3D InCites Podcast

SEMI ISS Europe: Creating Resilient Semiconductor Supply Chains and The Impact of Geopolitics on Energy

March 14, 2024 Francoise von Trapp / Various Guests Season 4 Episode 7
3D InCites Podcast
SEMI ISS Europe: Creating Resilient Semiconductor Supply Chains and The Impact of Geopolitics on Energy
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This week’s episode was recorded at ISS Europe, in Vienna, where the European semiconductor industries key strategists gathered to plan the path forward and forge a sustainable path to securing 20% of the global semiconductor market. One of the main topics continues to be building a resilient semiconductor supply chain. 

In the first segment of the episode, Françoise speaks with Sandrine Bronner, VP of supply chain, in the semiconductor division of Edwards Vacuum. They discuss her approach to creating end-to-end semiconductor supply chain resilience.  
 
You’ll learn how to adapt to a changing environment through a positive approach that emphasizes risk management and supplier assessment.  You’ll also learn about the benefits of diversifying suppliers of critical components, and how designing in multiple sources can help create resilience in your supply chain. 

In the second segment of the episode, Françoise hands over the mic to Michael Alexander, of Roland Berger, who led the Panel discussion: Powering Europe's Future - The Impact of Geopolitics on Energy.  Panelists include: 

  •  Katharina Westrich, Global Head of Vertical Management Semiconductor, Digital Industries, Siemens AG
  • Yvonne Keil, Director Global Procurement, GlobalFoundries
  • Nicolas Leterrier, Semiconductor Sustainability Business Leader, Schneider Electric

 The group discusses the energy industry’s supply shortage and geopolitical effects, particularly its impact on the European sector of the semiconductor supply chain. You’ll learn about the shift from centralized to distributed energy systems and the potential for AI to improve energy efficiency and sustainability. You’ll also learn about the need for green energy in the semiconductor industry, and the impact it may have on cost. 

 The conversation shifts to the need to invest in sustainability improvement and upgrades to legacy fabs, and the importance of being willing to pay a premium for green products. 

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SEMI
A global association, SEMI represents the entire electronics manufacturing and design supply chain.

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(Cont.) SEMI ISS Europe: Creating Resilient Semiconductor Supply Chains and The Impact of Geopolitics on Energy