We spent the week of April 4-8 at the SEMI Industry Strategy Symposium, where industry leaders gathered to discuss the key issues facing the semiconductor industry, and set goals for the next year – and beyond. In this episode, Françoise talks with some of the market analysts who presented their 2022 projections: Jan Vardaman, of TechSearch International, Andrea Lati of TechInsights, and Bob Johnson, of Gartner.
This conversation touches on all the key points that are currently top of mind for the semiconductor industry, from the impact of the inflation, the pandemic, the geopolitical situation, and the global economy to critical supply chain shortages, the talent shortage, and more. Questions include:
· How will all of these headwinds impact 2022 projections?
· Will the industry really reach $1T in revenue by 2030, and what happens if we don’t?
· How should the $52B of the Chips Act Funding be allocated?Kiterocket