Just Kidding: The Semiconductor Market is Actually Reintegrating

I can remember back to 1995 and the first time I heard Joe Costello at Cadence speak publicly about the “disaggregation of the supply chain”.  Disaggregation? Was that even a word in Webster’s Dictionary?  It didn’t matter because, like many other concepts championed by Joe, it was the word every journalist and analyst in the semiconductor [...]