DALIA VERNIKOVSKY, CEO of ASNA
This year continues to anticipate the impact of AI as the driving force behind optimism in our industry. There is hardly a day that goes by without hearing about its ability to change our everyday lives and a pervasive presence in technological progression. This optimism has created the reason for the huge upward trend predicted in these coming years towards the one Trillion -dollar market most analysts are projecting. Yet making the chips that serve this technology must be dealt with at a practical and pragmatic level. We are excited to help participate in many of these manufacturing discussions – seeing both the use of newest platforms but also working on securing the supply chain resiliency as well as quality that must be respected throughout the process. In addition, the geo-political issues surrounding regulations, China being a prime example, can cripple forward progression. Without adequate resolution, there will be a continuance of doubt as to how well our upward trends will succeed in the short amount of time projected for success. Along with many challenges inclusive of PFAS restrictions and geo-political uncertainties, there are many obstacles that can slow this trend. Both the complexity of the manufacturing processes and without resilient supply chains (and a world that does not continue to place barriers to trade and huge taxation policies), some of the trend cycles will slow. There has already been a slow-down of fabrication sites to have been built and delays that will impact these opportunities . On the flip side, government recognition of the Semiconductor’s importance will push us forward to building fabrication sites and bring back the idea of manufacturing in both the US as well as Europe versus moving everything to Asia in past trends
As we watch the many developments, and also understand the importance of chips that serve our present, not only the future, ASNA will continue to educate and lead in the supply chain resilience and quality required to meet the demands of global manufacturing and the huge challenges it faces.
Click here to read the 2025 Executive Viewpoints in Semiconductor Digest
