The House Semiconductor Caucus event held on March 17, 2026 at the Rayburn House Office Building in Washington, D.C. brought together industry leaders for an in-depth panel discussion around the upstream vulnerabilities in the U.S. semiconductor supply chain and policy actions Congress should consider. If policymakers do not hear from all segments of the supply chain, critical issues go unaddressed and the policies that result are less effective than they could be. Events like this reflect SEMI’s mission to bring the full breadth of the supply chain into policy conversations. Key topics addressed during this panel were supply chain and critical material challenges, tax and domestic incentives, and export controls and trade policy. The briefing featured executives from leading materials companies—Entegris, Materion, Avient, and CoorsTek—and was moderated by SEMI. They shared firsthand insights into bottlenecks and risks within the global supply chain, emphasizing how disruptions in sourcing and processing critical materials can threaten the entire semiconductor manufacturing process. The event also addressed the need for targeted policy actions to strengthen U.S. competitiveness, such as extending and expanding the Sec. 48D tax credit, targeting R D in specific areas, and workforce development. The event underscored the strategic significance of a robust and resilient semiconductor supply chain as a cornerstone of national and economic security, particularly in light of ongoing global supply chain uncertainties. The panel encouraged policymakers to increase consultation with industry stakeholders and consider specific, actionable steps to close existing gaps and support the entire ecosystem. The Q A session allowed congressional staff to engage directly with experts, further deepening their understanding of the complex challenges facing the semiconductor industry today. SEMI is the preferred trusted partner to the government and the event concluded with a networking lunch to reinforce the collaborative spirit between industry and government that is necessary to build a stronger, more secure future.Thank you to Representative Zoe Lofgren for providing a keynote address, Representative Michael McCaul for collaborating with SEMI to host this panel event, and to our speakers for raising these important issues and sharing timely insights. Visit SEMI Global Advocacy to learn more about public policy efforts and developments as well as how your company or organization can get involved.Scarlett Bickerton, Manager, Federal State Affairs at SEMI.

The semiconductor industry continues to grow at an unprecedented pace and so does the demand for highly skilled employees at all levels in the industry. With the focus on reshoring manufacturing in the United States, we are increasingly faced with two questions: 1) how to identify talent that is ready to work today with the skills and experience that they already have and 2) how to best prepare a workforce for tomorrow, to meet the estimated shortage of 59,000-146,000 technicians and engineers by 2029. The SEMI Foundation – the workforce development arm of SEMI – provides solutions to address the talent gap and more through programs such as SEMI Credentialing. This innovative effort that helps employers identify talent, jobseekers communicate their work readiness, and training and education providers align their programs to industry needs.SEMI Equipment Maintenance Technician CertificationIndustry subject matter experts who provided initial inputs for the Knowledge, Skills, and Abilities (KSA) of an Equipment Maintenance Technician.The SEMI Foundation is building out the first nationally accredited, industry-recognized Equipment Maintenance Technician Certification. In collaboration with industry leaders like Micron, GlobalFoundries, Intel, Western Digital, TEL, Onto Innovation, and others, we have identified the key competencies for equipment maintenance technicians. Individuals from 45 companies across 16 states have provided technical subject matter expertise, resulting in one of the most regionally diverse and comprehensive certification offerings to date. Our partner, NOCTI, an ISO-certified credentialing provider, is in the final stages of developing the certification exam. Our two-part certification exam includes 100 multiple choice questions that assess a candidate’s knowledge of safety, quality, electrical and mechanical principles, maintenance principles, and semiconductor industry awareness, as well as a hands-on electrical and pneumatic skills-based performance task. Educators from 12 community colleges and universities across the United States developed the questions, ensuring the highest academic standards and rigor. This certification will allow job seekers to demonstrate their readiness and create clear pathways into technician roles for qualified individuals regardless of their previous training. Furthermore, the Equipment Maintenance Technician certification will establish a national source of truth for curriculum alignment made available to training providers and educators and ensure relevance and continuity through routine industry review. The SEMI Equipment Maintenance Technician Certification will launch regionally in Spring 2026. National roll-out is scheduled for Fall 2026, and we encourage training and industry partners to connect with us directly to ensure early access to the certification.SEMI Endorsement of Programs and CoursesPartners from 12 community colleges and universities provided their expertise in developing test questions for the SEMI Certification.The SEMI Foundation is endorsing programs that prepare entry-level workers for success in the semiconductor industry. Since 2024, we have endorsed programs at Austin Community College, Foothill College, NY Creates, and WGNStar. These programs, and others like it, are emblematic of what strong partnerships between academia and industry can look like. Learners seeking programs can look to these as options for their education. Receiving SEMI Endorsement for Programs and Courses conveys that: Learners who are new to the semiconductor industry and successfully complete the program will be well-prepared for entry-level roles; Program completers have had exposure to fundamental semiconductor industry information and context, as well as introductory hands-on experience; Completers of these programs have the specific knowledge and skills required