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Over half of chip-reliant organizations are concerned about the supply of semiconductors in the next two years

The Capgemini Research Institute’s report into the future of semiconductors ‘The semiconductor industry in the AI era: innovating for tomorrow’s demands’, published today, shows that rising AI and generative AI (Gen AI) adoption is causing a surge in demand for advanced semiconductor solutions. Despite its lead in innovation, confidence in the semiconductor industry’s ability to meet demand has been hindered by geopolitical tensions, international trade restrictions and the push for sovereignty. According to the report, while the demand for AI chips, custom silicon chips, and memory-intensive chips is expected to increase over the next 12 months, the semiconductor industry needs to capitalize on emerging opportunities. These include design and cutting-edge, sustainable fabrication methods, as well as investment in domestic sourcing and nearshoring to enhance stability.

Jan 8, 2025

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