From AI to Atoms: How the Next Semiconductor Wave Will Reshape Electronic Gases
ABSTRACT
The AI revolution will create significant opportunities for electronic gases. However, winning in this landscape will depend not only on production scale, but also on the ability to innovate, adapt capabilities, and position as strategic partners within the evolving semiconductor ecosystem.
Artificial intelligence is transforming the semiconductor industry, driving significant investment while reshaping the technologies, architectures, and processes that will define its future.
But what does this transformation mean for the electronic gases industry?
Advances in leading-edge logic, HBM, 3D NAND, and advanced packaging are changing not only the volume of gases consumed but also the complexity, purity, and delivery mechanisms of the materials enabling next-generation chips.
At the same time, geopolitical shifts, supply chain regionalization, vertical integration and decentralization of decision making are redefining the competitive landscape.
This keynote will explore how these forces translate into opportunities and challenges for electronic gas suppliers – and examine the strategic choices that will determine how players position themselves within an evolving semiconductor ecosystem.
BIOGRAPHY
Guttorm is a partner in McKinsey’s New York office and the firm’s global knowledge leader for specialty chemicals.
He serves clients in chemicals, materials, and advanced industrials on growth topics, including strategy, M&A, and innovation. He has deep expertise in the semiconductor value chain, especially related to material supply chains, and has led recent industry perspectives on how to create resilient supply options for materials globally.
Some of Guttorm’s recent client work includes:
- supporting the end-to-end growth transformation of a leading material science company to deliver a step-change in stock price performance over 12 months
- leading an industry study with 20 chemicals and materials companies in the semiconductor industry on how to scale up resilient global supply chains
- developing an AI adoption roadmap for the R&D organization of a leading chemicals company to accelerate innovation by 30 to 40 percent and improve outcomes
Guttorm has extensively advised senior leadership teams for more than 18 years across North America, Europe, and Japan. He is an avid skier and has a passion for global travel, design, programming, and interactive entertainment.