for entry level positions; andProgrammatic design and content have been informed through input and feedback from local industry partners.As we continue to expand the portfolio of programs and courses that the SEMI Foundation endorses, we are looking increasingly at programs with strong industry alignment and clear pathways for learners once they complete their training, be that apprenticeships, additional training, or direct access into the workforce.Microcredentials and MoreThe SEMI Foundation is a leader in convening stakeholders across academia and industry in support of workforce development initiatives. This unique ability to bring together diverse perspectives positions us to play a central role in shaping the future of skill validation. Microcredentials address several key changes and trends in training, including the rising costs of education coupled with an increased appetite for hands-on learning opportunities. Microcredentials are stackable, adaptable, and aligned directly with workforce demands. Learners can build competencies step-by-step. Employers can identify specific skill sets with greater precision. Education providers can modernize programs to reflect emerging technologies and evolving roles. We are forming panels and committees to explore the idea of microcredentials, as our partners are looking to us for innovative ways to recognize short-form training programs, amplify opportunities for individuals in up-and-coming regions, and continue to connect our partners in service of workforce solutions. In addition, the SEMI Foundation is exploring the provision of badges to teachers, career counselors, and other educators to demonstrate their knowledge and awareness of semiconductor careers.As we continue to drive solutions and add value to the world of credentials, we look forward to ongoing conversation and collaboration with partners. Every conversation we engage in about credentialing strengthens our offering and ability to provide solutions to the semiconductor industry’s growing workforce demands. Anissa Hamdon-Morison is Manager, Curriculum Developer Training at the SEMI Foundation

As the semiconductor industry continues to advance, effective quality management is increasingly essential. The SEMI Quality Benchmarking Consortium (QBC) brings together leading companies to exchange best practices, benchmark performance, and promote collective improvement across the global semiconductor landscape. The last QBC meeting was hosted by Bill Lechten of Micron at their headquarters in Boise, Idaho. Representatives from GlobalFoundries, Infineon Technologies, STMicroelectronics, NXP Semiconductors, and Texas Instruments came together for two days of in-depth discussions and knowledge sharing.The session began with an overview of Micron’s global business and manufacturing footprint. The company reported record revenue of $37 billion in 2025 and currently hold more than 60,000 patents. Micron is investing approximately $150 billion in U.S.-based DRAM manufacturing, which is expected to generate around 90,000 direct and indirect jobs. The QBC operates on a “give-to-get” philosophy where members must actively contribute survey responses and participate in open discussions to access shared benchmarking data. This meeting focused on three topics: risk management, customer return, and product change notification. Participants presented their approaches, shared lessons learned, and engaged in roundtable discussions to identify best-known methods and address common challenges. Customer Returns and Failure AnalysisThe group reviewed processes for handling customer returns and failure analysis. Discussions covered escalation protocols, data-driven versus physical failure analysis, sampling strategies, and customer acceptance challenges. Members shared approaches to closure criteria, complaint prioritization, and using FA and complaint data for trend analysis and continuous improvement. Local support models and the balance between cost, proximity, and specialized lab capabilities were also key topics.Product Change Notifications The consortium explored industry-wide PCN practices, focusing on notification volume, approval processes, and customer expectations. Companies highlighted distinctions between PCN (requiring approval) and CIN (informational) and the challenges of handling multiple changes per notification. Participants shared strategies for managing customer approvals, sample delivery, and internal tracking, including phased notifications and customized communication. Standardization efforts were discussed, such as adopting the JDEC XML schema, while balancing operational efficiency with contractual obligations and customer requirements.Risk ManagementMembers discussed structured approaches to quality and qualification risk, including product grade classification and risk assessment methodologies like FMEA and QRA. Emphasis was placed on assessing end-user system complexity, mission profiles, and application-specific requirements, especially for automotive and AI workloads. Organizations shared practices for transparent customer communication, balancing speed and risk, managing residual risk, and integrating qualification with change management. AI and data analytics were highlighted as emerging tools to support predictive risk assessment and continuous improvement.AI and Digitalization in Quality ManagementArtificial intelligence is becoming a growing focus for semiconductor quality teams. Companies shared early-stage AI initiatives. Based on survey results and discussion, consortium members agreed to establish a working group to explore AI uses cases in risk assessment for change management and new product introduction. Looking AheadWith growing complexity in semiconductor technologies, industry collaboration is vital. Through open discussions and benchmarking, the SEMI Quality Benchmark Consortium enables companies to share knowledge, identify best practices, and address common challenges. The consortium will continue its work at the upcoming meeting to be hosted by Texas Instruments in Dallas, Texas. (From Right to Left) – Karim Somani (SEMI), Sarah Shen (SEMI), Mark da Silva (SEMI), Ivo Clerici (GlobalFoundries), Wesley Hirsch (TI), Roberto Lissoni (STMicroelecetronics), Lou Cerra (NXP), Jens Luepke (Infineon), Bill Lechten (Micron), Fern Yoon (Texas Instruments)Sarah Shen is Senior Coordinator, MEMS Sensors Industry Group at SEMI.

