SEMI

We’re looking forward to hearing Qnity CEO Jon Kemp’s keynote on "Shrink to Stack" at SEMICON Taiwan 2026 CEO Summit & Ecosystem Executive Summit on September 2. He’ll explore how the industry is innovating from continued scaling toward more complex stacking, advanced packaging, and system integration. Register today for SEMICON Taiwan and the CEO Summit & Ecosystem Executive Summit: https://lnkd.in/gP22deNB #SEMICONTaiwan #SEMI #AI #Semiconductors #AdvancedPackaging

As AI-driven demand and advanced architectures accelerate, materials innovation is becoming increasingly critical to enabling the next wave of semiconductor growth. The latest SEMI-Linx Wafer Fab Materials Quarterly (WFMQ) report highlights how the increasing interest in advanced logic, memory, and AI investment and rising process intensity are driving growth for wafer fab materials. Learn more in the Q2 2026 SEMI-Linx WFMQ from SEMI Market Intelligence: https://lnkd.in/gC9a8tc3 #Semiconductors #AI #Fab #SEMI #MarketIntelligence

AI in semiconductor manufacturing is moving beyond the race for the largest model. A key theme from our recent AI Techniques in Semiconductor Manufacturing workshop was that successful industrial AI depends on the right architecture: domain expertise, high-quality context, knowledge graphs, ontologies, and well-orchestrated agents. Physics-informed AI and Bayesian methods are showing real potential for process optimization, predictive maintenance, failure analysis, and equipment troubleshooting—particularly where data is sparse and engineering constraints matter. Just as important, scalable deployment requires measurable evaluation, hallucination control, explainability, governance, and security from day one. The near-term opportunity is clear: AI that captures and operationalizes engineering and service knowledge can deliver tangible value across semiconductor manufacturing. Thank you to our speakers and attendees for two days of thoughtful discussions and meaningful connections. Learn more about Smart Manufacturing: https://lnkd.in/gVqht574 Join us at the Smart Manufacturing Pavilion at SEMICON West 2026, October 13-15 at Moscone Center in San Francisco. #Semiconductors #ArtificialIntelligence #Manufacturing #AdvancedPackaging #DigitalTwin #PredictiveMaintenance #KnowledgeGraphs #Industry40

What does it take to build the semiconductor workforce of the future? 🛠️ ✅ Collaboration across industry ✅ Investments in workforce development initiatives ✅ Curriculum and training opportunities Together, these efforts strengthen talent pipelines and connect more talent to opportunities in semiconductor manufacturing. Join us on LinkedIn Live with Shari Liss, Vice President of Global Workforce Development & Initiatives at SEMI, and Michelle Williams-Vaden, Executive Director of the SEMI Foundation, for a live quarterly workforce update. 👉 Tune in Tuesday, August 11 at 8:30 a.m. PST, to hear the latest workforce development insights and learn how partnerships across the semiconductor ecosystem are preparing the next generation of talent. We will also share updates on the National Network for Microelectronics Education (NNME) and how you can get involved. #SEMI #SEMIFoundation #NNME #WorkforceDevelopment #LinkedInLive #SemiconductorCareers

Big news for the semiconductor industry. ⚡ SEMICON West will be returning to Phoenix beginning in spring 2027. Joe Stockunas, President of SEMI Americas, discusses this decision and what attendees can look forward to seeing at SEMICON West this year in a video interview with Global Advanced Packaging. This year’s theme, Transform Tomorrow showcases what’s next as the industry builds upon the $1 trillion milestone for annual revenue. The conference sessions will focus on the future of computing technology, innovations in design, photonics, and more. Attendees can expect impactful keynote presentations, more than 60 technical sessions, and insights from 500+ speakers across the semiconductor ecosystem. Watch the video: https://lnkd.in/g2tykbxW Register today for SEMICON West 2026: https://lnkd.in/eWWFwex #SEMI #GlobalAdvancedPackaging #SEMICONWest #TransformTomorrow

