The semiconductor industry is a fast-expanding market that presents certain valuation challenges with its unique industry characteristics.
Summary:
As the semiconductor industry expands, manufacturers face work in scenarios where costs for support infrastructure of older equipment reduce while productivity yields of new equipment increase as the industry expands. Imagine that the manufacturer has a facility that fabricates 100 mm fabs and 200 mm fabs, so how do you solve insurance valuations issues in such an environment.
Bonus: The PDF contains three challenging scenarios of insurance valuations and that were resolved by John Foord’s teams.