Edge AI is a fundamental technology for applications that require real-time decision-making. Contrary to cloud-based AI solutions that specialize in large and complex tasks, edge AI is embedded directly into local devices, allowing for lower-latency decision-making for less bandwidth consumption. These properties are essential for advancing technologies like 6G, autonomous vehicles, industrial IoT solutions, and more. However, edge AI can’t be achieved with traditional silicon because it requires more efficient thermal management, higher performance, and lower power than silicon can deliver. To address these limitations, the Silicon-on-Insulator (SOI) technology platform offers a path forward. SOI is a layered silicon substrate technology with a silicon device layer on top, an insulating silicon dioxide layer in the middle, and a thick silicon base at the bottom. This structure disconnects devices from the bulk substrate, enabling major performance improvements for faster and more power-efficient ICs and photonics devices. In addition, FD, or fully depleted SOI (FD-SOI), is a subcategory of SOI that offers even higher performance and lower power usage.According to Michaël Tchagaspanian, Executive Vice President of Technology Strategic Partnerships at CEA-Leti, SOI is not just an alternative material. Instead, it’s a foundational technology that’s crucial for advancing the next wave of edge AI innovation. Therefore, to accelerate its advancement, CEA-Leti is combining its four decades of pioneering research with the cooperative efforts of the SEMI SOI Industry Consortium.CEA-Leti’s HistoryFor nearly 50 years, CEA-Leti has been at the forefront of SOI leadership. The company began in 1980 with its research into radiation-hardened electronics, which led to breakthroughs that enabled the Smart Cut™ process. Smart Cut ultimately served as the foundation for enabling SOI wafers to become a commercially viable global standard.This legacy also paved the way for much of the cutting-edge R D of today, including the FD-SOI Next Generation 10-7 nm program. This effort leverages flexible back-biasing to allow dynamic control over power consumption, leading to substantial efficiency gains.Tackling Tomorrow’s Challenges: A Sustainable FutureCEA-Leti’s deep SOI expertise allows it to address many of edge AI’s environmental challenges. To promote energy efficiency, CEA-Leti is working to advance silicon photonics while at the same time, incorporating the comprehensive PPAC-E framework across its new technology developments. The organization also works toward reducing energy through its fully integrated neural-network-on-chips technology that uses hybrid memory. This effort supports ultra-low-power, on-chip learning and inference for applications like autonomous vehicles, medical sensors, and others. Finally, CEA-Leti works to reduce greenhouse gases through its involvement in the GENESIS project, plus its ongoing efforts in eco-design and lifecycle analysis. The SOI Industry Consortium: Accelerating Industrial AdoptionAs part of its partnership, the SOI Industry Consortium works to ensure that CEA-Leti’s lab innovations can be seamlessly integrated into global production. This "lab-to-fab" model can be seen in the volume production of FD-SOI transistors from leading companies like STMicroelectronics and GlobalFoundries. The Consortium helps achieve volume production through its three-part approach: Secure the supply chain, reduce SOI adoption barriers, and close the specialized skills gap. To promote a healthy supply chain, the Consortium offers a platform that brings lab-to-fab solutions for SOI wafers. This is achieved through leading-edge development capabilities at CEA-LETI, Soitec and its Foundry manufacturing partners, with additional support from leading wafer suppliers like Shin-Etsu, GlobalWafers and Okmetic.It lowers SOI adoption barriers by collaborating with EDA leaders to standardize design tools and methodologies, ensuring robust proven design flows fully leveraging SOI technology.Finally, the Consortium supports training initiatives that address the SOI industry’s specialized skills gap. Partners like Synopsys also provide extensive training options, equipping engineers with the expertise to master SOI designs. SOI is helping the innovations of tomorrow become a practical reality. CEA-Leti’s leadership, combined with the global reach of the SOI Industry Consortium, allows the SOI ecosystem to optimize for low-power and sustainability while driving the next generation of high-performance systems. Gity Samadi is Senior Director of R D at SEMI.

