Technology and Trends

Along with two experts on sustainability from Mercuri Urval, I have drafted a quick-read White Paper on finding Sustainability Initiative leaders. Below are a few highlights from the white paper with the entire paper available on our Sustainability Initiative website.

Despite its great promise to help streamline semiconductor manufacturing, AI has largely failed to deliver on its potential despite significant investments in data infrastructure and talent. Understanding the reasons behind this failure is a critical step towards unlocking AI and associated ROI.

The automotive industry, a key force behind the C.A.S.E (connectivity, autonomous, sharing/subscription, electrification) mega-trend, is poised to drive huge growth momentum for the entire semiconductor industry.

Coming in the wake of the COP27, the Smart and Green Manufacturing Summit at SEMICON Europa 2022 (Munich, 15-17 November) had a timely focus on the semiconductor industry’s contribution to meeting the United Nations’ target of limiting global warming to 1.5°C above pre-industrial levels.

With the emergence of consolidation as a potent engine of semiconductor industry growth, global mergers and acquisitions are sweeping the industry as companies look to accelerate advances across segments including data centers, AI, IoT and automotive chips.

AI can potentially deliver the semiconductor industry operational gains of $85-$95 billion annually in earnings before interest by 2025. In reality, roughly 90% of this figure remains theoretical.

Companies of all sizes—not just industry juggernauts—are vital to the long-term health and well-being of that ecosystem. We hope you’ll stake your claim when the time comes. We all stand to benefit if you do.

Dr. Prakash Narain, president and CEO of Real Intent and a member of the ESD Alliance Governing Council, recently offered insights on the vexing functional verification challenges that consume a significant portion of the chip design cycle.

SEMI spoke with Claire HyunJung Seo, Corporate Vice President in the Device Solutions (DS) Corporate Sustainability Management Office at Samsung Electronics ahead of her keynote at the SEMI Smart and Green Manufacturing Summit held last week during SEMICON Europa 2022.

Handel Jones, a well-known, longtime strategic analyst and commentator covering the semiconductor industry, authored the recently published book – When AI Rules The World: China, the U.S. and the Race to Control a Smart Planet. I spoke with Jones about the fascinating read.