semiconductor industry

The semiconductor and electronics industries are at a turning point. Once defined by efficiency and scale, supply chains now face a convergence of pressures—from geopolitical tensions and climate risks to accelerating innovation cycles. The stakes are higher than ever, but so are the opportunities to reimagine how this global ecosystem operates.The End of “Just-in-Time” as We Knew ItIn 2025, one thing is clear: the old “just-in-time, globally concentrated” supply chain model can no longer carry the industry forward. Trade policies are tightening, export controls are multiplying, and tariff investigations are fragmenting markets that once felt seamlessly connected.At the same time, natural resource risks are mounting. PwC estimates that by 2035, nearly one-third of global semiconductor production could face copper supply disruptions caused by climate change. That figure rises to nearly 60% by 2050 if emissions remain unchecked. Add to this the growing maze of regulatory barriers and import restrictions on raw materials, and the industry faces rising procurement challenges and relentless cost volatility.Demand Isn’t WaitingWhile supply chains struggle with constraints, demand continues its upward climb. Global chip sales are rebounding, driven by innovation cycles in AI, automotive electronics, 5G, and renewable energy. Bringing new manufacturing capacity online takes years. The imbalance is widening, and companies can’t afford to rely on outdated, reactive supply chain models.Resiliency has become mission critical. And as the saying goes: you can’t respond to risks you can’t see. Guesswork isn’t a strategy—especially when disruptions are systemic.Fragility in a Fragmented EcosystemSemiconductor production is specialized and geographically fragmented. A disruption at a single node—whether a mine, a fab, or a logistics hub—can ripple through the ecosystem in days or even hours.Recent shocks have only reinforced this fragility:Trade restrictions are pushing manufacturers to rethink supply chain design.Climate change is endangering raw materials like copper and quartz, both highly water- and energy-intensive to produce.Market volatility is being driven by the explosive rise of AI and data center demand.The lesson is simple: resilience is no longer optional—it’s an existential requirement. And the path to resilience runs through visibility, agility, and collective intelligence.Real-Time Intelligence: From Luxury to NecessityIn today’s environment, quarterly or even monthly reporting cycles are dangerously slow. By the time a shortage, tariff, or logistics reroute appears on the radar, the window to act may have already closed. The cost of waiting—or doing nothing—is steep, and the damage can be lasting.Real-time data and AI-driven insights aren’t “nice-to-have” tools anymore. They are strategic imperatives for supply chains under constant stress. They allow companies to anticipate risks, respond faster, and align more effectively with partners across the ecosystem.Collaboration Is the New CurrencyNo company can go it alone. A chipmaker depends on its suppliers, just as a rare earth miner depends on transport partners. The global supply chain is a living system—and its resilience depends on the strength of its interconnections.Deeper supplier relationships, visibility into Tier 2 and Tier 3 suppliers, and shared intelligence on geopolitical and regulatory shifts are all critical. Resiliency isn’t built in silos; it’s forged through collective action.Building the Future TogetherThe semiconductor and electronics industries stand at the threshold of a new era—one of collective risk but also shared potential. Companies that embrace transparency, real-time intelligence, and collaboration will not just survive shocks, but emerge stronger, more agile, and better prepared to lead.In this new chapter, collaboration is the currency of resilience.That’s where Conductor™ comes in: a real-time intelligence platform built to help industry players anticipate, adapt, and act – together. Conductor weaves all those threads together, delivering not just data, but a shared situational awareness, helping the industry to think and act as a system rather than a collection of silos.What Conductor Enables - and What It Could Lead ToSmarter, faster decisionsA platform like Conductor, which uses near real time data, AI-powered news and alerts, and community-driven insights, turns reactive “damage control” into proactive “risk management.”By bringing together cross-segment, critical KPIs, curated AI news, expert analysis, and peer-community intelligence, Conductor helps teams understand what’s happening now, assess the likely impact on their business, and decide how to respond - faster, and with more context.Over time, this could shift the default mode of the industry from “fire-fighting” to “anticipatory steering.”A more adaptive supply chainAs more organizations adopt the platform, the collective visibility improves. Conductor can power scenario planning, enable early warning systems, and foster agile “micro-pivot” strategies: reroute logistics, adapt sourcing, or reallocate production before a disruption becomes a crisis.New models of ecosystem resilienceWith consistent, shared intelligence, industry players can identify common vulnerabilities and coordinate mitigation for mutual gain. Over time, this could lead to more resilient operations through diversified sourcing strategies, and even shared contingency mechanisms.In short: Conductor is a building block toward a more distributed, more transparent, more resilient global semiconductor ecosystem.Accelerated innovation cyclesWhen the risk of disruption is better managed, companies can operate with more confidence, investing in new capacity, experimenting with new chip architectures, or integrating new markets more aggressively. Technology diffusion accelerates when the fear of “what-if” is reduced.Where We Go From HereConductor is already in early-access pilot phase, and feedback from the SEMI Supply Chain Management Initiative’s Industry Advisory Council is actively shaping its evolution.As adoption spreads, network effects will increase the platform’s predictive power, making it more valuable for everyone involved.In an industry that’s increasingly defined by fast change and high stakes, tools like Conductor shift the balance: from reactive scramble to informed strategy, opaque fragility to visible resilience, and from isolated action to ecosystem collaboration.The future of supply chain resilience starts here. Sign up for early access to Conductor today and help drive the new era of trade.Talal Abu-Issa is Co-CEO and Co-Founder of Beebolt.Krish Dharma is Strategic Advisor, SEMI Supply Chain Initiative.

