Business and Markets

Ever wondered if the industry could reduce the environmental impact of its manufacturing? And maybe even provide a positive return-on-investment (ROI) without modifications to environmental permits? Or realize the alchemist’s dream of turning waste into revenue in the semiconductor supply chain?SEMI has launched a new report “The Evolving Paths for Waste in Semiconductor Manufacturing” focused on the concept of re-use and resale versus onsite treatment or offsite disposal of manufacturing wastes within the semiconductor manufacturing value chain. This compendium of best-known methods (BKMs) should be used as a roadmap for companies to reduce costs and make a positive impact on global sustainability efforts.Historically, semiconductor manufacturing has followed a linear “take–make–dispose” model. More recently, semiconductor manufacturing and advanced packaging facilities (fabs) are trying harder to improve their waste management strategies to minimize costly (and undesirable) waste treatment services such as landfill or hazardous waste incinerators. Many barriers prevent fabs from further transitioning from a linear to a circular mindset.The semiconductor industry generates on average ~1.88 tons of waste per million dollars of revenue or 6.8 million metric tons of total waste per year, based on data gathered from over 140 companies in the semiconductor value chain and aggregated in the SEMI Dashboard. Identifying Addressing the BarriersTo identify and address the barriers, SEMI has developed the first of its kind guide to support the adoption of circular design principles and resource recovery practices across the semiconductor manufacturing value chain. The primary recommendation is to accelerate adoption of proven circular solutions by improving visibility of peer practices, aligning regulatory strategies, and strengthening ROI assessments to support informed decision-making.The report consolidates publicly available BKMs for recovering and recycling spent chemicals, wastewater treatment by-products, tool packaging, and other manufacturing wastes generated by integrated device manufacturers (IDMs), foundries, outsourced semiconductor assembly and test (OSAT) facilities, equipment manufacturers, and material suppliers. The report’s recommendations are completely accessible with advice on how to respond when management raises objections on common topics – helping to change the mindset from ‘waste’ and seeing it as a product.ConcernsResponsesThere are regulatory barriers.There are options to addressing those barriers.No one else is doing it.There are companies taking action and making a difference.It is a waste of time and money.There is an opportunity to turn the funds spent on disposal into revenue sources.There is no room in the facilities areas for a new tank.Switching from tanks to totes is a viable strategy. The review draws on corporate sustainability reports, waste treatment technology publications, and industry data compiled by SEMI, complemented by professional experience in chemical waste management in the EU and USA. The report identifies existing technological, regulatory, and economic enablers for material recovery, as well as barriers in legacy facility design. The report provides circular design and resource recovery practices across the semiconductor value chain. It is a single, accessible information source on current best-known recovery and recycling practices. This report enables you to become the alchemist, streamline discovery, accelerate adoption, and turn waste into revenue streams. How to PurchaseThe report is an ‘alchemists dream’ and provides guidance on turning waste into revenue in the semiconductor supply chain.Get your copy today! Purchase “Evolving Paths for Waste in Semiconductor Manufacturing: A Guide to Turning Waste into Revenue” at the SEMI Store.Taimur Burki is Sustainability Consultant at SEMI.

The House Semiconductor Caucus event held on March 17, 2026 at the Rayburn House Office Building in Washington, D.C. brought together industry leaders for an in-depth panel discussion around the upstream vulnerabilities in the U.S. semiconductor supply chain and policy actions Congress should consider. If policymakers do not hear from all segments of the supply chain, critical issues go unaddressed and the policies that result are less effective than they could be. Events like this reflect SEMI’s mission to bring the full breadth of the supply chain into policy conversations. Key topics addressed during this panel were supply chain and critical material challenges, tax and domestic incentives, and export controls and trade policy. The briefing featured executives from leading materials companies—Entegris, Materion, Avient, and CoorsTek—and was moderated by SEMI. They shared firsthand insights into bottlenecks and risks within the global supply chain, emphasizing how disruptions in sourcing and processing critical materials can threaten the entire semiconductor manufacturing process. The event also addressed the need for targeted policy actions to strengthen U.S. competitiveness, such as extending and expanding the Sec. 48D tax credit, targeting R D in specific areas, and workforce development. The event underscored the strategic significance of a robust and resilient semiconductor supply chain as a cornerstone of national and economic security, particularly in light of ongoing global supply chain uncertainties. The panel encouraged policymakers to increase consultation with industry stakeholders and consider specific, actionable steps to close existing gaps and support the entire ecosystem. The Q A session allowed congressional staff to engage directly with experts, further deepening their understanding of the complex challenges facing the semiconductor industry today. SEMI is the preferred trusted partner to the government and the event concluded with a networking lunch to reinforce the collaborative spirit between industry and government that is necessary to build a stronger, more secure future.Thank you to Representative Zoe Lofgren for providing a keynote address, Representative Michael McCaul for collaborating with SEMI to host this panel event, and to our speakers for raising these important issues and sharing timely insights. Visit SEMI Global Advocacy to learn more about public policy efforts and developments as well as how your company or organization can get involved.Scarlett Bickerton, Manager, Federal State Affairs at SEMI.

