US And Global Supply Chain Challenges For The Coming Decade
ABSTRACT
Global leading-edge semiconductor manufacturing has been recognized as a critical geo-political imperative, and national governments are incentivizing domestic capability for economic and strategic reasons. Over the next decade per capita semiconductor demand will rise at double the global GDP growth rate, and increasing materials intensity for advanced chips will compound this growth to 10-15% AAGR for materials used in sub 5 nm technologies. The proliferation of new materials, and changes in regional weighting for chip making will challenge materials suppliers to develop, manufacture, and deliver the advanced products at the specifications expected. This presentation will explore some of the challenges against the background of increasingly integrated supply chains, sustainability requirements, and governmental involvement.
BIOGRAPHY
Mark Thirsk has over 20 years experience in the chemical industry working with a variety of materials and processes utilized in wafer fabrication. In addition to his knowledge of electronic materials and manufacturing, he has also been involved in economic and business forecasting, strategic planning, technical marketing and M&A.
Having been on both sides of the fence as a user and seller of materials and equipment, as well as being intimately involved with major materials manufacturers, Mark is well placed to bring clarity and insight into understanding markets from both a technical and commercial perspective.
Previous to Linx, Mark was Senior Marketing Manager at Rohm and Haas Electronic Materials, a specialty materials company headquartered in Philadelphia, Pennsylvania, where he was responsible for strategic planning and new business development. Additionally, Mark has served on the SEMI Chemicals and Gases Manufacturers Group (CGMG) since 1999, acting as Chairman between 2001 and 2003. Mark has worked in the UK, Germany, Belgium, and the USA, and has traveled extensively in Asia. He is fluent in both English and German. Mark has authored several recent articles and papers published in and presented at: Semiconductor Fabtech Strategic Materials Conference.
Mark holds an Honours B.Sc. in Metallurgy and Materials Science from Birmingham University in Birmingham, UK and an MBA from The Open University Business School in Milton Keynes, UK.