As the semiconductor industry continues to evolve, successful workforce development initiatives are becoming increasingly essential. In Malaysia, around 60,000 new engineers are needed to support the country’s plans for industry growth. However, despite the rising need for new engineering talent, student interest for STEM in Malaysia is declining. Women in particular, are even less likely to consider careers in engineering fields than their male counterparts, and this holds true worldwide. One reason is due to gender biases that form around STEM in early childhood. The Journal of Applied Developmental Psychology found that boys are more likely to consider themselves “good” at STEM, and this stereotype is later reinforced by male dominance within STEM classes. To mitigate the talent shortage, and to encourage more young women to consider STEM careers, STMicroelectronics created its "STEM your way" initiative. This program supports STEM education throughout Malaysia, as well as all other countries that STMicroelectronics operates in. Through STEM your way, STMicroelectronics shares its passion for science and electronics with today’s primary and high school students. Over the last three years, STEM your way has reached nearly 70,000 students globally. To address the STEM gender disparity in Malaysia, SEMI Southeast Asia (SEA) has been proudly collaborating with STMicroelectronics since 2023 on its ST Maur GEMS program, as part of STEM your way. The girls in engineering, mathematics, and science (GEMS) program is foundational for developing future engineering talent and sparking STEM interest among female students. One of SEMI SEA’s first GEMS program initiatives was a “train-the-trainers” session, where SEMI SEA representatives shared creative approaches for teaching STEM-focused course material. This involved the use of Circuit Scribe and Micro:bit Smart Science IoT kits to make lessons tactile, engaging, and memorable. These interactive teaching aids form the basis of a “STEM kit,” and as of today, SEMI SEA and STMicroelectronics have sponsored roughly 200 kits. These efforts culminated in December 2024 during the GEMS IoT Challenge at Universiti Technikal Malaysia Melaka, where 68 students from 17 primary schools showcased their innovative projects. Students demonstrated their technical knowledge and creativity by coupling Micro:bit IoT kits with AI cameras, Wi-Fi modules, servomotors, and more, with the intention of solving day-to-day problems. Posters of students’ solutions at the IoT ChallengeWith the collaborative success of the ST Maur GEMS program, SEMI SEA is excited to help scale the challenge to include additional countries. To partner with SEMI SEA to bring STEM education opportunities to Southeast Asia, please contact Cecelia Fong at [email protected]. SEMI Southeast Asia ContactCecelia Fong, Technology Programs ManagerEmail: [email protected]

The semiconductor industry is important for a myriad of reasons. We are all familiar with how these tiny chips full of electricity and nanotechnology fuel innovation and global connectivity, impact our economy, and play a vital role in national security. We also acknowledge that, just as it took decades to achieve such technological success, it also required many innovators from different backgrounds who contributed an array of perspectives and specialized knowledge. The advancement of this industry is essential to our economic growth and national security, and its historical development is significant. In honor of Black History Month, we appreciate and celebrate the impact of Black innovators in STEM who helped lay the foundation for semiconductor technologies.Engineer and video game developer Jerry Lawson in his office, circa 1980. (Strong Museum of Play)Back in 1958, Fairchild Semiconductor in San Jose and Texas Instruments in Dallas both developed the integrated circuit (IC), setting the stage for future tech innovations. Fast forward to the early '70s when Gerald “Jerry” Lawson, an engineer at Fairchild, took that foundation and changed the gaming world forever. Lawson led the team that created the Fairchild Channel F, the first console to use ROM cartridges—making it possible to swap out games instead of being stuck with the ones built into the system. Before that, he even built a coin-operated game called Destruction Derby using Fairchild’s F8 microprocessor. Thanks to Lawson’s work, we went from basic arcade games to the expansive gaming experiences we have today. So, the next time you fire up your PlayStation or Xbox, give a nod to Jerry Lawson, the father of the game cartridge and a true pioneer in the industry.Dr. Shirley Ann Jackson as an employee at Bell Labs. (wowstem.org aip.org)Bell Labs made history in 1947 with the invention of the transistor, a game-changer for electronics. Years later, Dr. Shirley Ann Jackson, the first African American woman to earn a Ph.D. from MIT, carried that legacy forward with her groundbreaking research at Bell Labs. Her work on electronic switching and signal processing helped make modern telecommunications faster and more reliable. Thanks to her theoretical contributions and advancements in strained-layer semiconductors, the way data travels over long distances was completely transformed. So, the next time you’re streaming a video or making a call, you’ve got pioneers like Dr. Jackson to thank for the tech that keeps us all connected.Many more historical figures from the Black community have made significant contributions to STEM. Here’s just a small sample of those pioneers and their achievements:Dr. Mark Dean via @IBM on TwitterDr. Mark E. Dean co-developed the first gigahertz microprocessor, capable of performing a billion calculations per second, and holds three of the original nine patents for the IBM PC. Dr. Frank S. Green Jr. made key contributions including advancements in thin-film transistors, integrated circuits, and semiconductor materials, shaping modern microelectronics and solid-state devices while at Bell Labs. Dr. Patricia Bath (prnewswire.com)Patricia Bath developed laser technology for cataract treatment powered by diode (semiconductor) lasers. Dr. James E. West was a co-inventor of the foil-type electret technology that influenced MEMS microphones, which use semiconductor microfabrication techniques to create highly sensitive, miniaturized audio sensors. Left, a portion of the patent plan designed by Marie Van Brittan Brown and her husband Albert, right. (Marie Van Brittan Brown and Albert L. Brown, courtesy U.S. Patent and Trademark Office; New York Times / Redux)Marie Van Brittan Brown invented the closed-circuit television (CCTV) security system, a precursor to modern surveillance technology, demonstrating how semiconductors transformed security systems and paved the way for the advanced digital surveillance systems we use today. Valerie L. Thomas was a physicist, inventor and NASA analyst who patented illusion transmitter technology that projected the appearance of a 3D image. This virtual reality-like technology is still used by NASA today.For many young people, a lack of role models in STEM can discourage them from considering these fields. When students don’t see individuals who share their backgrounds or experiences represented in these industries, STEM careers can feel out of reach or unwelcoming. Seeing people who have similar stories helps break down those barriers and shows students that these paths are open to them.There’s a deep sense of pride and fulfillment in supporting workforce development and opening doors for the next generation. By bringing attention to the often-overlooked contributions of Black inventors, scientists, and engineers—especially in the semiconductor industry—we hope to inspire a wider range of young people to explore these opportunities. Sharing these stories not only honors those who have shaped the industry but also encourages students to imagine themselves as future leaders in the field.As the semiconductor industry