As the semiconductor industry continues to advance, effective quality management is increasingly essential. The SEMI Quality Benchmarking Consortium (QBC) brings together leading companies to exchange best practices, benchmark performance, and promote collective improvement across the global semiconductor landscape. The last QBC meeting was hosted by Bill Lechten of Micron at their headquarters in Boise, Idaho. Representatives from GlobalFoundries, Infineon Technologies, STMicroelectronics, NXP Semiconductors, and Texas Instruments came together for two days of in-depth discussions and knowledge sharing.The session began with an overview of Micron’s global business and manufacturing footprint. The company reported record revenue of $37 billion in 2025 and currently hold more than 60,000 patents. Micron is investing approximately $150 billion in U.S.-based DRAM manufacturing, which is expected to generate around 90,000 direct and indirect jobs. The QBC operates on a “give-to-get” philosophy where members must actively contribute survey responses and participate in open discussions to access shared benchmarking data. This meeting focused on three topics: risk management, customer return, and product change notification. Participants presented their approaches, shared lessons learned, and engaged in roundtable discussions to identify best-known methods and address common challenges. Customer Returns and Failure AnalysisThe group reviewed processes for handling customer returns and failure analysis. Discussions covered escalation protocols, data-driven versus physical failure analysis, sampling strategies, and customer acceptance challenges. Members shared approaches to closure criteria, complaint prioritization, and using FA and complaint data for trend analysis and continuous improvement. Local support models and the balance between cost, proximity, and specialized lab capabilities were also key topics.Product Change Notifications The consortium explored industry-wide PCN practices, focusing on notification volume, approval processes, and customer expectations. Companies highlighted distinctions between PCN (requiring approval) and CIN (informational) and the challenges of handling multiple changes per notification. Participants shared strategies for managing customer approvals, sample delivery, and internal tracking, including phased notifications and customized communication. Standardization efforts were discussed, such as adopting the JDEC XML schema, while balancing operational efficiency with contractual obligations and customer requirements.Risk ManagementMembers discussed structured approaches to quality and qualification risk, including product grade classification and risk assessment methodologies like FMEA and QRA. Emphasis was placed on assessing end-user system complexity, mission profiles, and application-specific requirements, especially for automotive and AI workloads. Organizations shared practices for transparent customer communication, balancing speed and risk, managing residual risk, and integrating qualification with change management. AI and data analytics were highlighted as emerging tools to support predictive risk assessment and continuous improvement.AI and Digitalization in Quality ManagementArtificial intelligence is becoming a growing focus for semiconductor quality teams. Companies shared early-stage AI initiatives. Based on survey results and discussion, consortium members agreed to establish a working group to explore AI uses cases in risk assessment for change management and new product introduction. Looking AheadWith growing complexity in semiconductor technologies, industry collaboration is vital. Through open discussions and benchmarking, the SEMI Quality Benchmark Consortium enables companies to share knowledge, identify best practices, and address common challenges. The consortium will continue its work at the upcoming meeting to be hosted by Texas Instruments in Dallas, Texas. (From Right to Left) – Karim Somani (SEMI), Sarah Shen (SEMI), Mark da Silva (SEMI), Ivo Clerici (GlobalFoundries), Wesley Hirsch (TI), Roberto Lissoni (STMicroelecetronics), Lou Cerra (NXP), Jens Luepke (Infineon), Bill Lechten (Micron), Fern Yoon (Texas Instruments)Sarah Shen is Senior Coordinator, MEMS Sensors Industry Group at SEMI.

