Semiconductor Megatrends, Fab Investment, and the Mid-Year Equipment Outlook
The semiconductor industry is entering a new phase of growth shaped by AI infrastructure, regional capacity expansion, and shifting supply chain priorities. While AI demand continues to drive strong investment in leading-edge logic, memory, advanced packaging, and data-center infrastructure, the broader market remains uneven, with consumer-driven segments such as PCs and smartphones recovering more slowly. This presentation will review the key megatrends shaping the industry outlook, including the acceleration of AI-related demand, the changing profile of fab investment, and the implications for global capacity expansion. It will also highlight SEMI’s mid-year equipment forecast, with a focus on how investment momentum is evolving across regions, device segments, and technology nodes.
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.