continues to evolve, it’s essential to build a strong talent pipeline that is welcoming to all. Even from non-technical roles, we play a vital part in shaping that future by raising awareness, sparking curiosity, and helping young people discover the vast possibilities within this exciting industry.Jeana Harper-Kirkland is the SCAN Michigan Program Navigator at the SEMI Foundation, focusing on K-16 educator resource management, Educational Research and Dissemination, and supporting Workforce Development training programs.Richard Walker is the Senior Program Manager of Industry Awareness at the SEMI FoundationReferences Biography.com Editors, “Mark Dean” https://www.biography.com/inventors/mark-dean Britannica “integrated circuit” https://www.britannica.com/technology/integrated-circuit Britannica “Shirley Ann Jackson American scientist and educator” https://www.britannica.com/biography/Shirley-Ann-JacksonCherry, Ronnia “7 Black Innovators Who Shaped the Tech Industry“ https://www.newegg.com/insider/7-black-innovators-who-shaped-the-tech-industry/ Harvard (The Center for Hellenic Studies) “Africa: Greek and Roman Perspectives from Homer to Apuleius” https://chs.harvard.edu/chapter/introduction-7/#:~:text=This%20book%20considers%20the%20contact%20between%20Greco-Roman%20civilization,understand%20Africa%20appeal%20to%20the%20realm%20of%20myth. Hilgers, Laura (Smithsonian Magazine) “Marie Van Brittan Brown” https://www.smithsonianmag.com/innovation/history-home-security-alarm-180977002/ March 2021How Stuff Works, “Did the ancient Greeks get their ideas from the Africans?” https://history.howstuffworks.com/history-vs-myth/greek-philosophers-african-tribes.htmJohns Hopkins Whiting School of Engineering “Dr. James E. West”https://engineering.jhu.edu/faculty/james-west/Nokia Blog “The transistor: 75 years since the famed Nokia Bell Labs invention changed the world” https://www.nokia.com/blog/the-transistor-75-years-since-the-famed-nokia-bell-labs-invention-changed-the-world/Purdue University College of Engineering, “Frank S. Greene Jr” https://engineering.purdue.edu/Engr/People/Awards/Institutional/DEA/DEA_2002/greene Rocchio, Laura E.P. “Valerie L. Thomas”https://mynasadata.larc.nasa.gov/stem-career-connections/meet-dr-valerie-l-thomas-landsat-image-processing-specialist UCLA Health, "Patricia Bath” https://www.uclahealth.org/news/release/in-memoriam-dr-patricia-bath-76-physician-and-inventor-who-helped-restore-or-improve-vision-for-millionsYarlagadda, Tara "Jerry Lawson Forever Changed the Video Game Industry" 1 January 1970. HowStuffWorks.com. https://science.howstuffworks.com/innovation/big-thinkers/jerry-lawson.htm

How Cool is That - Northrop Grumman’s “World’s Fastest Microchip” won the 2024 “Coolest Thing Made in California” contest, organized by the California Manufacturers Technology Association (CMTA). Public votes were cast for 138 California-made products in four rounds, culminating in this microchip—boasting speeds up to 1 terahertz—being crowned the winner. Manufactured in Redondo Beach, CA, the chip is 1,000 times faster than smartphone processors and represents California’s cutting-edge manufacturing sector. The contest and award ceremony were celebrated during CMTA’s MakingCA Conference, honoring manufacturing’s $310 billion contribution to the state’s economy. Doing the Green Wave - NIST scientists have successfully created a compact, full-spectrum laser covering the green-yellow-orange wavelengths, long considered challenging to produce. Traditional semiconductor lasers struggled with green wavelengths due to material limitations, so NIST turned to nonlinear optics, producing different wavelengths by adjusting silicon nitride device geometry and laser input. This breakthrough enables more precise, pure wavelengths ideal for quantum computing, medical devices, and underwater communications. Their method combines pump laser tuning and device adjustments, achieving 150+ wavelengths, demonstrating a significant advancement in accessible, high-quality lasers.Source: NIST’s Compact Green Semiconductor Laser - IEEE SpectrumEnergy Hero - At the 2024 ITF World conference, AMD CEO Lisa Su spotlighted a new goal: a 100x boost in computing efficiency by 2027. As shrinking transistor sizes yield diminishing returns, materials innovation has become essential for boosting performance and efficiency. Applied Materials has responded with advanced materials engineering solutions, harnessing exotic elements and 3D chip designs to improve efficiency. For instance, Applied’s Integrated Materials Solution™ combines six process technologies to reduce chip wiring resistance by 25%, a critical advance as semiconductor nodes shrink to the atomic scale. These methods promise breakthroughs in power efficiency across AI, personal electronics, and more. Building Automation of the Future - Imagine a future where every device in newly built structures— from HVAC systems and appliances to light switches and sensors—is equipped with a microprocessor and linked through a reliable communication network. This could transform how buildings operate, yielding substantial benefits across various sectors. Chip manufacturers would see new growth opportunities, while builders could offer smarter, more efficient homes. Consumers would gain convenience and comfort, as buildings could dynamically adjust to personal preferences and real-time needs. For instance, rooms would automatically adapt their temperature as people move through them, making manual thermostat adjustments obsolete. This automated approach wouldn’t just create a more comfortable environment but would also optimize energy use, potentially lowering costs and benefiting the environment.Source: Building Automation of the Future - EE TimesDo you have a fun fact to share? We invite SEMI members to share fun facts about the industry or their company. We’ll consider your tidbits for inclusion in future blog articles and or posting on social media. Complete our survey form or email [email protected]. Learn more about the SEMI Foundation and its initiatives to promote industry awareness and help provide a path for those interested in rewarding careers in microelectronics. Follow the SEMI Foundation on LinkedIn, Instagram, X and Facebook. Margaret Kindling is Senior Program Manager for Diversity, Equity, and Inclusion at the SEMI Foundation. She promotes inclusion and belonging via Women in Semiconductors, Semiconductor PRIDE and SEMICON West Workforce Development Pavilion programming.

SEMI Korea Members Day 2025 in September featured a wealth of insights on semiconductor industry market and technology trends. As the two-year semiconductor inventory correction eases, Soo-Kyoum Kim, vice president at International Data Corporation (IDC), provided a market update during his address to the event’s 400 attendees at the Suwon Convention Center. He highlighted that the semiconductor market is showing signs of gradual recovery, with growth predicted for the second half of 2024 and into 2025. This growth, he said, is being fueled by rising demand for artificial intelligence (AI) and high bandwidth memory (HBM). He projected that the total semiconductor market would grow to $779.8 billion in 2025, marking a 15.8% increase from this year's estimate of $673 billion. By next year, the memory market is expected to rise by 24%, largely driven by demand for AI. Although consumer demand will likely weaken due to a slowdown in the Chinese market, Kim shared that easing inventory adjustments will lead to a rebound during the second half of 2024, particularly in the growth of DRAM and NAND. Kim also predicted that the non-memory market, which reached $503.4 billion this year, will grow to $569.4 billion by 2025.Additionally, the compound annual growth rate (CAGR) for semiconductor network and data center sales is projected to be 26.4% and 16.2% by 2028, respectively. Kim explained that the strong demand for AI semiconductors in data centers and networks will help