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Tyler Stutzman

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Articles by Tyler Stutzman

Beyond $1Trillion: Takeaways from SEMICON West 2026

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By Rohit Mathew, Tyler Stutzman, Istvan Kovacs
| simon-kucher.com
Redesigning growth in a fragmenting world Discover how decentralization is driving a shift from global scale to regional powerhouse, where local relevance and speed will determine advantage. Your destination for forward-thinking strategies, insights, and bold ideas that fuel real business growth. Navigate today’s complex world and achieve smarter, more sustainable success. Blog November 5, 2026 | min read Rational exuberance was the theme of the week at SEMICON West this year.
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Pricing at the point of innovation: Risk sharing and the new economics of semiconductor R&D

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By Rohit Mathew, Bhavin Manjee, Tyler Stutzman
| simon-kucher.com
Semiconductor R&D partnerships are changing where pricing power is created. Leaders today must structure shared-risk agreements without turning early design-in concessions into long-term margin leakage. The semiconductor industry is entering a new phase of innovation economics. Lengthening development cycles and exceptionally expensive capital investment requirements mean that the traditional model of unilateral, internalized R&D is under strain.
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