About

Infrastructure’s goal is to provide insight that enables clients to profit from our deep, broad knowledge of the electronics industry. We are an expert, independent resource for timely news, analysis, investment strategy and advisory services to those on the front lines of the worldwide semiconductor business, its end-to-end supply chain and related markets. These include flat panel display, communications, nanotechnology, alternative energy and specialty materials.

Since our founding in 1994, Infrastructure has delivered clear perspectives on the markets, technologies, trends and players in the global semiconductor industry—arguably one of the most complex and intense manufacturing efforts in the world. Recently, recognizing that other key technical industries are being influenced by and overlapping with much of the semiconductor industry, we have expanded our focus to keep pace with developments in those markets as well.

Infrastructure is privately held and is headquartered in Baileys Harbor, Wisconsin.

Leadership

Carl Johnson is the President of Infrastructure, providing editorial strategy and oversight. A co-founder, he has studied the semiconductor, semiconductor equipment/materials and related industries for over 16 years. Earlier, he spent more than 10 years on Wall Street with Merrill Lynch and Piper Jaffray.

Carl is past Chairman of SEMI’s Strategic Business Conference Committee and is a member of SEMI’s Southwest Steering Committee. He is also a Research Fellow at Coburn Ventures. He has authored numerous columns for trade and financial publications and is frequently an invited speaker on technology industry trends and investments at both public and private events.

Carl received a BS in Business Administration/Finance from Drake University, Des Moines, Iowa.

Affiliates

In addition to staff directed research, Infrastructure affiliates with numerous respected experts in areas such as semiconductor fabrication, lithography, clean-room design, safety compliance, test, packaging, equipment life cycle management, supply chain integration, materials development, general electronic manufacturing, nanotechnology, telecommunications, and alternative energy.

WHY INFRASTRUCTURE?

In the fast changing technology market, one commodity is particularly precious: time. Time to discovery, time to market, time to revenue, time to buy or to sell—These are benchmarks for corporate competitiveness that can spell the difference between success and failure. Miss a cycle or shift and you could be out of the game. Up to the minute information and clear understanding of what’s happening from one end of the food chain to the other, is crucial for executives and business leaders, professional service providers or technology investors.