imec Executive Vice President Worldwide Strategic Partnerships & Strategy Thomas Piliszczuk
The Versatile Future of Semiconductor Systems
The last few decades have seen a remarkable increase in technology applications, culminating in the AI revolution. Thanks to Moore's Law, technological advances are enabling more powerful applications, especially for the rapidly growing computing needs of AI. Maintaining Moore's Law and adopting new architectural approaches are key to efficiently handling the exponential increase in computing power required, leading to a demand for more flexible chip architectures and platforms. Significant advances in the semiconductor industry have been driven by state-of-the-art infrastructure, a global ecosystem and skilled talent. Legislative initiatives such as the Chips Acts provide an ideal framework for increasing collaboration and impact in the semiconductor sector. These elements are essential for the advancement of various technology platforms, laying the foundation for advanced computing systems in future applications.
Yole Group Senior Market & Technology Analyst Josephine Lau
Future of the Semiconductor Market Through AI, Memory, and Supply Chain Resiliency
The global semiconductor industry is entering a transformative decade, with semiconductor device market revenue projected to approach $1 trillion. At the core of this growth is the unprecedented acceleration of AI adoption, which is reshaping demand patterns and redefining the strategic priorities of chipmakers worldwide.
This presentation explores how AI is not only a catalyst but a long-term compounder of semiconductor demand - driving exponential growth in compute-intensive applications and fueling the need for advanced memory solutions. At the heart of this AI - driven surge lies memory - specifically High Bandwidth Memory (HBM) and 3D DRAM—which are emerging as critical enablers and strategic differentiators in the race for performance, efficiency, and scale.
We will examine the market size and trajectory of memory technologies, unpack the technology roadmap for HBM and 3D DRAM, and highlight how these innovations are becoming the new battlegrounds for leadership in the semiconductor value chain. Finally, the session will address the imperative of supply chain resiliency, showcasing how cross-border memory production strategies and ecosystem collaboration are creating durable competitive moats in an increasingly fragmented global landscape.
SEMI Taiwan Sr. Director, Market Intelligence Team Clark Tseng
Navigating Semiconductor Growth in Uncertainty: Opportunities and Challenges for Japan through the Lens of Fab Investment
As we approach mid-2025, the global semiconductor industry is at a crucial turning point, ready for substantial growth driven by the surging demand for AI technologies. However, this growth is accompanied by significant uncertainties related to macroeconomy and geopolitics, including supply chain disruptions, trade tensions, and regional instability. This presentation will explore the dynamic landscape of the semiconductor industry, with a specific focus on the opportunities and strategic considerations for the Japanese market. A key focus of this presentation will be an in-depth analysis of SEMI's World Fab Forecast reports, providing insights into the latest capital equipment forecasts by region and key segments. We will examine the fab investment outlook, capacity growth projections through 2028, and the regional distribution of fab projects, with particular attention to leading-edge logic technologies and mainstream nodes. Furthermore, we will discuss the impact of government incentives on global fab investments, a crucial factor in the evolving semiconductor ecosystem. Finally, we will share SEMI’s latest forecasts on wafer fab materials, providing a comprehensive view of the industry's material requirements. In this presentation, we aim to provide valuable insights to assist industry stakeholders in navigating the opportunities and challenges of the semiconductor industry's growth wave. We will explore how Japan can leverage its strengths in technology to capitalize on the burgeoning demand for advanced semiconductors and contribute to the industry's continued advancement.
地政学的力学が世界の産業に影響を与える中、半導体産業は極めて重要な岐路に立たされています。ポーランドのソポトで開催されたSEMI Industry Strategy Symposium（ISS Europe）では、半導体地政学をテーマにしたエグゼクティブパネルディスカッションが行われ、分断化する世界にあって、戦略的な依存関係と進化する同盟関係が形作る欧州の役割を議論しました。
３D-ICやチップレットが注目を浴びる中で、半導体前工程・後工程の設計領域において新たな技術革新や設計環境が求められています。ADISでは、半導体前工程、後工程の設計・検証・解析ツールを提供するEDAベンダーと、ユーザを代表する団体・企業が参加し、新たな時代に相応しい設計環境について交流や情報交換を進めていますSEMICON Japan 2024に向けてADISによる展示や講演、パネルディスカッションなどを予定していますので、その概要を紹介します。
14:20 ｜ SEMI Market Outlook - Semiconductor Equipment Forecasts, Fab Investment, and Material Market Outlook
Clark Tseng SEMI Market Intelligence Team Senior Director
The 2024 semiconductor industry is poised for a robust recovery as inventory levels normalize and key end markets rebound. Strong demands for AI and memory chips will drive growth momentum into 2025. SEMI remains optimistic about the medium to long-term growth prospects for semiconductor revenue to reach $1 trillion in the early 2030s.
Beyond 2024, the semiconductor industry will continue to evolve with new technologies such as new transistor architecture and advanced packaging solutions. These innovations will drive further investment in semiconductor equipment and materials, ensuring sustained growth. The global diversification of semiconductor manufacturing will also play a crucial role in stabilizing supply chains and meeting the growing demand.
In this presentation, we will discuss the latest capital equipment forecasts by region and key segments. We will also explore the fab investment outlook by region and capacity growth projections through 2027. Furthermore, we will examine the global diversification of semiconductor manufacturing and its impact on supply chain dynamics. Finally, we will share SEMI’s latest forecasts on wafer fab materials.
金指 壽
西川 和見
