provide Full-Scale Product Roadmap To The Automotive Industry.
NVIDIA, ASML, TSMC, And Synopsys Set Foundation For Next-Generation Chip Manufacturing.
Apple Announces Multibillion-Dollar Deal With Broadcom For Components Made In The USA.
Qualcomm Announces Multi-Year Collaboration With Sony To Deliver Next Generation Smartphones.
Qualcomm Collaborates With Hyundai Motor Group On Purpose-Built Vehicle Infotainment.
Intel, Ericsson Expand Collaboration To Advance Next-Gen Optimized 5G Infrastructure.
Synopsys And Samsung Foundry Deepen Collaboration To Accelerate Multi-Die System Design For Advanced Samsung Processes.
Synopsys And Arm Strengthen Collaboration For Faster Bring-Up Of Next-Generation Mobile SoC Designs On The Most Advanced Nodes.
Synopsys And Samsung Collaborate To Deliver Broad IP Portfolio Across All Advanced Samsung Foundry Processes.
Cadence Extends Collaboration With TSMC And Microsoft To Advance Giga-Scale Physical Verification In The Cloud.
Intel And ASML Strengthen Their Collaboration To Drive High-NA Into Manufacturing In 2025.
Imec And ASML Sign Memorandum Of Understanding (MoU) To Support Semiconductor Research And Sustainable Innovation In Europe.
AMD And Qualcomm Collaborate To Optimize Fast Connect Connectivity Solutions For AMD Ryzen Processors.And, The List Goes On….
However, coopetition can also be challenging, requiring companies to balance their competitive and cooperative interests. It is essential for companies to carefully consider the risks and benefits of coopetition before entering into a coopetition arrangement.
Nevertheless, as the semiconductor industry evolves around the AI and More Than Moore strategy, one can expect to see even more coopetition arrangements.
