AI workloads have become the fastest-growing consumer of silicon, rewiring the semiconductor ecosystem from design to manufacturing. So far, the lion’s share of value has accrued to GPU vendors, but the surge in custom accelerators, high-bandwidth memory, and advanced packaging could reshape that profit landscape. As these technologies scale, where will the next pockets of margin surface—and who in the value chain is best positioned to capture them?
This panel will explore how these AI-driven forces are reshaping risk, resilience, and margin allocation across the global supply chain—and outline the strategic moves required to secure critical capacity, protect margins, and stay competitive in an AI-first decade. Drawing on insights from SEMI and Kearney’s new report Braving the Storm: State of Semiconductor 2025, speakers will also address the compounded pressures of technology transitions and geopolitical volatility, and chart a practical path through them.
Are your current strategies ready for the new center of gravity, or is it time to recalibrate?
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