As the global semiconductor industry enters a decisive new phase shaped by artificial intelligence, SEMICON Korea 2026 convened the ecosystem from February 11–13 in Seoul, bringing together the companies, technologies, and talent required to sustain momentum on both sides of the AI equation: using AI to transform semiconductor operations, and advancing semiconductor innovation to enable the next generation of AI systems.At the SEMICON Korea press conference, Hyun Cha, President, SEMI Korea stated that with nearly 550 exhibiting companies and over 2,400 booths, the event underscored how progress now depends on a virtuous cycle of collaboration across the entire value chain—from materials and equipment to design, manufacturing, packaging, and systems integration.Opening Perspectives: Collaboration as the Catalyst In the opening ceremony, Ajit Manocha, President and CEO of SEMI, framed the opportunity and challenge ahead: AI is accelerating the industry’s trajectory toward a trillion-dollar market, but sustaining that growth will require deeper collaboration across an increasingly complex ecosystem.That message was reinforced by YH Lee, Chairman of Wonik, who emphasized the need for alignment across the value chain, “looking side to side, not only forward,” as scaling semiconductor technologies grows more difficult. From a policy perspective, Shinhak Moon, Vice Minister of Korea’s Ministry of Trade, Industry Resources (MOTIR), highlighted the importance of the full ecosystem, including parts, materials, and equipment, while cautioning that resilience will be critical amid economic cycles. Together, these perspectives set the stage for a keynote program focused on how AI and semiconductors are now co-evolving.Opening Keynote: Samsung Electronics on Architecting the Future of AI SystemsThe keynote program opened with Jaihyuk Song, Corporate President and CTO of Samsung Electronics, who examined what comes next for AI systems as compute and memory demands rise exponentially. He described a widening gap between compute performance and memory bandwidth, positioning advanced packaging and architectural innovation as central to closing that gap.Song outlined Samsung’s focus on next-generation memory technologies, including high-bandwidth memory and compute-in-memory approaches, as well as the transition beyond traditional Moore’s Law scaling toward planar, vertical, and stacked architectures. His message was clear: sustaining AI performance gains will depend on tight integration across design, process technology, packaging, and system architecture, reinforcing the need for ecosystem-wide coordination. ASE: From Chip Integration to System OptimizationTien Wu, CEO of ASE, expanded the discussion from devices to systems, arguing that advanced packaging has become a primary driver of system-level performance and efficiency. As AI workloads push power, thermal, and bandwidth limits, Wu described a shift from single-chip packages toward heterogeneous integration, 2.5D and 3D architectures, and co-packaged optics.Wu emphasized that productivity, yield, and throughput will increasingly determine competitiveness as packages grow larger and more complex. His perspective reinforced a central theme of SEMICON Korea 2026: AI-driven demand is forcing tighter coupling between design, manufacturing, and packaging, making collaboration not optional, but essential.Cadence: AI-Enabled Design Across the Value ChainBoyd Phelps, Senior Vice President and General Manager of Silicon Solutions at Cadence Design Systems, highlighted how AI is already reshaping semiconductor design and development. As process scaling slows and cost per transistor rises, Phelps described disaggregation and chiplets as a new abstraction layer that enables continued innovation through customization and configurability.He also pointed to the growing role of AI-driven design automation, noting that a significant portion of recent designs leveraged AI-enabled tools. Cadence’s end-to-end portfolio—from IP and tools to packaging and test—illustrated how AI is becoming both a design accelerant and a necessary response to rising system complexity, reinforcing the industry’s virtuous cycle.Lam Research: Velocity Through AI and AutomationThe theme of operational transformation took center stage with Tim Archer, President and CEO of Lam Research, who introduced “velocity” as the defining imperative of the AI era. As AI-driven demand accelerates product cycles and increases complexity, Archer argued that speed must be matched with direction—enabled by AI, automation, and digital twins.Archer detailed Lam’s progress toward autonomous fabs, equipment intelligence, and collaborative virtual development environments that reduce variability and accelerate process development. These capabilities, he explained, allow the industry to respond faster while preserving quality and resilience—another example of AI improving semiconductor operations even as semiconductor innovation enables AI growth.SK hynix: AI as a Tool for Memory InnovationLooking further into the future, Sunghoon Lee, Senior Vice President and Head of R