April 5-7, 2022|Santa Clara Convention Center| Santa Clara, CA

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The Next Tipping Point for Semiconductors


Michael Yang  (Senior Director, Semiconductors, Omdia)

Location: Chiphead Theater

Date: Thursday, April 7

Time: 2:15 pm - 3:00 pm

Track: Chiphead Theater

Format: Chiphead Theater

Education Level: All

Pass Type: 2-Day Pass, All Access Pass, Expo Pass

Vault Recording: TBD

Audience Level: All

One knock-on effect of the recent "chip shortage" is that various countries and regions around the globe have been incentivizing the build-up of new semiconductor production capacity to support domestic supply needs. But when different countries focus on optimizing around their own supply needs and security considerations, can the more fragmented industry that results achieve the scale and efficiency needed to ensure cost reduction and innovation? This presentation will review how the industry got to this new tipping point and provide insights into the timing and shape of the industry's next cycle.