Semiconductor

Chip sales are set to soar in 2025, led by generative AI and data center build-outs, even as demand from PC and mobile markets may remain muted

TMT is on the verge of a significant leap forward, largely powered by rapid gen AI adoption. Read our predictions on rethinking data centers and chip design, chiplets for higher semiconductor yields, and silicon photonics for AI data centers.

The semiconductor industry continues to face widespread talent challenges—including an aging workforce and the rise of GenAI. Explore our strategies to address short-term talent needs and set the industry up for long-term success.  

Telecoms are going to need chips, energy, water, and money to get into the gen AI competition with the hyperscalers and others … But what else should they consider?

As semiconductor demand remains steady, chip manufacturers are challenged to develop faster, cheaper, higher-capacity chips. Is GenAI the answer to supercharging semiconductor innovation and accelerating chip design and manufacturing?

The generative AI chip market is growing fast, and together with other AI-enabling chips could represent half of the value of all semiconductors sold by 2027.

In the face of rising trade issues and skyrocketing demand, e-waste recycling and digital supply networks and a holistic approach to supply chain sustainability could help create a competitive advantage in the medium term.

Rapid growth comes with an array of opportunities and potential challenges, and the semiconductor industry should respond rigorously to internal and external pressures for sustainability across every aspect of the business.

Creating semiconductor independence by strengthening the ecosystem, building manufacturing capabilities, and supporting R&D.

Semiconductor chips are essential to today’s technical innovation. And while it may seem like semiconductors are already everywhere, there’s still opportunity for even more growth. Learn why a disciplined approach to product management will be key in helping semiconductor companies keep up with increased demand and create an advantage.