D Process at SK hynix, addressed the mounting difficulty of sustaining memory technology cadence. As stacking, bonding, and material challenges intensify, Lee described a shift toward AI-based R D models that dramatically accelerate material discovery and optimization.By integrating AI into material exploration and process development, SK hynix is shortening development cycles and enabling new memory architectures. Lee emphasized that realizing the full potential of AI-driven R D will require greater data sharing and collaboration across partners—reinforcing the ecosystem-wide virtuous cycle.NVIDIA: From Chips to AI InfrastructureThe final keynote, delivered by Soyoung Jeong, Head of Korea Business at NVIDIA, framed the transformation of NVIDIA from a GPU company into an AI infrastructure provider. He described how accelerated computing and AI factories are reshaping chip design, manufacturing, packaging, and system integration.From AI-assisted design and simulation to system-level optimization and physical AI, NVIDIA’s approach illustrated how semiconductors and AI are now inseparable, each advancing through the other. Partnerships across memory, equipment, and software ecosystems were highlighted as critical to sustaining this momentum.A Program Aligned Around the Same ThemeBeyond the keynotes, SEMICON Korea 2026 reinforced these messages through technology symposia, AI and smart manufacturing forums, cybersecurity discussions, and workforce development initiatives—all focused on enabling AI-powered innovation across the semiconductor lifecycle.Additional Program Highlights: Extending the Virtuous Cycle Across the EcosystemBeyond the keynote stage, SEMICON Korea 2026 reinforced the same virtuous cycle of AI and semiconductor innovation through a wide range of technical, business, and workforce programs designed to engage every layer of the value chain.AI Summit: Translating Strategy into Industrial ImpactThe AI Summit, co‑hosted by SEMI and KAIST, served as a focal point for aligning academic research, device manufacturers, and equipment leaders around AI-powered industrial innovation. Featuring faculty from KAIST alongside representatives from Samsung Electronics, SK hynix, and global equipment companies, the summit explored technology strategies and future roadmaps aimed at accelerating AI adoption across semiconductor manufacturing and design.The discussions reinforced a central theme of SEMICON Korea 2026: AI is no longer an isolated software layer, but a system-level capability that must be embedded across processes, tools, and infrastructure to unlock its full value.Smart Manufacturing Forum: Advancing the Autonomous FabThe Smart Manufacturing Forum highlighted how AI, digital twins, and real-time data are transforming semiconductor fabs toward more autonomous, resilient operations. Speakers shared trends and success cases demonstrating how advanced analytics and AI-driven decision-making are improving yield, productivity, and operational agility.This forum echoed themes raised by equipment and manufacturing leaders in the keynote program, underscoring how AI-driven manufacturing excellence is becoming a prerequisite for meeting the speed, scale, and quality demands of next-generation AI chips.Startup Summit: Fueling Innovation from the Ground UpThe Startup Summit showcased emerging semiconductor and display startups focused on applying AI to improve chip performance, energy efficiency, and manufacturing processes. By connecting startups with industry leaders and venture capital firms—including Applied Ventures, Intel Capital, Samsung Ventures, and SK hynix—the summit emphasized the importance of nurturing innovation across the ecosystem.These early-stage technologies represent the next wave of ideas feeding into the virtuous cycle, where AI-enabled innovation at the startup level can scale rapidly through collaboration with established players.Cybersecurity Forum: Securing the AI-Driven Semiconductor FutureAs AI becomes deeply embedded in semiconductor operations and data flows, the Cybersecurity Forum addressed the growing need for digital trust across the ecosystem. Global experts examined cybersecurity challenges related to compliance, fab security, and AI data governance, highlighting the importance of collaboration to protect sensitive data and intellectual property.The forum reinforced that secure, trusted infrastructure is a foundational requirement for the AI-driven transformation discussed throughout SEMICON Korea 2026.Conclusion: Advancing TogetherSEMICON Korea 2026 made clear that the next phase of industry growth will not be driven by isolated breakthroughs, but by a virtuous cycle of alignment across the full semiconductor value chain. By integrating AI into design, manufacturing, and operations—and by advancing semiconductor technologies that power AI—the industry is building a foundation for sustained innovation. As the event demonstrated, progress will be fastest when the ecosystem moves forward together.Samer Bahou is Director, Corporate Communications at SEMI. Jaegwan Shim is Senior Specialist, Marketing at SEMI Korea.

