Semiconductor Industry: The Nexus of Change
ABSTRACT
The global semiconductor industry is projected to reach $1 trillion by 2030, with growth expected across high-performance computing, mobile, automotive, and IoT market segments.
We collectively bear witness to dramatic digital transformation that would not have occurred without advanced semiconductor technology. Artificial intelligence and 5G will drive a more intelligent and increasingly networked society, demanding even more silicon content.
The proliferation of intelligent edge applications will require not just more computing power, but also more energy efficiency. An intricate mix of technology focuses, including material and equipment innovation, is crucial to achieving that goal. But IC innovation is not the only challenge facing the semiconductor industry.
There are also industry-wide paradigm shifts towards greater supply chain resilience, increased capacity demand, and eco-friendlier manufacturing set against a backdrop of structural growth, geo-political tension, and the lingering after-effects of the global pandemic.
Clearly, the semiconductor industry is at the nexus of this fast-evolving world, and it will take a collaborative, synergistic effort in building a better ecosystem and closing the global talent gap to hit that magic $1 trillion forecast.
BIOGRAPHY
David Keller is President and Chief Executive Officer of TSMC North America, a wholly owned subsidiary of Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC). Prior to this appointment, he was President of TSMC North America. Mr. Keller has three decades of semiconductor industry experience and joined TSMC in 1997 as Director of Account Management for North America, making significant contribution to ensure the best customer experience in North America over the last twenty years.
Prior to joining TSMC, Mr. Keller served as sales and marketing executive at National Semiconductor. He held several senior sales and marketing roles during his career at National, such as Director of the networking segment business unit and VP of Americas marketing. Prior to National, Mr. Keller was a sales engineer at Fairchild Semiconductor until it was acquired by National. Mr. Keller began his career as a product and process engineer at Honeywell in Minneapolis, Minnesota, then lived in Phoenix, Arizona, before settling in California.
Mr. Keller earned his Bachelor of Science degree in Electrical Engineering (B.S.E.E.) from North Dakota State University and his MBA degree from the University of St. Thomas, St. Paul, Minnesota.