- Semiconductors
- Industrial strategy
Looking forward to joining the Strategic Materials Conference (SMC) this week in San Jose.
The semiconductor conversation is increasingly shifting from whether AI demand will continue, to how the materials ecosystem can actually scale with it. As AI infrastructure grows, many of the hardest challenges are no longer isolated technical problems. They sit at the intersection of materials, manufacturing, qualification, supply chains, commercial commitments, and execution.
Moving from promising innovation to industrial scale requires coordinated decisions across the entire ecosystem. I'm particularly looking forward to the discussions on advanced packaging, lab-to-fab industrialization, manufacturing readiness, and resilient value chains. SEMI Americas SMC brings together an exceptional mix of materials suppliers, equipment companies, semiconductor manufacturers, researchers, and commercial leaders to tackle these questions from multiple perspectives.
What do you see as the biggest hurdle in scaling new materials for AI workloads?
If you're attending, I'd enjoy connecting and hearing how your organization thinks about it and navigating these challenges.
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