The semiconductor industry is the bedrock of modern technology, enabling everything from AI and cloud computing to electric vehicles. Yet, this critical sector is also one of the most resource-intensive globally, with a substantial dependency on water. A single fabrication plant can demand up to 10 million gallons of water daily, comparable to the consumption of a city with 300,000 residents. Much of this water is, of course, reused and recycled through sophisticated systems. This immense water usage, particularly the requirement for ultrapure water for processes like cleaning and etching, makes consistent access to high-quality water a non-negotiable for operational reliability and business continuity. The new insights report "Ripple Effects: Water Risk and Resilience Across the Semiconductor Value Chain" provides the first global baseline of water risk hotspots for the semiconductor sector, assessing water risks across 140 facilities across 89 water basins to inform future risk mitigation strategies.The analysis discusses how water risk can manifest itself as a financially material impact on business continuity by triggering idle time, recovery costs, and cascading delivery delays across global supply chains. S P Global projects that by 2050, water-related risks could cost the world's largest IT companies up to $24 billion annually. Crucially, the study identified flooding and reputational risks—such as strained relationships with local communities over water allocation—as the most significant immediate threats to the semiconductor value chain. These concerns are most acute in major hubs like Taiwan, South Korea, and parts of the U.S.While the industry is frequently criticized for its water usage, only 16% of the analyzed sites are currently affected by water scarcity. However, this metric offers a false sense of security. As climate change intensifies, the frequency and severity of water-related disruptions are set to exceed the scope of existing contingency plans. The long-term projections show that over 40% of semiconductor facilities announced since 2021 are located in watersheds projected to face high or extremely high water stress between 2030 and 2040. This underscores the urgent need to integrate forward-looking risk modeling into new site planning to ensure long-term operational resilience.Effective risk management is significantly hindered by the limited transparency surrounding supplier-level water data. While many companies perform water assessments for their direct operations, a comprehensive, industry-wide approach to supplier data and risk management is lacking. CDP data shows that 1 in 5 companies reported $77 billion under threat from supply chain water risks, yet only half of those companies engage with their suppliers on these issues. For semiconductor end users, these risks are often deep within multi-tiered networks, requiring engagement that goes well beyond Tier 1 suppliers.To manage these complex risks, the report stresses the necessity of moving toward a contextual approach that includes localized assessments. Contextual water risks are inherently location-specific, dependent on local availability, quality, and infrastructure, as well as broader catchment-level dynamics, regulatory pressures, and community expectations. Several structured methodologies support this necessary shift from basic operational management to corporate water stewardship, including the Alliance for Water Stewardship (AWS) Standard, the TNFD's LEAP framework, and the Science Based Targets for Nature (SBTN). This approach encourages companies to look beyond their own operations to safeguard regional water security.Because water is a shared resource, collective action is essential to deliver the scale and urgency needed to tackle common challenges within catchments. The semiconductor value chain is deeply interconnected, with companies often sharing suppliers within the same water basins, creating a strategic opportunity for collaborative stewardship. The report encourages companies to scale their impact by moving beyond isolated efforts to form sector-wide and cross-sector partnerships—especially at the catchment level—through public-private engagement. This collaboration, which includes proactive engagement with policymakers and local utilities, is key to aligning on water management and stewardship practices to address shared water challenges and build collective trust.Innovation and technology must play a central role in advancing water stewardship across the value chain. A major hurdle is the general undervaluation and mispricing of water, which perpetuates systemic underinvestment in water-focused technology. Despite this, leading semiconductor companies are deploying advanced solutions such as onsite recycling systems, real-time water monitoring, and utilizing alternative sources like municipal wastewater. Embracing AI-driven systems for scenario modeling and catchment-level risk forecasting further enhances adaptive capacity and resilience.The "Ripple Effects" report makes it clear that water challenges affect every segment, demanding tailored response tactics and strategies. Foundries, with their large operational footprints, must prioritize sourcing reclaimed water and expanding onsite reuse, while chemical and materials suppliers must proactively manage rising regulatory risks around water quality contaminants. The insights report also provides a practical roadmap for advancing corporate water stewardship, outlining progression from water risk assessment (Stage 1) to site-level action and collective engagement (Stage 2), and culminating in transparent validation and reporting (Stage 3). By following a structured water stewardship pathway, the semiconductor industry can build operational resilience and ensure a responsible future for the entire value chain.To learn more, download the report or watch the webinar recording. Alua Suleimenova is Senior Program and Staff Manager | Global Sustainability at Marvell Technology and leader of SEMI's ERMR Working Group.The Environmental Risk Mitigation and Reporting (ERMR) Working Group was established under SEMI's Sustainability Initiatives in January 2023, and it aims to develop a baseline and roadmap of best practices for identifying, managing, governing and reporting climate, water, and biodiversity risks across the semiconductor value chain. This insights report is a publication in SEMI’s ERMR Working Group thought‑leadership series on global environmental risks and resilience.