Hosted by the SEMI North America Advisory Board (NAAB), executives from member companies across the semiconductor supply chain with operations in the U.S. recently convened in Washington, D.C. to advocate for the policies most critical to semiconductor competitiveness and national security. From March 3-5, 2026, SEMI executives and more than 80 representatives from member companies embarked on Capitol Hill, engaging directly with members of Congress and federal officials to advance the industry’s top policy priorities heading into 2026. These industry leaders from across the semiconductor ecosystem—from materials and equipment suppliers to chipmakers and end users—underscored the urgent need for industry-informed policymaking. Focus topics included:• Trade and Tariff Policy – Promote a balanced trade policy that preserves market access and avoids overlapping tariffs on the same product, as well as narrowly tailored, coordinated export controls to protect national security without harming U.S. competitiveness.• Tax Policy and Investment Incentives – Establish a competitive tax framework would reward innovation and lock the next generation of semiconductor production onto U.S. soil.• Research and Development (R D) Investment – Invest in long-term tax and R D incentives to sustain semiconductor investments.• CHIPS and Science Act Implementation and Beyond – Continued implementation of the CHIPS Act and related programs and develop a forward-looking initiative or roadmap to continue the industry’s momentum.• Workforce Development – Establish a national workforce pipeline aligned with federal, state, and industry programs to meet critical talent needs.• Environmental Regulations – Support pragmatic policies that balance environmental goals with innovation. The semiconductor industry is vital to every facet of our lives today from artificial intelligence and advanced manufacturing to healthcare. The U.S. leads in semiconductor design and advanced technologies that enable the AI era—and clear, predictable policy frameworks are critical to the Administration’s goals around maintaining U.S. technological leadership and advancing national and economic security.A highlight from the Fly-In was recognizing Indiana Senator Todd Young with the SEMI Americas Government Leadership Award on March 4. The NAAB selects Government Leadership Award honorees based on their impact on policies and incentives to bolster semiconductor design and manufacturing and advance the growth of the global industry. SEMI member companies are making record level investments in the U.S. semiconductor ecosystem, bringing high-paying, skilled jobs to communities across the country. This year’s Fly-In participants met with over 100 key congressional offices and committees and engaged directly with administration officials to discuss policies that support economic growth, innovation, and national security. Through collaboration, credibility, and consistent engagement, SEMI looks forward to continuing to work with Congress and the administration to ensure the next phase of U.S. semiconductor expansion delivers lasting benefits for the U.S. economy. Visit SEMI Global Advocacy to learn more about public policy efforts and developments as well as how your company or organization can get involved.Learn more about the SEMI Public Policy and Advocacy program and the 2026 policy strategy: https://www.semi.org/en/global-advocacy.Christina Banoub is Senior Manager, Federal Affairs at SEMI.

As the global semiconductor industry enters a decisive new phase shaped by artificial intelligence, SEMICON Korea 2026 convened the ecosystem from February 11–13 in Seoul, bringing together the companies, technologies, and talent required to sustain momentum on both sides of the AI equation: using AI to transform semiconductor operations, and advancing semiconductor innovation to enable the next generation of AI systems.At the SEMICON Korea press conference, Hyun Cha, President, SEMI Korea stated that with nearly 550 exhibiting companies and over 2,400 booths, the event underscored how progress now depends on a virtuous cycle of collaboration across the entire value chain—from materials and equipment to design, manufacturing, packaging, and systems integration.Opening Perspectives: Collaboration as the Catalyst In the opening ceremony, Ajit Manocha, President and CEO of SEMI, framed the opportunity and challenge ahead: AI is accelerating the industry’s trajectory toward a trillion-dollar market, but sustaining that growth will require deeper collaboration across an increasingly complex ecosystem.That message was reinforced by YH Lee, Chairman of Wonik, who emphasized the need for alignment across the value chain, “looking side to side, not only forward,” as scaling semiconductor technologies grows more difficult. From a policy perspective, Shinhak Moon, Vice Minister of Korea’s Ministry of Trade, Industry Resources (MOTIR), highlighted the importance of the full ecosystem, including parts, materials, and equipment, while cautioning that resilience will be critical amid economic cycles. Together, these perspectives set the stage for a keynote program focused on how AI and semiconductors are now co-evolving.Opening Keynote: Samsung Electronics on Architecting the Future of AI SystemsThe keynote program opened with Jaihyuk Song, Corporate President and CTO of Samsung Electronics, who examined what comes next for AI systems as compute and memory demands rise exponentially. He described a widening gap between compute performance and memory bandwidth, positioning advanced packaging and architectural innovation as central to closing that gap.Song outlined Samsung’s focus on next-generation memory technologies, including high-bandwidth memory and compute-in-memory approaches, as well as the transition beyond traditional Moore’s Law scaling toward planar, vertical, and stacked architectures. His message was clear: sustaining AI performance gains will depend on tight integration across design, process technology, packaging, and system architecture, reinforcing the need for ecosystem-wide coordination. ASE: From Chip Integration to System OptimizationTien Wu, CEO of ASE, expanded the discussion from devices to systems, arguing that advanced packaging has become a primary driver of system-level performance and efficiency. As AI workloads push power, thermal, and bandwidth limits, Wu described a shift from single-chip packages toward heterogeneous integration, 2.5D and 3D architectures, and co-packaged optics.Wu emphasized that productivity, yield, and throughput will increasingly determine competitiveness as packages grow larger and more complex. His perspective reinforced a central theme of SEMICON Korea 2026: AI-driven demand is forcing tighter coupling between design, manufacturing, and packaging, making collaboration not optional, but