Integrated Insights and GSA connected with over 130 semiconductor industry leaders from across the US, Europe, Mainland China, Taiwan, and other regions to understand their perspectives on the long-term trajectory of our industry. The results highlight an optimistic industry that is laser-focused on “winning” artificial intelligence, while expressing deep concern about the negative impact of geopolitics, including:

  • Industry Evolution: The twin trends of AI and geopolitics are shaping the industry’s trajectory with varied regional views

  • Government Policies: Companies express diverse opinions on government support, debating whether market forces or government actions will drive future strategy and investment

  • Regional Competitiveness: Optimism about innovation and talent attraction in the U.S. and manufacturing and scaling new innovations in Asia.

  • Home Court Bias: Respondents tend to view their own regional capabilities more favorably than those of other regions

  • Strategic Priorities: Companies plan to prioritize innovation investment over supply chain resilience, moving beyond traditional strategies to embrace a new strategic playbook for the AI era.

Nearly all respondents agree that “business as usual” is no longer viable, emphasizing the need for strategic transformation for continued success. Explore the report to delve deeper into these complexities.

Artificial Intelligence, Global Competition and the Future of Our Industry