On October 03, 2025, as part of the European Chips Diversity Alliance, the recent "Why Inclusion Fuels Better Chips" panel discussion, hosted by Kartikey Srivastava, Senior Specialist, Communications at SEMI Europe, brought together three leaders from across the ecosystem to explore how inclusion is not just a social imperative but a strategic advantage.Martina Wolfgruber, Head of Talent Skills Funding at Infineon Technologies Austria: With over 15 years of experience in HR, Wolfgruber is responsible for funded projects aimed at promoting careers and cultivating talent within the microelectronics industry.Catherine Le Lan de Franssu at Synopsys: Le Lan de Franssu brings a wealth of experience in customer success management, training, and team management from her time at companies like LSI-Logic, Synopsys, and Texas Instruments. She now focuses on fostering collaborations for workforce development.Dr. Suzanne Lesecq, Research Director and European Programs Manager at CEA- Leti: A research director and former university professor, Dr. Lesecq focuses on data fusion and advanced control. She currently manages European programs at CEA-Leti/DSYS.The semiconductor industry is the backbone of Europe's digital transformation, but achieving excellence goes beyond technology alone. It's about bringing every perspective and every talent to the table.Inclusion as a Strategic ImperativeThe panelists all agreed that a commitment to diversity, equity, and inclusion (DEI) is essential for Europe to lead in the semiconductor sector. Wolfgruber posed a compelling question: can Europe truly afford to leave half of its talent pool untapped? She pointed to data from a Boston Consulting Group study showing that companies with diverse leadership are nearly 40% more likely to achieve above-average profitability, and diverse teams are almost twice as likely to be innovative. For Infineon, she noted, "inclusion is not just a value... it's a strategic advantage."Echoing this sentiment, Le Lan de Franssu emphasized that innovation depends on collaboration across institutions, disciplines, regions, and cultures. She believes that "breakthrough moments happen when talented people of every background feel valued, supported to their best self at work." Dr. Lesecq added that inclusion is "a matter of society" that goes beyond a single company's benefit.Fostering a Culture of InclusionThe conversation then moved to practical steps for building a truly inclusive environment. Dr. Lesecq, coming from the academic sector, highlighted the significant gender imbalance and the lack of inclusion for people with special needs. She stressed the need for a major effort to attract untapped talent to the emerging semiconductor domain.One effective solution discussed was mentoring. Le Lan de Franssu shared how a mentoring program can help make diverse talent more visible. She noted that companies working together, such as the collaboration between Synopsys and Infineon on a summer school, helps not only with their own hiring needs but for the broader semiconductor industry. Wolfgruber agreed, stating that a wide range of communities already exists to help companies widen their scope and influence culture; it's simply a matter of companies leveraging them.The Future of a Diverse EcosystemThe panel concluded with a shared vision for the future. The moderator, Srivastava, summarized the key takeaways: a need for greater collaboration between industry and academia, the importance of mentoring, and a continued focus on leveraging research that proves diverse teams produce the best results.Dr. Lesecq shared her hope that Europe will continue to keep this mindset and implement it, seeing inclusion as a societal change that everyone must push for to create a "place for everyone."This panel discussion, along with initiatives like the Spark Excellence Award, serves as a powerful reminder that while technology is at the heart of the semiconductor industry, its true strength lies in the diversity of its people.Learn more about the European Chips Diversity Alliance. For more information, contact Ana Isabel Billingslea at [email protected] or Kartikey Srivastava at [email protected] Isabel Billingslea is Communications Coordinator at SEMI Europe.

On September 16, 2025, the Inclusive Chips Forum organized by Platform Talent voor Technologie at the High Tech Campus Eindhoven convened changemakers from across Europe’s semiconductor ecosystem to share insights and strategies for building a more inclusive industry.This full-day program was designed to showcase practical strategies, inspiring case studies, and collaborative solutions aimed at strengthening inclusion, innovation, and resilience in the semiconductor industry. With Europe’s role in the global semiconductor landscape under intense focus, the forum highlighted why building a workforce culture rooted in equity and belonging is not just the right thing to do, it’s a strategic imperative.A Thought-Provoking Panel on Inclusive LeadershipA central question resonated throughout the conversation: What if inclusivity were treated as a core component of leadership development, as fundamental as financial management or strategic planning, rather than an optional module or one-off seminar?The discussion surfaced several critical insights for the industry and beyond:Awareness alone is not enough. While raising awareness about bias and stereotypes is important, research and experience show it rarely leads to behavioral change on its own. Lasting change comes from setting clear norms, leaders must define and model what is acceptable, expected, and celebrated in organizational culture. As Sahar Yadegari, Executive Director of Expertisecentrum voor haar technische ontwikkeling, emphasized:“Awareness is a starting point, not the finish line. Real change happens when inclusion is built into systems — not treated as an add-on.” – VHTOLeadership as connection. True leaders don’t just focus on profits or processes. They bring all perspectives into the room, connect diverse groups, and create conditions for others to thrive.Structural support matters. To avoid symbolic gestures, organizations must embed inclusivity into their leadership practices and accountability systems.Competitiveness through inclusion. By embracing diversity and inclusion, Europe can future-proof its semiconductor workforce, strengthening innovation capacity and securing its position in an increasingly competitive global market.Looking AheadThe Inclusive Chips Forum underscored a powerful message: embedding inclusion into leadership is not optional, it is essential for the sustainable success of Europe’s semiconductor industry.As participants engaged in lively discussions and networking throughout the day, one thing became clear: building a resilient, innovative, and inclusive semiconductor ecosystem will require collaborative effort, courageous leadership, and a commitment to turning awareness into action.A heartfelt thank you to all speakers, participants, and partners who made this event possible.For more information, contact Ana Isabel Billingslea at [email protected] or Kartikey Srivastava at [email protected] Isabel Billingslea is Communications Coordinator at SEMI Europe.