essential.Cadence: AI-Enabled Design Across the Value ChainBoyd Phelps, Senior Vice President and General Manager of Silicon Solutions at Cadence Design Systems, highlighted how AI is already reshaping semiconductor design and development. As process scaling slows and cost per transistor rises, Phelps described disaggregation and chiplets as a new abstraction layer that enables continued innovation through customization and configurability.He also pointed to the growing role of AI-driven design automation, noting that a significant portion of recent designs leveraged AI-enabled tools. Cadence’s end-to-end portfolio—from IP and tools to packaging and test—illustrated how AI is becoming both a design accelerant and a necessary response to rising system complexity, reinforcing the industry’s virtuous cycle.Lam Research: Velocity Through AI and AutomationThe theme of operational transformation took center stage with Tim Archer, President and CEO of Lam Research, who introduced “velocity” as the defining imperative of the AI era. As AI-driven demand accelerates product cycles and increases complexity, Archer argued that speed must be matched with direction—enabled by AI, automation, and digital twins.Archer detailed Lam’s progress toward autonomous fabs, equipment intelligence, and collaborative virtual development environments that reduce variability and accelerate process development. These capabilities, he explained, allow the industry to respond faster while preserving quality and resilience—another example of AI improving semiconductor operations even as semiconductor innovation enables AI growth.SK hynix: AI as a Tool for Memory InnovationLooking further into the future, Sunghoon Lee, Senior Vice President and Head of R D Process at SK hynix, addressed the mounting difficulty of sustaining memory technology cadence. As stacking, bonding, and material challenges intensify, Lee described a shift toward AI-based R D models that dramatically accelerate material discovery and optimization.By integrating AI into material exploration and process development, SK hynix is shortening development cycles and enabling new memory architectures. Lee emphasized that realizing the full potential of AI-driven R D will require greater data sharing and collaboration across partners—reinforcing the ecosystem-wide virtuous cycle.NVIDIA: From Chips to AI InfrastructureThe final keynote, delivered by Soyoung Jeong, Head of Korea Business at NVIDIA, framed the transformation of NVIDIA from a GPU company into an AI infrastructure provider. He described how accelerated computing and AI factories are reshaping chip design, manufacturing, packaging, and system integration.From AI-assisted design and simulation to system-level optimization and physical AI, NVIDIA’s approach illustrated how semiconductors and AI are now inseparable, each advancing through the other. Partnerships across memory, equipment, and software ecosystems were highlighted as critical to sustaining this momentum.A Program Aligned Around the Same ThemeBeyond the keynotes, SEMICON Korea 2026 reinforced these messages through technology symposia, AI and smart manufacturing forums, cybersecurity discussions, and workforce development initiatives—all focused on enabling AI-powered innovation across the semiconductor lifecycle.Additional Program Highlights: Extending the Virtuous Cycle Across the EcosystemBeyond the keynote stage, SEMICON Korea 2026 reinforced the same virtuous cycle of AI and semiconductor innovation through a wide range of technical, business, and workforce programs designed to engage every layer of the value chain.AI Summit: Translating Strategy into Industrial ImpactThe AI Summit, co‑hosted by SEMI and KAIST, served as a focal point for aligning academic research, device manufacturers, and equipment leaders around AI-powered industrial innovation. Featuring faculty from KAIST alongside representatives from Samsung Electronics, SK hynix, and global equipment companies, the summit explored technology strategies and future roadmaps aimed at accelerating AI adoption across semiconductor manufacturing and design.The discussions reinforced a central theme of SEMICON Korea 2026: AI is no longer an isolated software layer, but a system-level capability that must be embedded across processes, tools, and infrastructure to unlock its full value.Smart Manufacturing Forum: Advancing the Autonomous FabThe Smart Manufacturing Forum highlighted how AI, digital twins, and real-time data are transforming semiconductor fabs toward more autonomous, resilient operations. Speakers shared trends and success cases demonstrating how advanced analytics and AI-driven decision-making are improving yield, productivity, and operational agility.This forum echoed themes raised by equipment and manufacturing leaders in the keynote program, underscoring how AI-driven manufacturing excellence is becoming a prerequisite for meeting the speed, scale, and quality demands of next-generation AI chips.Startup Summit: Fueling Innovation from the Ground UpThe Startup Summit showcased emerging semiconductor and display startups focused on applying AI to improve chip performance, energy efficiency, and manufacturing processes. By connecting startups with industry leaders and venture capital firms—including Applied Ventures, Intel Capital, Samsung Ventures, and SK hynix—the summit emphasized the importance of nurturing innovation across the ecosystem.These early-stage technologies represent the next wave of ideas feeding into the virtuous cycle, where AI-enabled innovation at the startup level can scale rapidly through collaboration with established players.Cybersecurity Forum: Securing the AI-Driven Semiconductor FutureAs AI becomes deeply embedded in semiconductor operations and data flows, the Cybersecurity Forum addressed the growing need for digital trust across the ecosystem. Global experts examined cybersecurity challenges related to compliance, fab security, and AI data governance, highlighting the importance of collaboration to protect sensitive data and intellectual property.The forum reinforced that secure, trusted infrastructure is a foundational requirement for the AI-driven transformation discussed throughout SEMICON Korea 2026.Conclusion: Advancing TogetherSEMICON Korea 2026 made clear that the next phase of industry growth will not be driven by isolated breakthroughs, but by a virtuous cycle of alignment across the full semiconductor value chain. By integrating AI into design, manufacturing, and operations—and by advancing semiconductor technologies that power AI—the industry is building a foundation for sustained innovation. As the event demonstrated, progress will be fastest when the ecosystem moves forward together.Samer Bahou is Director, Corporate Communications at SEMI. Jaegwan Shim is Senior Specialist, Marketing at SEMI Korea.

