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Gloria Kee from Model N talks all things semiconductors!
Semiconductor manufacturing is its own little special corner in the vast manufacturing edifice. It was definitely informative to hear from Gloria Kee, VP of product management at Model N, part of Vista Equity Partners and a revenue optimization and compliance advisory firm serving pharmaceutical, medtech, and high-tech innovators. She brought us the latest and greatest of the history of semiconductor production, what's hot now in the sector, and what to look for down the road.
Here are some highlights:
2:10 - the history of the semiconductor industry
4:00 - why semiconductor production mostly went offshore from America
5:00 - Taiwan - TSMC holds the most proprietary and advanced chips on the market
6:40 - the CHIPS and Science Act and its effects
10:00 - the workforce and talent challenges
12:00 - the "silver tsunami" and how it affects chipmaking ("pass the torch")
15:45 - the race to innovate
16:45 - the Chinese response
It was fascinating to learn from Gloria that, as very different as chipmaking is from most mainstream manufacturing, many of the same challenge and opportunities exist there as do in the rest of industry.
There's a whole lot more to learn, so tune in for the whole show!
If you like it, don't just hit the like button and the subscribe - leave your comments, and share this episode on your social media! And text your friends that they HAVE to watch it!
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