Semiconductor

This is a placeholder. Replace the body of this file with the existing semiconductor cluster draft. The frontmatter above already conforms to the schema; everything below the --- is yours to overwrite.

What this cluster is

Two- to three-paragraph plain-language overview. Written without any Citrix framing — the test is that this section should be credible if shown to a peer Director at a non-Citrix company.

Value chain

The hand-built React value-chain diagram drops in here. Reference it as an imported component once migrated, e.g.:

import ValueChain from '../../diagrams/semiconductor-value-chain.jsx';
<ValueChain client:load />

Players & structure

Who matters in this space — your accounts plus key non-customer players for context. Equipment vendors (KLA, AMAT, Lam, ASML), foundries (TSMC, Samsung, GlobalFoundries, Intel Foundry), fabless designers (Nvidia, AMD, Qualcomm, Broadcom), IDMs (Micron, TI, Intel), materials (Air Products, DuPont, FUJIFILM).

Trends

What’s changing in this cluster right now, with horizon labels.

• 1yr — near-term shifts already visible.
• 3yr — structural changes underway.
• 5yr — directional bets and second-order effects.

Regulations

Regulatory regime affecting the cluster. CHIPS Act funding strings; BIS export controls (deemed export, foreign-person access); EAR; ITAR where relevant. Each regulation gets a paragraph on what it requires and who it affects.

Glossary

Vocabulary specific to this cluster. EUV, GAA, HBM, advanced packaging, chiplet, foundry vs IDM vs fabless, deemed export, EAR99 vs ECCN-controlled.

Sources & further reading

Where this content came from. Pointers for deeper learning — books, analyst reports, primary regulatory documents, trade press.