the semiconductor market maintain an 8% CAGR over the next five years, following the 2023 market adjustment.SEMI Korea Members Day HighlightsH.D. ChoThe AI-driven industrial transformation is demanding more advanced processes. To accommodate AI, the industry has shifted its focus away from miniaturization toward back-end processes. However, the challenges facing Korea's semiconductor industry have also intensified. Leading semiconductor research firms shared in-depth market forecasts and presented their latest semiconductor technology roadmaps, offering insights on business strategies for Korea’s semiconductor ecosystem.In his opening remarks, H.D. Cho, president of SEMI Korea, expressed deep gratitude for the exceptional resilience of SEMI Korea’s members, who continue to overcome roadblocks despite global uncertainties. He also highlighted the growth of SEMI Korea’s member companies, emphasizing their positive role in the global semiconductor supply chain, as well as SEMI's ongoing commitment in supporting their innovations.Call for Renewable Energy Policy Reform to Achieve Net ZeroBora Lee, leader of Solutions For Our Climate (SFOC), emphasized the strong correlation between the semiconductor industry and Korea's economic growth. Lee also outlined key factors contributing to the high costs that hinder renewable energy adoption in the semiconductor sector. "Korea's levelized cost of electricity (LCOE) for renewable energy is about 2-3 times higher than the global average," she said. "The establishment of a policy council involving semiconductor companies is a crucial step in developing cooperative strategies to promote the use of renewable energy." In addition, Lee stressed that collaboration among suppliers, consumers, and policymakers is necessary to address these barriers and accelerate the transition to renewable energy within the industry. AI is Reshaping the Global Memory MarketPeter Lee of CITI Group shared that the convergence of cloud and edge computing is helping support new demands from AI, the metaverse, and automotive applications. As a result, this will increase long-term demand for memory. "The growing demand for AI is diversifying the memory market," Lee said. "This includes products such as HBM, LLW, LPDDR5T, and CXL, all of which are expected to see increased adoption according to AI computing requirements."As the need for parallel processing in AI training and inference tasks grows, Lee predicted the demand for HBM3 and DDR5 will significantly rise. HBM's share of total DRAM revenue is expected to increase dramatically – from 11% in 2023, to 30% by 2027. Expected Growth of the GaN Power Semiconductor MarketHo-Young Cha, a professor at Hongik University and co-founder and CTO of ChipsK, highlighted that the GaN power semiconductor market is expected to see continuous growth due to its advantages over silicon-based devices. The expansion of GaN technology applications in various industries, including consumer electronics, automotive, and telecommunications, he said, will drive additional growth."The GaN power semiconductor market will grow from $180 million in 2022 to $2.04 billion by 2028," said Cha. Growth Outlook for the Semiconductor Equipment and Materials Market in 2025 Clark Tseng, director of the SEMI Market Intelligence Team, projected that the short-term outlook for the global semiconductor market will gradually recover due to improvements in end-demand for major electronic product sectors and surging demand for AI chips. "The equipment and materials markets are expected to show a slight improvement in 2024, with a strong recovery anticipated in 2025," Tseng stated. He noted that the equipment market would grow by approximately 3% in 2024 from $95 billion in 2023 and is expected to grow by 15% in 2025. Regarding wafer fab materials, the silicon wafer market is expected to decline from $14.1 billion in 2023 to $13.2 billion in 2024. However, recovery is anticipated to begin in the second half of 2024, with the market projected to reach a new record of $48 billion in 2025. For more insights on Korea and the industry, attend SEMICON Korea from February 19-21, 2025 at COEX Convention Exhibit Center. Visionaries and leaders will gather to discuss the latest developments, innovations, and business opportunities within the industry. As the region’s premier microelectronics event, SEMICON Korea 2025 is expected to host 70,000 attendees, 500 exhibitors, and 200 speakers. More event information, including registration details, will be available soon.Jaegwan Shim is Senior Specialist, Marketing at SEMI.

In the rapidly-evolving semiconductor industry, maintaining a competitive edge is crucial. To position Europe at the forefront of global semiconductor innovation, imec is leading the NanoIC pilot line initiative. Aligned with the European Chips Act, this initiative is a strategic move to bolster Europe's leadership in key markets like high performance computing, automotive, and healthcare.SEMI spoke with Srikanth Samavedam and Jo De Boeck from imec, Belgium, to learn more about the NanoIC pilot line and to better understand its goals, challenges, and prospects. From transitioning to gate-all-around (GAA) nanosheet devices, to developing advanced memory technologies and interconnects, this conversation highlights the cutting-edge advancements made possible through collaboration across the industry’s value chain.SEMI: How is the NanoIC pilot line working to revolutionize the semiconductor industry, and what are its main objectives?Samavedam: The NanoIC pilot line is a European initiative aimed at bridging the gap between R D and industrial innovation. The project is creating a beyond-2nm system-on-chip (SoC) pilot line, developing advanced logic, memory, and interconnect technologies. This effort supports the European Chips Act's vision for leadership and competitiveness in global semiconductor innovation, particularly in critical markets like high performance computing, communication, automotive, energy, and healthcare. However, advanced technologies come with more complexity, and addressing these complexity challenges requires more mature module baseline flows. By improving baseline flow repeatability and variability while reducing defectivity, we can accelerate the development of future technologies. The NanoIC pilot line is working to provide access to these advanced technologies and baselines to develop future compute systems. This will help ensure European competitiveness across the industry – from semiconductor materials, equipment and design to systems and applications.SEMI: Who are the core partners involved in this initiative?De Boeck: Key partners of the pilot line include CEA-Leti, Fraunhofer-Gesellschaft, VTT Technical Research Centre of Finland, Tyndall National Institute, and the Center for Surface Science and Nanotechnology of the University POLITEHNICA of Bucharest. This project is also supported by the Flemish government, other participating states, and the Chips Joint Undertaking of the EU Chips Act.These institutions and organizations bring a wealth of knowledge and resources, and imec compliments their efforts by providing access to its global partnerships with key industry leaders. The NanoIC pilot line is helping strengthen Europe’s global semiconductor industry leadership while aligning efforts with other regional Chips Acts. SEMI: Can you elaborate on the significance of transitioning from field-effect transistors (FinFETs) transistors to GAA nanosheet devices in CMOS technology?Samavedam: The transition from FinFETs to GAA nanosheet devices is a significant advancement in CMOS device technology. FinFETs have been the backbone of CMOS technology from the 22nm to the 3nm node. But starting at the 2nm node, nanosheet devices will need to be introduced. Nanosheet devices, including variants like Forksheet devices, are expected to drive scaling and performance through three generations – 2nm, A14, and A10. Complementary FET (CFET) architectures