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How AI is Impacting the Supply Chain Ecosystem for Semiconductors

ABSTRACT

The high-growth segment of the semiconductor market is AI-based, and while wafer capacity is being added, there will be shortages at ≤5nm of 15% to 20% in 2026, and DRAM shortages will also likely be 20% to 30%.
The semiconductor vendors will increase prices which will increase profits and give strong CAPEX growth in 2026 and potentially 2027.

An area of concern is that of declining global GDP growth which can negatively impact the growth of the semiconductor market.

The migration to smaller feature dimensions will continue which is positive for the growth of CAPEX and the supply chains for semiconductors.

BIOGRAPHY

Handel Jones

Handel H. Jones is the founder, owner, and CEO of International Business Strategies, Inc. He has over 35 years of experience in the industry, which has included senior management positions at ITT and at Rockwell International (an organization with over 100K employees), where he was VP of Strategic Planning, Acquisitions, International Marketing, and Engineering for the Commercial Electronics group.

  • Previous experience in managing 1,500+ engineers at Rockwell International, which included avionics, communications, and semiconductors
  • Interface with most global leaders in semiconductor business, including IDMs, fabless companies, and foundry vendors. Customers in the U.S., Europe, South Korea, Japan, Taiwan, China, India, etc.
  • Collaboration with many system companies in system design and trends in semiconductor technologies. Includes smart phones, mobile computers, servers, cloud computing, communications infrastructure, and automotive electronics
  • Actively involved in 22/20nm, 14nm, etc, process technologies, including impact of z450mm, EUV, and FinFETs
  • Active in specialty packaging, including TSV and other 3-D technologies
  • Involved in IC design, including costs associated with implementing complex designs at advanced features, such as 32/28nm, 22/20nm, etc
  • Building expertise in China. Business book entitled Chinamerica was published by McGraw Hill. Forbes blog contributor, China Daily articles, Global Times op eds, etc
  • Global System IC Industry Service is in its 20th year