How AI Is Shaking up the Global Semiconductor Supply Chain

Artificial Intelligence, once merely a feature of science-fiction narratives, is now a topic readily discussed over the work water cooler. And for good reason; AI is uniquely placed to change not only work culture but culture itself. Hardware capable of making informed decisions can - at the very least - assist humans by offering suggestions:
"Based on your interactions with this service, perhaps you would like this product?"
"From keeping an eye on the network, it appears as though this financial transaction may be fraudulent. I have flagged it for review".
A step up from this is full-outsourcing of tasks to AI, where a human may only be needed to give the input commands; the AI is left to do the rest, such as invest in financial instruments or write news articles.
AI has the potential to transform many industries, and so it comes as no surprise that upwards of US$300 billion in private investments have been announced for the creation and expansion of new semiconductor fabrication facilities since 2021, given that demand is high, in both edge devices and the data centre. Yet, this is not only a concern for individual companies. AI presents significant opportunities and threats to industries on a national level, and so the key stakeholders - the US, China, South Korea, the EU, Taiwan, and Japan - are all allocating significant government funding in order to shore up domestic supply chains.
This webinar will discuss why these government initiatives have been undertaken and what they each hope to achieve. The role of AI and why this should (if it is not already) be top of the national agenda shall also be discussed, in addition to the outlook concerning the global semiconductor value chain, and the geographic concentration of AI chips from a design perspective over the next ten years.
Contents that will be covered in this webinar include:
  • AI capabilities and why these matter
  • The link between AI and semiconductor manufacture
  • Reasons for government funding initiatives into shoring up domestic semiconductor supply chain capabilities
  • Outlook, both with regards to the effectiveness of these campaigns, as well as the global semiconductor supply chain and AI chips until 2033.
This webinar shares some of the research from the new IDTechEx report, "AI Chips 2023-2033".


Leo Charlton
Leo Charlton
Technology Analyst