SEMI Market Forum
Semiconductor Supply Chain Market Outlook in the Age of Digital Disruptions
Conference Tower 608 / Online (Zoom)
Fee (Exclusive of tax) :
SEMI Members 15,000JPY / Non-Members 30,000JPY
*Avobe fee includes "Download Presentation Materials" (some presentation materials might be written in Japanese.)
*Please note that there are separate tickets for in-person and online participation.
The world is transforming with new semiconductor applications as typified by the generative AI. The program will update you with semiconductor innovations in the age of generative AI, geopolitical risks to semiconductors as strategic goods, and market trends across the supply chain to respond to the new demands.
Program Agenda
*Please note that the program may be subject to change.
概要：TBA
We are hearing the term "Innovation Acceleration" more and more recently. The semiconductor industry has produced so many new technologies that it can be said to be synonymous with innovation. In this talk, I will discuss future technologies while examining the background that has supported various innovations in the semiconductor industry from past cases to the present.
The global economy is undergoing a structural change triggered by the convergence of industrial and national security policies. Semiconductors are now at the center of economic security strategies as governments endeavor to strengthen domestic industries and protect critical technologies. We examine the future of semiconductors through the lens of geopolitics.
The global economic downturn and semiconductor inventory problems are expected to continue for a long time in 2024, making the timing of recovery unclear.
For the past 20 years, PCs, TVs, and smartphones have driven the market, supported by personal consumption. Going forward, we expect the government to begin investing in DX/GX, and we see a new period of growth.
When will semiconductor demand pick up? And who will be driving it? When will the semiconductor cycle hit bottom in the downward phase, and what kind of upward phase will we see from 2025 onwards?
The semiconductor industry is expected to experience significant growth in 2025 due to the anticipated recovery of key end markets and the high demand for AI chips. SEMI is optimistic about the medium to long-term growth potential, with semiconductor revenue projected to reach $1 trillion in the early 2030s.
Beyond 2024, the semiconductor industry will continue to evolve with new technologies such as new transistor architecture and advanced packaging solutions. These innovations will drive further investment in semiconductor equipment and materials, ensuring sustained growth. The global diversification of semiconductor manufacturing will also play a crucial role in stabilizing supply chains and meeting the growing demand.
In this presentation, we will discuss the latest capital equipment forecasts by region and key segments. We will also explore the fab investment outlook by region and capacity growth projections through 2027. Furthermore, we will examine the global diversification of semiconductor manufacturing and its impact on supply chain dynamics. Finally, we will share SEMI’s latest forecasts on wafer fab materials.