Hosted by the SEMI North America Advisory Board (NAAB), executives from member companies across the semiconductor supply chain with operations in the U.S. recently convened in Washington, D.C. to advocate for the policies most critical to semiconductor competitiveness and national security. From March 3-5, 2026, SEMI executives and more than 80 representatives from member companies embarked on Capitol Hill, engaging directly with members of Congress and federal officials to advance the industry’s top policy priorities heading into 2026. These industry leaders from across the semiconductor ecosystem—from materials and equipment suppliers to chipmakers and end users—underscored the urgent need for industry-informed policymaking. Focus topics included:• Trade and Tariff Policy – Promote a balanced trade policy that preserves market access and avoids overlapping tariffs on the same product, as well as narrowly tailored, coordinated export controls to protect national security without harming U.S. competitiveness.• Tax Policy and Investment Incentives – Establish a competitive tax framework would reward innovation and lock the next generation of semiconductor production onto U.S. soil.• Research and Development (R D) Investment – Invest in long-term tax and R D incentives to sustain semiconductor investments.• CHIPS and Science Act Implementation and Beyond – Continued implementation of the CHIPS Act and related programs and develop a forward-looking initiative or roadmap to continue the industry’s momentum.• Workforce Development – Establish a national workforce pipeline aligned with federal, state, and industry programs to meet critical talent needs.• Environmental Regulations – Support pragmatic policies that balance environmental goals with innovation. The semiconductor industry is vital to every facet of our lives today from artificial intelligence and advanced manufacturing to healthcare. The U.S. leads in semiconductor design and advanced technologies that enable the AI era—and clear, predictable policy frameworks are critical to the Administration’s goals around maintaining U.S. technological leadership and advancing national and economic security.A highlight from the Fly-In was recognizing Indiana Senator Todd Young with the SEMI Americas Government Leadership Award on March 4. The NAAB selects Government Leadership Award honorees based on their impact on policies and incentives to bolster semiconductor design and manufacturing and advance the growth of the global industry. SEMI member companies are making record level investments in the U.S. semiconductor ecosystem, bringing high-paying, skilled jobs to communities across the country. This year’s Fly-In participants met with over 100 key congressional offices and committees and engaged directly with administration officials to discuss policies that support economic growth, innovation, and national security. Through collaboration, credibility, and consistent engagement, SEMI looks forward to continuing to work with Congress and the administration to ensure the next phase of U.S. semiconductor expansion delivers lasting benefits for the U.S. economy. Visit SEMI Global Advocacy to learn more about public policy efforts and developments as well as how your company or organization can get involved.Learn more about the SEMI Public Policy and Advocacy program and the 2026 policy strategy: https://www.semi.org/en/global-advocacy.Christina Banoub is Senior Manager, Federal Affairs at SEMI.

