"How to Create Uncontested Market Space and Make the Competition Irrelevant -- Traditional corporate wisdom tells companies to fight it out between themselves to win greater market share. A brave new strategic direction is changing this. Instead of battling in the bloodied red waters of the existing market space, why not move to the pristine blue waters of previously untapped markets? Don't compete with rivals - make them irrelevant. INSEAD Professors W. Chan Kim and Ren�e Mauborgne outline an exciting new strategy framework, opening a fresh and vibrant way to earn strong profitable growth and win in the future."
The global semiconductor industry is experiencing a historic acceleration driven by surging investment in artificial intelligence (AI) infrastructure and computing power. According to the latest IDC worldwide market study, 2025 marks a defining year in which AI's pervasive impact reconfigures industry economics and propels record growth across the compute segment of the semiconductor market. Semiconductor Market Development IDC’s latest data reveals an insightful projection: The compute segment of the semiconductor market is on track to grow 36 percent in 2025, reaching $349 billion. This segment, which encompasses logic chips powering CPUs, GPUs, and AI accelerators, will sustain a robust 12 percent compound annual growth rate (CAGR) through 2030. These numbers underscore not only current momentum but a structural shift driven by large-scale adoption of AI workloads spanning cloud, edge, and on-premises deployment models. The scale of investment is unprecedented. As organizations ...