As global demand for semiconductors continues to rise, policies that strengthen domestic manufacturing are essential for long-term competitiveness. We commend the August 5 statement from Senate Finance Committee Chairman Mike Crapo and Ranking Member Ron Wyden, reaffirming support for the Section 48D Advanced Manufacturing Investment Credit (AMIC). This follows SEMI's recent Tax Day event, where senior tax executives from our member companies visited Capitol Hill to discuss the importance of AMIC to the semiconductor supply chain. “The joint statement from senators Crapo and Wyden in support of the Section 48D tax credit highlights the crucial role it plays in strengthening U.S. semiconductor manufacturing, creating jobs, and advancing national security,” said SEMI President and CEO Ajit Manocha. “Last month we shared on Capitol Hill how the looming AMIC expiration adds uncertainty for our member companies in the semiconductor supply chain, some of whom are actively planning to expand operations to meet rising chip demand, and we applaud the senators’ leadership for this pivotal tool in attracting semiconductor ecosystem investment.” Learn more: https://lnkd.in/gtQhj__k #SEMI #Semiconductors #SupplyChain #AdvancedManufacturing #AMIC #TaxPolicy

Building the workforce that’s required for the future of the semiconductor industry requires collaboration between industry, academia and government. Workforce development initiatives, industry partnerships, and educational workshops are needed to strengthen talent pipelines and connect more people to opportunities across the ecosystem. Next week on LinkedIn Live, we’ll be joined by Shari Liss, SEMI Vice President of Global Workforce Development and Initiatives, and Michelle Williams-Vaden, SEMI Foundation Executive Director, to discuss the latest workforce development initiatives shaping the industry’s future. Join us live at 8:30 a.m. PDT on August 11 to hear updates on industry partnerships, the National Network for Microelectronics Education (NNME), and opportunities to help develop the next generation of semiconductor talent: https://lnkd.in/gPHtERks #SEMI #SEMIFoundation #NNME #WorkforceDevelopment #LinkedInLive #Semiconductors

The latest Semiconductor Manufacturing Monitor (SMM) Report produced in collaboration with TechInsights is now available. The July report highlights include: • Broadest sequential improvement and upward revision to 2026 outlook across key industry markers including electronics, IC sales, semiconductor CAPEX, and equipment sales. • IC revenue is rising much faster than wafer volume, reflecting higher memory ASPs, a richer advanced-logic mix, and increasing AI silicon content. • Capacity expansion remains measured, as investment is directed more toward technology transitions and high-value output than broad-based wafer additions. • CAPEX and equipment spending are robust, and the mix continues to favor memory transitions, advanced packaging, and test over broad front-end expansion. • Momentum is concentrated in the AI-exposed stack: leading-edge logic, memory, advanced packaging, test, and related materials/substrates. Download a sample report: https://lnkd.in/gpVUaFFw Learn more about SEMI Market Intelligence reports: https://lnkd.in/eZw8Bp_q #Semiconductors #AI #IC #CAPEX #Fab #MarketIntelligence

AI is advancing progress across the semiconductor ecosystem. In an industry where intellectual property is highly protected, sharing manufacturing data across organizations remains a challenge. Building trust and interoperability will be key to scaling AI across the semiconductor supply chain. In this latest AI Journal article, SEMI President and CEO Ajit Manocha explores the move to AI adoption from isolated use cases to industry-wide impact. “To stay competitive, reduce complexity, and scale sustainably, AI must become a foundational capability across the entire semiconductor supply chain.” AI stands to benefit semiconductor manufacturing in several key areas: 🔹 Process development 🔹 Yield and quality control 🔹 Predictive maintenance 🔹 Supply chain optimization Read the full article: https://lnkd.in/g2fs-MTY Interested in learning more about the future of AI in the semiconductor industry? Join leaders from across the spectrum to share insights and chart the future course at the Future of AI Computing, Bending the Curve for Power & Performance workshop on September 9 in San Jose: https://lnkd.in/gvr-F5KU #SEMI #AIJournal #AI #Semiconductors

We're excited to see the ESD Alliance, a SEMI Technology Coalition expand its leadership with the addition of Ankur Gupta and Walden C. ( Wally ) Rhines to the Governing Council, while welcoming startups, ChipAgents and rydev, to its growing member community. We look forward to seeing their contributions and the continued growth of the ESDA as the central voice of the semiconductor design ecosystem.