are also expected to be introduced around 2031 at the A7 node, which will represent another major inflection point in CMOS device design. This progression requires extensive research into new materials, process modules, equipment, and advanced patterning capabilities using high numerical aperture extreme ultraviolet (high NA EUV) lithography – all of which will be implemented on the NanoIC pilot line. FIGURE PROVIDED BY IMEC │ SCHEMATIC ILLUSTRATION OF A FUTURE COMPUTE SYSTEM. THE SYSTEM IS MADE OF LARGE MULTI-DIE ELECTRICAL-OPTICAL INTERPOSER PROVIDING ELECTRICAL AND OPTICAL INTERCONNECTS BETWEEN THE VARIOUS CHIPLETS (CPUS, GPUS, HBM). ALSO SHOWN ARE CONNECTIONS TO PACKAGE SUBSTRATE, AS WELL AS FIBER CONNECTORS AND AN INTEGRATED LASER SOURCE. CENTRAL PROCESSING UNIT (CPU); GRAPHICS PROCESSING UNIT (GPU); HIGH BANDWITH MEMORY (HBM); PROCESSING UNIT THAT CAN INCLUDE CPUS, GPUS, AND OTHER SPECIALIZED PROCESSORS (XPU); APPLICATION-SPECIFIC INTEGRATED CIRCUIT (ASIC); ELECTRONIC INTEGRATED CIRCUIT (EIC); FF-LEVEL: FEMTOFARAD-LEVEL; FIELD-PROGRAMMABLE GATE ARRAY (FGPA); GAAS QD: GALLIUM ARSENIDE QUANTUM DOT; INTEGRATED SILICON PHOTONICS PLATFORM 300MM (ISIPP300); REDISTRIBUTION LAYER (RDL); SILICON PHOTONICS (SIPHO); THROUGH PACKAGE VIA (TPV). SEMI: What are the key innovations necessary for advancing memory technology?Samavedam: As SRAM scaling slows, the exploration of novel, dense embedded memory concepts will become imperative. Technologies like spin orbit torque magnetic RAM (SOT-MRAM) and 2-transistor 0-capacitor (2T0C) embedded DRAM using deposited semiconductors like indium gallium zinc oxide (IGZO) are promising. These innovations address memory capacity and bandwidth challenges from new workloads in compute systems. Additionally, developing a 3D memory platform to explore future memory options will be essential for improving SRAM and DRAM. These advancements will help meet the demands of new applications like machine learning, augmented and virtual reality, and autonomous vehicles.SEMI: How do advanced interconnect technologies contribute to the future of semiconductor design?Samavedam: Advanced interconnect technologies, like chip-to-chip lateral (2.5D or interposer technologies) and vertical interconnects (3D technologies), play a crucial role in addressing memory capacity and bandwidth challenges. These technologies enable the partitioning of SoC functions into separate dies, allowing for more efficient and scalable designs. Advances like pitch scaling of micro-bumps and copper (Cu) hybrid bonding are facilitating this fine-grained partitioning of SoC functions. Additionally, optical interconnects and 3D interconnect-enabled co-packaging provide high-bandwidth and low-power connectivity at wafer scale. The rise of chiplet architectures and standardization will also increase the demand for low-cost, tight-pitch interconnect technologies like Cu/polymer redistribution layers.SEMI: How do your collaborators benefit from the NanoIC pilot line? De Boeck: One of the biggest collaborator benefits is the pilot line’s commitment to knowledge sharing through R D access and training. We invite foundries, IDMs, materials suppliers, equipment suppliers, and system companies/OEMs to jointly develop the materials, process modules, and integration flows to accelerate the development of beyond-2nm SoC technology pillars.Design pathfinding and system exploration process design kits (PDKs) will be available for start-ups, small- and medium enterprises, universities, and design and system companies to aid in prototyping and testing their designs. The NanoIC pilot line will also offer comprehensive training programs, including virtual PDK training, bootcamps for faculty, and internships and expert courses for students. To learn more, experts and key partners of the NanoIC pilot line will be presenting from 14 -16:40 at SEMICON Europa on November 12. imec’s program, ITF Chip into the Future, will highlight advancements in digital technology, capacity building through the European Chips Act, and the role of the NanoIC pilot line in accelerating beyond-2nm innovation. The conversation will also address industry requirements for pilot lines, emerging initiatives boosting Europe’s innovation and competitiveness, and perspectives on advanced materials and semiconductor equipment. Srikanth Samavedam, Senior Vice President of Semiconductor Technologies at imec, oversees programs in logic, memory, photonics, and 3D integration. Previously, he was a senior director at GlobalFoundries, leading 14nm FinFET technology into production and developing 7nm CMOS. Starting his career at Motorola, he worked on strained silicon and other advanced materials. He holds a Ph.D. in materials science and engineering from MIT and a master's degree from Purdue University. Jo De Boeck, Executive Vice President and Chief Strategy Officer at imec, oversees the company’s strategic direction and serves on its executive board. He joined imec in 1991 after earning his Ph.D. from KU Leuven and has since held various leadership roles, including head of imec’s Smart Systems and Energy Technology business unit and CTO. De Boeck is also a part-time professor at KU Leuven. Maria Daniela Perez / Communications Manager, SEMI EuropePhone: +49 160 2562977Email: [email protected]

Gone are the days when companies were said to go “beyond compliance” if they had sustainability ambitions and operated in a largely voluntary space.Corporate sustainability now sits in a tangle of business priorities, stakeholder expectations, and regulatory obligations. New landmark legislation and policies have changed the game in many markets where semiconductor value chain companies do business. Today, accuracy of information, threshold-setting, evaluation criteria, and due diligence are subject to scrutiny, fines, and litigation.A myriad of compliance risks are now linked to business actions that were historically voluntary in a sustainability context. Fueling the shift are regulations such as the EU’s Corporate Sustainability Due Diligence Directive (CSDDD) and Corporate Sustainability Reporting Directive (CSRD).Across the semiconductor value chain, it is crucial for companies to have a solid regulatory strategy for their sustainability activities. They must take into account, for example, mandatory rules that drive up risks from selectively taking action on some sustainability issues while demoting others.Semiconductor manufacturing and design firms, together with their business partners, face heightened pressure to navigate business and sustainability priorities around the climate transition, human capital management, supply chain management, and a host of other environmental, social, and governance issues that are high on regulatory agendas.The SEMI Sustainability Initiative hosts several working groups that bring to light common concerns and provide a forum for sharing response strategies. To sharpen the guidance that SEMI offers, the Sustainability Initiative is launching the webinar series, Global State of Play: Sustainability Regulations, Reporting, Incentives. This series offers semiconductor industry professionals the chance to learn from top-tier experts on the most pressing challenges in compliance, disclosure, and strategy for sustainable business.The first webinar, Developing a Regulatory Strategy for Sustainability: How to Navigate Key Sustainability Decisions, will feature Ashley Walter, Partner and Chief Sustainability Officer at Orrick Herrington Sutcliffe LLP.As the global business association for the electronics design and manufacturing value chain, SEMI is pleased to convene experts to address improving sustainability strategies for our industry. The SEMI Sustainability Initiative invites industry stakeholders to see the importance of building a regulatory strategy that coordinates across functions, from engineering to the boardroom.Learn more and register.Jordan Famularo, PhD, is Programs Manager, Sustainability at SEMI.

