From AI Gold Rush to Fab Reality: Capacity, Fab Investment and Materials in a Fragmenting World
ABSTRACT
AI semiconductors are now the center of gravity for fab investment, pulling capital into leading-edge logic, HBM and enterprise storage while leaving much of the mature-node landscape dependent on policy support and regional strategies. At the same time, global “chip acts” have triggered a wave of new fab projects whose economics are driven as much by resilience and geopolitics as by end-market demand.
This talk will connect three layers of the market:
- Fab investment and capacity – how AI/HPC, memory discipline, and China’s continued mature-node build-out are reshaping the global capacity map and crowding effects for non-AI segments.
- Equipment spending – where WFE and advanced packaging dollars are actually flowing, and what that implies for cycle timing and regional winners and losers.
- Materials markets – why silicon wafers and key fab materials are recovering but have not yet fully captured the “AI boom,” and where tightness or bottlenecks are most likely to emerge next.
BIOGRAPHY
Clark Tseng is the Senior Director of the Market Intelligent Team (MIT) at SEMI. He is responsible for developing and executing global strategies that provide high-quality market research products and services, which monitor and analyze the dynamics of semiconductor manufacturing supply chain.
Clark specializes in analyzing and forecasting various microelectronics industries, such as IDM, Fabless, Foundry, Memory, and OSAT, focusing on the Asia-Pacific and China markets. Additionally, he oversees SEMI's research partnerships worldwide.
Clark held several strategic and analytical roles in leading microelectronics companies before joining SEMI. At Mediatek, he was Deputy Director for the Computing, Connectivity, and Metaverse Business Group. In this role, Clark provided market intelligence and competitive analysis for Computing (HPC/ASIC), Connectivity (5G/Wi-Fi), and Multimedia (XR and Auto) domains. Prior to that, he was the Strategy and Business Development division manager at Qimonda, where he managed market and competitive intelligence functions in the Asia/Pacific region. Clark started his career as an analyst at IDC, covering semiconductor, flat panel display, and telecommunication markets.
Clark holds a Bachelor of Business Administration and a Bachelor of Arts in International Relations from National Chengchi University in Taiwan.