In the summer of 2025, I had the privilege of leading more than a dozen SEMI Foundation STEM summer camps in schools across multiple communities.Each camp brought students face-to-face with hands-on engineering challenges, semiconductor learning modules, and conversations about the careers connected to what they were building.What stood out most wasn’t just the energy in the classrooms; it was the moment students began to see themselves in futures they hadn’t previously imagined. For many, it was their first exposure to the semiconductor industry. Their first time hearing about advanced manufacturing careers. Their first time understanding that a certificate, credential, or engineering degree could lead to a stable, high-quality job shaping the technologies that power modern life.And it reinforced something we believe deeply at the SEMI Foundation, that workforce development does not begin at graduation; it begins in grade school with early awareness and intentional exposure.Starting Earlier: Where the Semiconductor Workforce Truly BeginsBuilding a strong, future-ready semiconductor workforce does not begin in college, or even high school. It begins in the earliest years of science, technology, engineering, and mathematics (STEM) exposure.Since 2003, I have created STEM programming that introduces college majors and career pathways to K–12 students. At the SEMI Foundation, that work now connects directly to one of the most urgent workforce challenges of our time, ensuring the semiconductor industry has the skilled talent needed to support domestic manufacturing expansion and global competitiveness.When elementary and middle school students engage in hands-on STEM experiences, they build confidence. They develop technical vocabulary, critical thinking skills, and resilience. They begin to understand how the devices they use every day are designed and manufactured. That early spark matters, especially in industries like semiconductors, where awareness has historically been limited among younger students.Moving From Exposure to Industry ExplorationAs students progress, programming must move from exposure to exploration.Through SEMI Foundation initiatives, including hands-on camps, classroom modules, and industry-connected programming, students begin to see how semiconductors power everything from smartphones and AI to healthcare systems and clean energy technologies.Middle school and early high school programs should intentionally connect STEM learning to real-world applications:Engineering design challenges tied to semiconductor conceptsProject-based learning informed by industry practicesCareer speakers from manufacturing and technical rolesMentorship that reflects diverse entry points into the industryThis stage is critical for workforce development. Quality hands-on learning must be paired with representation and mentorship. Students need to hear authentic stories about different pathways into technical fields, whether through two-year degrees, apprenticeships, industry certifications, or four-year engineering programs.High School: Where Awareness Becomes PreparationHigh school is where exploration must transition into preparation.Structured career pathways, dual enrollment opportunities, industry certifications, internships, and apprenticeship models create tangible bridges between classroom learning and workforce entry.When students graduate with credentials aligned to high-demand sectors, including advanced manufacturing and semiconductor production, they leave with more than knowledge. They leave with validated skills and industry relevance.This alignment does not happen by accident. It requires coordinated partnerships between K–12 systems, higher education institutions, workforce agencies, and employers. At the SEMI Foundation, we work to support this alignment so curriculum reflects industry needs and students experience clear, navigable pathways into careers.When education and industry move in sync, skills gaps narrow, and regional economies strengthen.Sustaining Momentum: Postsecondary and Employer PartnershipPostsecondary institutions and employers play a pivotal role in sustaining momentum.Stackable credentials, registered apprenticeships, and paid work-based learning models allow students to build competencies while earning income. Clear articulation agreements between high schools, community colleges, and universities reduce talent loss and create seamless transitions. In the semiconductor industry, where technical precision and specialized skills are essential, these structured pathways are not optional. They are foundational.A Long-Term Vision for Semiconductor Workforce GrowthThe semiconductor industry powers nearly every aspect of modern life. But sustaining that innovation requires long-term workforce vision. The students I met in our 2025 summer camps reminded me of what is possible when exposure meets opportunity.When we start early, align intentionally, and collaborate across systems, we do more than prepare a workforce. We cultivate the next generation of innovators who will design, build, and lead the technologies shaping our future.Bia Hamed is Program Manager, Global Education Initiatives at the SEMI Foundation.