SEMI High Tech U is making waves around the world, introducing students and educators to the fascinating world of microelectronics through hands-on, experiential STEM learning kits. The SEMI Foundation started the program in the U.S., aiming to spark interest in semiconductors and technology, and High Tech U has expanded across borders to reach students in Europe and Southeast Asia. Recently, young learners in Germany and Malaysia participated in the SEMI program, diving into circuits, coding, and connecting their learning to the ever-evolving semiconductor industry.One of the core goals of High Tech U is to empower educators and students with tools that make microelectronics accessible and engaging. Since 2022, thanks to support from sponsors like KLA, Nordson, Western Digital, STMicroelectronics, Applied Materials, Broadcom, Infineon, and Qorvo, the program has reached over 5,500 students across multiple states and countries.MichiganStudents in Ypsilanti creating circuits with various materials.In the summer of 2024, SEMI Foundation partnered with Toyota and Washtenaw Community College to provide a free three-day summer program at Parkridge Community Center in Ypsilanti, Michigan. Dozens of Ypsilanti middle school and elementary school students engaged in active, hands-on learning about circuits using everyday materials such as playdough, copper tape, and batteries. The students built basic circuits on paper, created light-up greeting cards, and sculpted figures illuminated with tiny LED bulbs. This learning opportunity taught students and their counselors how circuits and semiconductors are an integral part of everyday life.MalaysiaStudents, staff, and teachers from ST Muar GEMS program.In 2023, STMicroelectronics Muar sponsored High Tech U kits for local schools as part of their Girls in Engineering, Mathematics Science (GEMS) STEM Lab program. SEMI Foundation staff collaborated with the GEMS program and provided a live international train-the-trainer session where teachers familiarized themselves with the High Tech U kits and accompanying curriculum. This session ensured that STMicroelectronics partners from the Muar Primary School were prepared to implement the program and make the connections between student learning and the work of the microelectronics industry.The STMicroelectronics Muar GEMS program has since educated many students in the local area on circuits, coding, and the basics of semiconductors. This partnership continues to blossom as STMicroelectronics aims to expand the implementation of the successful GEMS program. Moving forward in 2024 and beyond, GEMS students will apply their newfound skills in a friendly competition to solve real-world problems, showcasing how knowledge of circuits and coding can make a difference in creating a better world.GermanyStudents from SEMI Europe’s inaugural High Tech U program in Berlin.The SEMI Europe team has also recently launched their first High Tech U program in partnership with the Micro:bit Educational Foundation. Through a series of hands-on STEM activities, SEMI introduced a 4th-grade class in Germany to the fascinating world of microelectronics. Students were able to explore the fundamentals of coding and electronics through building a codable guitar using cardboard, aluminum foil, and electrical clips.The program continues to grow in Europe, providing students opportunities for interactive projects like crafting dice, programming melodies, and building smart sensors. The students’ enthusiasm and curiosity has shown the possibilities of engaging young minds in the world of microelectronics.Expanding Opportunities for Industry InvolvementSEMI invites you to take part in attracting, developing, and retaining the microelectronics talent of the future. Join us in this critical work while strengthening your company’s impact on your local communities. Learn more about High Tech U and opportunities for companies to get involved around the globe by contacting Bia Hamed at [email protected]. Berton Mahardja is the Director of Global Education Initiatives at SEMI Foundation. Prior to joining SEMI, Berton served in various roles across K-12 education. He is passionate about programs that support equitable industry access for students and adults.

The semiconductor industry, once a hidden force in technology, is now recognized as a pivotal driver of the modern economy. As the engine behind everything from smartphones to smart cities, semiconductors fuel innovation and shape how students learn, play, and engage with the world, making chips a crucial factor in shaping our collective future as the climate changes.In line with SEMI Sustainability Initiative participation at Climate Week NYC, we are preparing a groundbreaking pilot program at the intersection of youth empowerment, workforce development, and climate action. To help the semiconductor industry develop a climate-literate workforce, the SEMI Climate Equity Social Impact Working Group and the SEMI Foundation have partnered to develop a global K-12 program open to all SEMI members for participation and sponsorship. The program will share best practices and resources such as those that follow in this article.SEMI will announce the program at the 29th United Nations Climate Change Conference, more commonly known as COP29, which will be held in Baku, Azerbaijan from November 11-22, 2024. SEMI members are encouraged to become partners and help shape the program ahead of COP29. Contact us to learn more and participate in the announcement.The Opportunity for Semiconductor Industry Climate Leadership It’s not enough for students to simply be aware of climate change and the United Nations Sustainable Development Goals. Awareness alone won’t protect communities or help solve the problems we may all face in the future. We must prepare the next generation to be climate-literate — providing them with the knowledge, tools, and skills to understand complex issues, work collaboratively across the globe, and develop practical, real-world solutions. With this foundation in place, young people become proactive global citizens with the skills to solve problems.The semiconductor industry doesn’t need to reinvent the wheel or build new networks to drive partnership at the intersection of sustainability and workforce development. Companies in our value chain are already well positioned to scale equitable opportunities, promote STEM and AI skills, and empower students to tackle real-world climate challenges as we help prepare them for future careers. Global networks of sustainable schools focused on climate action are well-established in key semiconductor regions. In Taiwan alone, over 330,000 students will participate this year.Sustainable schools networks engage teachers and students with programs that are fun, motivating, and spark curiosity by providing ownership over solving real-world challenges. These mostly free programs can also help drive gender and racial equity into the tech, science and engineering fields for communities and schools that might otherwise be left behind.Examples of programs with youth-designed climate actions are all around us. Students in one New Taipei City, Taiwan school conducted their own energy audits to reduce energy consumption in their medium-income community. Students in a North Pennsylvania, U.S. school of limited resources created a community garden that sparked interest in biodiversity and STEM.Our industry has a unique opportunity to tap into existing sustainable schools networks and help them grow, while amplifying youth-led climate action. These efforts will empower the next generation to drive meaningful change in their communities and inspire young people of every demographic to see the semiconductor industry as a place where they can build impactful careers.Leading the Way: Why the Semiconductor Industry is PivotalGiven the essential role of semiconductor companies in the global electronics design and manufacturing value chain, industry leaders have a unique opportunity to lead the way in cultivating a climate-literate generation of students for the future workforce. Early education on sustainability and technology integration is crucial, positioning leading companies and their partners to shape the emerging global workforce. The long-term semiconductor workforce development effort must cultivate global citizens who understand how to apply their skills in solving challenges. Opportunities for All Schools: Making Climate Education InclusiveWhile some high-resource schools may be able to integrate advanced environmental science and technology projects, it’s important to ensure that all students have access to meaningful climate learning opportunities. For example, students at schools with fewer resources can engage in projects like programming inexpensive micro:bit sensors to measure local water quality or sample moisture levels in their community gardens. Projects