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