At IDC's Directions in Japan, Helen Chiang, IDC's Asia Pacific Lead for Semiconductors, presented on "AI-Driven Semiconductors: The Tipping Point." She discussed how the semiconductor industry is currently experiencing a tipping point, with AI acting as a driving force. With projections of explosive spending on generative AI and a surge in demand for 2nm nodes, the next five years will transform various aspects of the industry, including design and foundry strategies, geopolitical dynamics, and advanced packaging.

Download her presentation to gain an initial understanding of the trends, forecasts, and insights that will shape the future of the semiconductor market across Asia/Pacific and globally.

Download this Presentation and Learn: 

  • Growth hotspots: Which AI-driven devices and applications are setting the pace?
  • Tech roadmap: Why 2nm and advanced packaging are set to disrupt the supply chain
  • Geopolitical context: How China’s capacity expansion is shifting global dynamics
  • Market leadership: What separates tomorrow’s front-runners from those at risk
  • Forecast clarity: IDC’s data-backed outlook through 2030—including demand curves, revenue trends, and CAGR breakdowns across sectors and nodes

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