such as these are affordable, scalable, and can be implemented in any school, providing students with hands-on experience in environmental science and technology.More importantly, they build critical thinking and problem-solving skills that empower students to take ownership of climate issues affecting their communities.Additional powerful examples already in existence that provide a basis for scalable teaching, learning and partnership for schools globally include:1. Global Climate Pathways (GCP) is a program where various middle schools around the world work together to solve climate problems. Schools that participate receive learning opportunities and tangible STEM learning tools, including STEM kits. These innovative tools provide learning opportunities in coding and circuits.2. EcoSchools U.S. is a global sustainability education program run by the National Wildlife Federation (NWF). This transformative program is student-led, integrating green STEM through project-based learning. It provides opportunities for students to take ownership of their learning by addressing real-world challenges, drives student and teacher engagement, and creates tangible sustainability impacts across school communities. EcoSchools US fosters the development of transferable skills highly valued by employers, such as problem-solving, critical thinking, and interpersonal skills.3. Global Classroom Project is an initiative by Fairfax County Public Schools in Virginia, USA, designed to enhance students' global awareness and cultural understanding. It typically involves integrating international perspectives and global issues into the curriculum, promoting cross-cultural exchanges, and connecting students with peers from around the world.New Jersey Institute of Technology President Teik C. Lim hosts an exchange of Taiwan educators during their visit to advance global collaboration for students.A Common Ground for All Stakeholders: Education with a PurposeA challenge in K-12 engagement is the differing perspectives on its purpose among stakeholders. Companies in the semiconductor value chain may view this student outreach as a way to develop technical talent, while green nonprofits often emphasize climate education and sustainability.Bridging these perspectives requires building a platform that any classroom or school can access if they choose. Adopting a public-private partnership approach brings together corporate, government, and nonprofit stakeholders around a shared set of values. This collaborative effort aims to create opportunities and solutions for communities globally.By investing in early education, the semiconductor industry will not only prepare young people to tackle environmental and technical challenges but also ensure they are ready for future job opportunities and educational pathways. These efforts will help attract students to become part of an industry that values their contributions and future, shaping a workforce equipped to lead and innovate in a rapidly evolving world.This is the moment for companies in the semiconductor value chain to lead by example, demonstrating their investment not just in technology but in the sustainability and health of our planet. By supporting K-12 education with a focus on climate literacy, international partnership, sustainability, and STEM, companies in our value chain can build a brighter, more sustainable future for us all—while ensuring that today’s students are prepared to address the challenges of tomorrow. Justin Harris is Senior Advisor for Climate Equity Social Impact at SEMI, Bia Hamed, Ph.D. is Program Manager, Global Education Initiatives at the SEMI Foundation, and Marley Hauser is senior coordinator for the Climate Equity Collaborative. Acknowledgements Partners We thank our first round of partners for the SEMI global K-12 climate engagement program for their contributions of time and thought leadership to this effort: SEMI members, Climate Equity Collaborative, National Wildlife Federation, ARCedTech, Fairfax County Public Schools, Kaohsiung City Education Bureau, U.S. Environmental Protection Agency, Taiwan Ministry of Environment, Sustainable Jersey for Schools, New Jersey Department of Education, Dr. Prabhakar Shrestha of New Jersey Institute of Technology (NJIT), Dr. Tim Hsu of Global Environmental Enhancement (GEE) in Taiwan, New Jersey Audubon, and the students of NJIT and Readington Middle School in Whitehouse, New Jersey. Special thanks to Shari Liss, Vice President for Workforce Development at SEMI Foundation, and Dr. Mousumi Bhat, SEMI Vice President for Sustainability.

Use of machine learning and artificial intelligence (ML/AI) is on an exponential rise across fields1 including all aspects of the semiconductor industry. In the last decade, the use of ML/AI exploded in the areas of speech recognition, facial recognition, smart phone features, search engines and now large language models like ChatGPT, Bard AI, and CoPilot. The ML/AI growth has been enabled by massive data storage capacity and increased compute performance, leading to projections for the semiconductor industry to reach over $1 trillion in annual revenue by 2030, with about 50% of the industry’s growth related to GenAI2. Figure 1: McKinsey Company on GenAI driving semiconductor industry growthAs semiconductor manufacturing drives toward Industry 4.0, SEMI member companies have a vision of Industry 5.0, truly adaptive manufacturing, integrating human creativity with robotic precision enabled by AI. Along that path, automation and data exchange in every step of manufacturing is essential, with data acquisition, data integrity and relevance, and operational Digital Twins3 as defined steppingstones to the factory of the future.Based on growing member interest in ML/AI, in 2019, SEMI assembled technology communities that quickly engaged in AI discussions and proofs of concept, discovering gaps in the path to Industry 4.0. Successful demonstrations of the value of AI in chip manufacturing process development and factory efficiency, not to mention GenAI uses in society, hastened the pace to produce faster, more powerful chips to accommodate the computation and communication requirements. Recognizing the industry opportunity and the mounting role AI plays in the semiconductor supply chain, SEMI initiated several thought leadership efforts, namely the Smart Manufacturing Initiative, Smart Data-AI Initiative, and the Future of Computing think tank.Smart Manufacturing According to the SEMI World Fab Forecast, over 100 new and expanded wafer fabs will begin volume production by 2027. This massive capacity expansion will need to achieve the highest possible operational efficiency and performance. To this end, the Smart Manufacturing Initiative is a technology community with over 120 member companies collaborating pre-competitively to transform manufacturing. The SEMI Smart Manufacturing Global Executive Committee (GEC), outlined a roadmap vision for the cognitive factory of the future based-on technology, sustainability and future talent. The GEC has been working with members to realize that vision. Figure 2 describes this vision in terms of the technology progression needed and the approximate timeline for implementation by most manufacturers. The proliferation of this vision through Smart Manufacturing Forums at SEMICON events around the globe, newsletters and blogs has garnered enormous interest and participation in the initiative and is central to the mission of connecting and raising awareness within the ecosystem. Figure 2: AI-Driven Smart Factory (Point Systems to Autonomous Solutions) To move the needle on this vision, industry experts in the initiative successfully created and launched the Industry 4.0 Readiness Assessment Model (IRAM) to help assess technology deployment progress. IRAM adoption is steadily growing. Modern front-end and back-end lines produce an extraordinary amount of multi-modal data from a variety of sources, and this is key to success in unlocking the potential of AI in manufacturing environments. The initiative’s global working groups on Data Architectures and Smart Control Room among others are working towards a holistic Cognitive Factory framework uniting the vertical and horizontal flow of information. Integral to the Cognitive Factory are smart manufacturing standards, that will accelerate the vision outlined above, and without which local solutions are unlikely to scale.In 2023, the Smart Manufacturing Initiative brought together industry leaders in a unique Digital Twin workshop to align on the state of semiconductor development and usage. The key takeaways from this workshop are captured in a white paper that highlighted the need to accelerate efforts in multiple areas including standards. Along with SEMI International Standards, Smart Manufacturing supports other standards development organizations (SDOs) and NIST standards development, for example, to