The semiconductor industry is hitting a structural inflection point: explosive AI‑driven demand, rapidly rising manufacturing complexity, and stringent sustainability expectations are converging at once. In this context, edge AI deployed directly on tools, sensors, and local controllers, is shifting from experimental to essential, particularly in fabs where milliseconds matter. SEMI’s timely workshop, Smarter Sensors, Smarter Fabs: AI at the Edge in Semiconductor Manufacturing, taking place March 18–19, 2026 in Milpitas, CA, will address this important topic.From sparse sensing to dense instrumentationTwo decades ago, most process tools relied on dozens of sensors per chamber. Today, leading etch, deposition, CMP, and lithography systems routinely integrate hundreds of sensing channels spanning pressure, flow, RF power, optical endpoint, vibration, and chemistry. At 3 nm and 2 nm, process windows are so tight that yield hinges on multivariate understanding of chamber conditions and tool state rather than a few independent alarms. Sensor proliferation has turned fabs into rich data environments—but also exposed the limits of traditional, centrally managed control.Why edge AI is displacing cloud‑only controlConventional architectures push heavy analytics to centralized servers or the cloud, with supervisory systems periodically updating recipes, setpoints, or dispatch rules. Across manufacturing, measured cloud round‑trip times commonly range from 800 to 2,400 ms, whereas edge systems co-located with equipment can respond in 15–45 ms, roughly 50–160× faster. For safety‑ and yield‑critical loops in semiconductor manufacturing, that latency gap is often unacceptable.At the same time, new generations of low‑power neural processing units (NPUs) and edge accelerators deliver tens of trillions of operations per second (TOPS) at single‑digit watt budgets, making always‑on inference viable inside tools, cameras, and controllers. The result is a decisive move toward edge‑native architectures: models execute where data is produced, while cloud resources are reserved for retraining and fleet‑wide learning.Edge AI on the line: control, inspection, and maintenanceIn process control, edge AI is enabling a shift from univariate threshold checks to multivariate models that understand the joint dynamics of sensor streams. Platforms today embed deep‑learning and statistical models directly at or near the tool, performing real‑time endpoint prediction and anomaly detection from high‑dimensional time series. Similar approaches are emerging in lithography and CMP, where local inference helps keep focus, overlay, and removal rate within spec before wafers drift out of control.Inspection and logistics are undergoing a similar transformation. Vision systems with embedded NPUs classify defects at line speed, often above 100 parts per minute, eliminating the need to ship large image volumes to a central cluster. Robots and autonomous mobile robots (AMRs) use local intelligence for short‑horizon planning and collision avoidance, while higher‑level systems focus on global scheduling and optimization.Predictive maintenance is one of the most mature applications: vibration, acoustic, temperature, and pressure data are analyzed locally to detect anomaly signatures hours or days before conventional thresholds trip. Reported benefits include reductions in unplanned downtime, longer component life, and lower maintenance costs when these models are integrated into manufacturing execution systems (MES) and maintenance workflows.Digital twins and agentic AI on top of edge dataDigital twins build on this sensing and edge‑analytics foundation. By maintaining virtual, live‑updated models of tools, lines, and entire fabs, they enable scenario testing, debottlenecking, and root‑cause analysis without putting WIP at risk. Vendors and early adopters report that such twins can shorten process‑node ramps and facility bring‑up by enabling thousands of “what‑if” experiments before physical changes are made.​Agentic AI is now emerging as the orchestration layer above these twins. In semiconductor case studies, agents connected to MES, advanced process control (APC), and planning systems have delivered double‑digit improvements in throughput, cycle time, and tool utilization by autonomously adjusting routing, batch sizes, and scheduling in response to live fab conditions. Other agents mine unstructured engineering notes and fault reports to accelerate root‑cause analysis, turning hard‑won lessons into repeatable, codified behavior.Sustainability as a first‑class requirementSustainability pressures are reinforcing this stack. Semiconductor manufacturing is energy‑ and resource‑intensive, and regulators and customers alike are demanding more transparency and improvement. Edge‑connected monitoring of energy, utilities, and emissions has already helped some fabs cut energy‑related costs by around 20 percent through tighter control of HVAC, process gases, and idle modes. Research initiatives such as imec’s Sustainable Semiconductor Technologies and Systems (SSTS) program are using virtual fab methods and detailed life‑cycle assessment to guide process and equipment choices for lower environmental impact.Strategic takeaways and where to learn moreThe trajectory is clear: fabs that combine dense sensing, edge AI, digital twins, and agentic AI are building toward continuously learning, self‑optimizing operations. Architectures will need to be edge‑first rather than cloud‑only. Simply adding sensors without local intelligence will not deliver competitive advantage, and environmental KPIs are likely to be optimized with the same rigor as yield and cycle time.For practitioners who want to translate these trends into roadmaps, the Smarter Sensors, Smarter Fabs: AI at the Edge in Semiconductor Manufacturing” workshop (March 18–19, 2026, Milpitas, CA) spearheaded by the SEMI Manufacturing Coalitions* will bring together experts in sensing, edge architectures, digital twins, and agentic AI to share concrete deployments and architectures tailored to semiconductor fabs.*The SEMI Manufacturing Coalitions include Smart Manufacturing, Fab Owners Alliance (FOA) MEMS and Sensors Industry Group (MSIG), Advanced Packaging Heterogenous Integration (APHI) and Semiconductor Components, Instruments, and Subsystems (SCIS). Anshu Bahadur is Senior Program Manager, Technology Communities at SEMI. Mark da Silva is Senior Director, Manufacturing Coalitions at SEMI.

