Merck KGaA Electronics CEO on Business Strategy
THE SO WHAT
When a materials and equipment supplier like Merck KGaA is talking strategy at Semicon Taiwan, it’s a reminder that semiconductor leverage is shifting further upstream—chemistry, specialty gases, and process IP are becoming as strategic as fab capacity. Chip-adjacent vendors should be mapping where they sit in this new stack and how exposed they are to node, geography, and customer concentration risk.
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