Semiconductor companies are in denial about potentially losing their biggest customers

The world is experiencing a multi-trillion-dollar shift in the semiconductor industry. The semiconductor revolution has enabled much of the technological progress we have witnessed over the past 50 years.

So here is the multi-trillion dollar shift: big tech and the other major semiconductor buyers are designing more and more of their own semiconductors in-house, rather than pad high margins at the fabless semis. Many other major tech companies design more of their own chips, including Alphabet, Meta Platforms, Microsoft and Amazon.com AMZN, -4.03%.

But as the recent Apple/Qualcomm deal makes abundantly clear, switching to in-house chip design isn’t easy. What is preventing Apple from leaving Qualcomm? It has to do with the factors in a decision to design chips in-house versus using a third party. There are at least five considerations that a chip buyer analyzes:

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Semiconductor companies are in denial about this sea-change with their biggest customersMakers of computers, smartphones and other products are designing semiconductor chips in-house.
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2 Charts That Show Semiconductor Stocks Are Poised to DropThe S&P Semiconductors Select Industry Index has topped both price-wise and on a relative basis. That bodes poorly for the sector.
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