This episode is available on-demand.

With global demand for compute surging, the semiconductor industry faces both innovation opportunities and significant pressures from supply chain disruptions and intense competition. This session will explore the shifting dynamics of the chip market, key macro trends, and the role of both industry giants and emerging players in shaping the future of semiconductor supply chains. In particular we address:

• Vulnerabilities in the semiconductor supply chain
• Will the chip titans maintain market share? TSMC, Nvidia, Intel and more
• Are smaller players challenging the status quo?
• Future trends: Manufacturing power, new fabs and the outlook for semiconductor competition