Vice President, Strategy & Execution Materion Corporation, United States
The semiconductor industry relies on critical materials with supply chains that remain uncertain and fragile. Tantalum, precious metals, and scandium are essential to thin film deposition for advanced packaging, logic and memory, aerospace applications, and next-generation energy technologies. Yet, their supply chains are marked by scarcity, geographic concentration, ethical sourcing concerns, and price volatility.
This presentation explores how these vulnerabilities create real risks for manufacturers—and how they also open the door to innovation. From developing more resilient sourcing strategies and recycling pathways to advancing material science that reduces dependency, we will examine the intersection of challenge and opportunity. Attendees will gain a better understanding of where the semiconductor supply chain is most fragile today, and where proactive collaboration can create long-term competitive advantage.