Semiconductor Tour

SEMICONDUCTOR TOUR 2026 – Semicon Taiwan session

Join us to engage with semiconductor executives and industry experts shaping the next era of AI-driven innovation

Artificial intelligence is reshaping the semiconductor industry at an unprecedented pace, creating new opportunities while redefining manufacturing, investment, and technology roadmaps. As the first stop of Yole Group’s Semiconductor Tour, this executive forum, held alongside SEMICON Taiwan, will bring together industry leaders for a forward-looking discussion on the strategies shaping the future of the semiconductor ecosystem.

Participants will explore how AI is transforming the semiconductor landscape, from surging demand for advanced computing infrastructure to evolving customer ecosystems and accelerated technology adoption. The conversation will provide valuable insights into how companies are adapting their operations, prioritizing investments, and preparing for the next phase of industry growth.

Key discussion topics include:

Innovation pathways as the industry approaches the physical limits of semiconductor scaling.
The impact of the AI wave on manufacturing capacity, customer demand, and operational priorities.
How semiconductor companies are adapting their strategies to support rapidly evolving AI markets.
The evolution of customer ecosystems and the balance between established markets and emerging AI-driven opportunities.
The integration of advanced manufacturing technologies and new processes to meet increasingly demanding performance requirements.
New models of collaboration across the semiconductor value chain.
Long-term investment strategies, capacity planning, and the outlook beyond today’s AI boom.