identify and drive critical standards for Cognitive Factory implementation. The initiative is planning future workshops on Cognitive Factory Framework requirements, Digital Twins, and Smart Data AI in the coming months. that highlighted the need to accelerate efforts in multiple areas including standards. Along with SEMI International Standards, Smart Manufacturing supports other standards development organizations (SDOs) and NIST standards development, for example, to identify and drive critical standards for Cognitive Factory implementation. The initiative is planning future workshops on Cognitive Factory Framework requirements, Digital Twins, and Smart Data AI in the coming months.The GEC has identified critical interrelationships in addition to the technology focus. At the intersection with sustainability, the initiative has formed a collaborative task force with the SEMI Semiconductor Climate Consortium (SCC) to develop a bottom-up technology roadmap that can be used as a blueprint for device makers to meet their proclaimed sustainability goals faster. The task force organized a technical session at SEMICON West 2024 and will be releasing a white paper in the near future. Similarly, the initiative is working with the SEMI Foundation to identify necessary future skills and to make training available through SEMI University. Smart Data AI – Applying AI to Semiconductor OperationsSEMI’s Smart Data-AI Initiative started by assembling a group of interested companies to explore the pivotal role AI could play in the industry and to address the criticality of data. All stakeholders agreed that a formidable challenge was (and still is) the integrity of that data and the security of sharing that data, which is considered IP to most. The optimal implementation of ML/AI techniques can only be gained by access to the comprehensive data set which is owned by numerous supply chain partners. Consequently, semiconductor R D, process and design have not yet realized the full benefit of Data-AI advances. In response, the initiative developed a framework to create value for members and support industry progress. Four pillars underpinning the strategy are:Educating stakeholdersBuilding communitiesExecuting proof-of-concept projectsDeveloping industry standardsTo explore the data challenges the subject matter experts highlighted, a collaborative proof-of-concept (POC) project was proposed in 2019 and accepted by the initiative's partners at Army Research Laboratories4 along with academic and industry partners. The project has completed two phases and is starting on its third phase under the expert guidance of an Industry Advisory Council (IAC) comprised of leaders in the Smart Data-AI community.The POC project, being conducted by principal investigators at Cornell University, demonstrated significant accomplishments from the first two phases, including:An AI model to predict device geometry by optimizing photolithography and plasma etching processesInitial demonstration of secure data-sharing techniques with software-hardware co-optimizationInnovative metrology ideas to train AI algorithms rapidlyStudents trained in cross-disciplinary skills to address the industry’s critical talent shortageFurthermore, the visionary objectives laid out at the initial stages of the POC proved to be synergistic with the strategic goals of the CHIPS Act5, which articulates the need for “collecting, aggregating, and sharing data sets that enable benchmarking and operational improvements, tools development, the creation of digital twins, and training AI models,” and that “the NSTC could develop a methodology for the voluntary sharing of data that protects the proprietary component and national security while enabling access to appropriate performance data.” Phase 3, to be completed by August 2025, will advance the state-of-the-art toward the following specific objectives:A framework to create and integrate Digital Twins of semiconductor R D and manufacturing process toolsAbility to explore processes and generate virtual devices swiftlyDefined interfaces to combine models for each process module or toolAccurate AI-based models for executing virtual process flows to build virtual devicesAdvanced solutions for secure data-sharing across the ecosystem – for example, federated learning where raw data is protected for each entity by building models locally, and only the outputs of the local models are used to build flow-level AI modelsFoundation for future industry standards for secure data-sharing and for interfaces in the virtual innovation environmentSEMI continues to build the collaborative community for Data-AI and strives to synergize with broader efforts such as the Digital Twin Manufacturing Institute, NSTC, and NAPMP in the U.S., and international standards development. Smart Data AI – System-level Innovation for AI – Future of ComputingThe cross-collaborative and synergistic objectives of Smart Manufacturing, the Smart Data-AI proof-of-concept work, and SEMI Standards merge to advance the state-of-the-art. The objective is to help members realize the full value of technology and innovation. In addition to improving semiconductor operations using AI, the efforts also strive to enable SEMI members to participate in, and ultimately profit from, market growth opportunities. Continued progress in AI is crucial both for the industry’s march towards $1 trillion in annual revenue, and for continuing to realize AI’s benefits to society.There are some hurdles to overcome in such a dynamic market. AI models, and the data they process, are outpacing hardware advances, posing a major roadblock for continued progress. As GenAI becomes more pervasive, the performance and power challenges continue to multiply, and require significant innovation in both hardware and software. While individual companies will develop competitive products in this domain, the entire ecosystem needs to evolve in a synergistic manner. As a global industry association, SEMI can play an important role in ensuring this. SEMI started a series of workshops and technology sessions to develop the community and identify opportunities and challenges. The first in this series was a joint workshop with McKinsey Co., held in October 2023, with a focus on innovations in “Domain-Specific Architectures.” Strategically, it brought together thought leaders from three diverse communities - start-ups, investors, and SEMI member companies across the supply chain. This was followed by an overcapacity audience at the Future of Computing session at SEMICON West 2024, where we explored AI-specific hardware with leaders in academia and industry. The Initiative’s next planned event in October 2024 is a focused workshop that is designed to be highly interactive and bring together visionaries and thought leaders from across the value chain – materials, devices, architectures, algorithms, and critical enabling technologies such as photonics, chiplets, advanced packaging, and 3D and heterogeneous integration. The overarching goal is to identify pre-competitive collaborative actions that would help the entire industry. The “Future of Computing” is the broad path to the industry’s future success. While AI systems are the current major wave on this path, future waves may be about heterogeneous integration of photonics and other components, and ultimately, quantum technologies joining the mainstream. SEMI continues to monitor these future trends, strengthen the ecosystem and enable innovation through pre-competitive collaboration, and accelerate implementation through standards.SEMI is fostering today’s collaborations while helping the industry navigate the future of electronics.Melissa Grupen-Shemansky is CTO at SEMI, Pushkar Apte is a Strategic Technology Advisor and Leader of the SEMI Smart Data-AI Initiative, and Mark da Silva is Senior Director of the SEMI Smart Manufacturing Initiative.Definitions and References:1https://arxiv.org/abs/2405.15828 Eamon Duede, William Dolan, Andre Bauer, Ian Foster, Karim Lakhani2McKinsey Company3Digital Twins for semiconductor manufacturing operations are dynamic, predictive, data-driven virtual models of a physical asset, process, or an entire factory, constantly synchronized with its real-world counterpart through real-time data streams and analytics4Research was sponsored by the Army Research Laboratory and was accomplished under Cooperative Agreement Number W911NF-19-2-0345. The views and conclusions contained in this document are those of the authors and should not be interpreted as representing the official policies, either expressed or implied, of the Army Research Laboratory or the U.S. Government. The U.S. Government is authorized to reproduce and distribute reprints for Government purposes notwithstanding any copyright notation herein.5“A Vision and Strategy for The National Semiconductor Technology Center (NSTC)” published by the CHIPS R D Office.