On February 20, the U.S. Supreme Court ruled that the International Emergency Economic Powers Act (IEEPA) does not authorize the use of tariffs, invalidating certain tariffs imposed by the Trump Administration under the statute.SEMI shared the following statement on the ruling: SEMI acknowledges today’s U.S. Supreme Court ruling regarding the use of tariffs under the International Emergency Economic Powers Act. As the implications of the decision become clearer, we welcome further guidance and remain committed to working with the U.S. government to strengthen semiconductor supply chains, support innovation, and expand domestic chip manufacturing.Continued investment in U.S. manufacturing depends on stable, reliable access to the highly specialized equipment, materials, and components essential to semiconductor production. Driven by global demand, breakthrough innovation, and record levels of investment, the semiconductor industry is projected to reach a $1 trillion market this year. Clear, consistent, and predictable trade policy remains critical to providing manufacturers – particularly small- and medium-sized enterprises – the certainty necessary to sustain long term investment, scale production, and reinforce technological leadership in the United States.Visit SEMI Global Advocacy to learn more about public policy efforts and developments as well as how your company or organization can get involved.Royal Kastens is Vice President, Global Public Policy Advocacy at SEMI.

When most people hear “semiconductors,” they think of something abstract: tiny chips, complex equations, cleanrooms hidden behind glass. Relevant, sure, but distant. Compare that to professions like architects or doctors. We can picture their training. We understand their impact. We see a clear path from curiosity to contribution. The semiconductor industry deserves the same clarity and more. Because semiconductors don’t just power devices. They power progress. The semiconductor industry plays a crucial role in sustaining modern life and will remain instrumental in the future. We know this all too well because most of us work within this industry. It isn’t abstract or difficult for us to see how we fit into the grand scheme of this critical industry. It is important to reflect on our initial motivation for entering this field. The technological advancements we are currently developing were likely beyond consideration when we began our careers. Historically, we’ve done a great job of explaining how someone becomes a doctor or an architect: education, residency or apprenticeship, specialization, growth. The semiconductor industry can and must do the same.Imagine clearly mapped pathways that show:High school students how math, science, and technical programs connect to real semiconductor jobsCommunity college and university students how internships, co-ops, and labs translate into manufacturing, design, or research rolesCareer-changers and Veterans how reskilling programs, certifications, and on-the-job training can open doors without starting overWhen people can see the steps, the industry becomes less intimidating and far more inviting.Introducing ChipPathThis is where the SEMI Foundation’s newest platform, ChipPath, comes in! ChipPath, powered by the National Network for Microelectronics Education (NNME) , makes it easier for individuals to understand where they fit today and where they can grow tomorrow. “ChipPath marks a major step forward in our mission to connect people to opportunities in the semiconductor industry,” said Shari Liss, Vice President of Global Workforce Development and Initiatives at SEMI. “By combining career exploration, education pathways, and live job data into one platform, we’re not just helping individuals find jobs, we’re helping them build lifelong careers that drive innovation and impact.”ChipPath helps users explore roles across the semiconductor ecosystem, not just by job title, but by skills, interests, and pathways. A student interested in problem-solving, automation, or precision work can see how those interests translate into manufacturing, technician, or engineering support roles. A career-changer with experience in logistics, quality, or data analysis can quickly identify how their existing skills map to in-demand semiconductor jobs.This shift from “Do I belong here?” to “I can see myself doing this” is foundational. When people can visualize a role that fits them, they are far more likely to pursue it with confidence.Perhaps most importantly, ChipPath doesn’t end with exploration and preparation, it connects talent to actual job openings across SEMI member companies. By serving as a shared access point between job seekers, educators, training providers, and employers, ChipPath strengthens the entire talent ecosystem. Candidates gain visibility into opportunities they may never have discovered on their own. Employers gain access to a broader, more diverse, and better-prepared pool of talent aligned to semiconductor workforce needs.This connection transforms workforce development from a fragmented effort into a coordinated system; one where awareness, training, preparation, and hiring reinforce one another.Access for job seekers doesn’t end once they apply. ChipPath includes resources that help them prepare for the next critical step: the interview. Through guidance on interviewing expectations, communication, and workplace readiness, ChipPath helps candidates show up informed, confident, and prepared to engage. This preparation reduces anxiety for candidates and increases the likelihood of successful matches for employers.When candidates understand how to talk about their skills, experiences, and potential in industry-relevant terms, interviews become more productive, and hiring decisions become clearer.For employers, ChipPath is more than a platform, it has the potential to be a workforce multiplier. It reduces friction for job seekers, improves candidate readiness, and helps align skills with real demand across the industry. By leveraging ChipPath alongside outreach and engagement strategies, employers can help create a talent journey that is easier to navigate, access, and succeed in.When people can see where they fit, understand how to prepare, and connect directly to opportunity, the semiconductor industry becomes within reach.Job seekers today want and need more than just a salary; they want meaningful work and pride in what they do. Our industry offers these opportunities, but we must guide them to find it.Visit http://nnme.org/chippath to explore the platform, build your profile, and take your first step toward a future in semiconductors.Melinda Gomez is Program Manager, Veteran Initiatives at the SEMI Foundation.