In the summer of 2025, I had the privilege of leading more than a dozen SEMI Foundation STEM summer camps in schools across multiple communities.Each camp brought students face-to-face with hands-on engineering challenges, semiconductor learning modules, and conversations about the careers connected to what they were building.What stood out most wasn’t just the energy in the classrooms; it was the moment students began to see themselves in futures they hadn’t previously imagined. For many, it was their first exposure to the semiconductor industry. Their first time hearing about advanced manufacturing careers. Their first time understanding that a certificate, credential, or engineering degree could lead to a stable, high-quality job shaping the technologies that power modern life.And it reinforced something we believe deeply at the SEMI Foundation, that workforce development does not begin at graduation; it begins in grade school with early awareness and intentional exposure.Starting Earlier: Where the Semiconductor Workforce Truly BeginsBuilding a strong, future-ready semiconductor workforce does not begin in college, or even high school. It begins in the earliest years of science, technology, engineering, and mathematics (STEM) exposure.Since 2003, I have created STEM programming that introduces college majors and career pathways to K–12 students. At the SEMI Foundation, that work now connects directly to one of the most urgent workforce challenges of our time, ensuring the semiconductor industry has the skilled talent needed to support domestic manufacturing expansion and global competitiveness.When elementary and middle school students engage in hands-on STEM experiences, they build confidence. They develop technical vocabulary, critical thinking skills, and resilience. They begin to understand how the devices they use every day are designed and manufactured. That early spark matters, especially in industries like semiconductors, where awareness has historically been limited among younger students.Moving From Exposure to Industry ExplorationAs students progress, programming must move from exposure to exploration.Through SEMI Foundation initiatives, including hands-on camps, classroom modules, and industry-connected programming, students begin to see how semiconductors power everything from smartphones and AI to healthcare systems and clean energy technologies.Middle school and early high school programs should intentionally connect STEM learning to real-world applications:Engineering design challenges tied to semiconductor conceptsProject-based learning informed by industry practicesCareer speakers from manufacturing and technical rolesMentorship that reflects diverse entry points into the industryThis stage is critical for workforce development. Quality hands-on learning must be paired with representation and mentorship. Students need to hear authentic stories about different pathways into technical fields, whether through two-year degrees, apprenticeships, industry certifications, or four-year engineering programs.High School: Where Awareness Becomes PreparationHigh school is where exploration must transition into preparation.Structured career pathways, dual enrollment opportunities, industry certifications, internships, and apprenticeship models create tangible bridges between classroom learning and workforce entry.When students graduate with credentials aligned to high-demand sectors, including advanced manufacturing and semiconductor production, they leave with more than knowledge. They leave with validated skills and industry relevance.This alignment does not happen by accident. It requires coordinated partnerships between K–12 systems, higher education institutions, workforce agencies, and employers. At the SEMI Foundation, we work to support this alignment so curriculum reflects industry needs and students experience clear, navigable pathways into careers.When education and industry move in sync, skills gaps narrow, and regional economies strengthen.Sustaining Momentum: Postsecondary and Employer PartnershipPostsecondary institutions and employers play a pivotal role in sustaining momentum.Stackable credentials, registered apprenticeships, and paid work-based learning models allow students to build competencies while earning income. Clear articulation agreements between high schools, community colleges, and universities reduce talent loss and create seamless transitions. In the semiconductor industry, where technical precision and specialized skills are essential, these structured pathways are not optional. They are foundational.A Long-Term Vision for Semiconductor Workforce GrowthThe semiconductor industry powers nearly every aspect of modern life. But sustaining that innovation requires long-term workforce vision. The students I met in our 2025 summer camps reminded me of what is possible when exposure meets opportunity.When we start early, align intentionally, and collaborate across systems, we do more than prepare a workforce. We cultivate the next generation of innovators who will design, build, and lead the technologies shaping our future.Bia Hamed is Program Manager, Global Education Initiatives at the SEMI Foundation.

On February 20, the U.S. Supreme Court ruled that the International Emergency Economic Powers Act (IEEPA) does not authorize the use of tariffs, invalidating certain tariffs imposed by the Trump Administration under the statute.SEMI shared the following statement on the ruling: SEMI acknowledges today’s U.S. Supreme Court ruling regarding the use of tariffs under the International Emergency Economic Powers Act. As the implications of the decision become clearer, we welcome further guidance and remain committed to working with the U.S. government to strengthen semiconductor supply chains, support innovation, and expand domestic chip manufacturing.Continued investment in U.S. manufacturing depends on stable, reliable access to the highly specialized equipment, materials, and components essential to semiconductor production. Driven by global demand, breakthrough innovation, and record levels of investment, the semiconductor industry is projected to reach a $1 trillion market this year. Clear, consistent, and predictable trade policy remains critical to providing manufacturers – particularly small- and medium-sized enterprises – the certainty necessary to sustain long term investment, scale production, and reinforce technological leadership in the United States.Visit SEMI Global Advocacy to learn more about public policy efforts and developments as well as how your company or organization can get involved.Royal Kastens is Vice President, Global Public Policy Advocacy at SEMI.