RETHINKING THE SEMICONDUCTOR SUPPLY CHAIN – OPINION SERIES
A deep dive into yole group’s EXECUTIVES decode: the opinion collection
According to Yole Group’s Semiconductor Device Monitor, the semiconductor device market is expected to exceed US$1 trillion in 2026, before approaching US$2 trillion as early as 2027. This extraordinary acceleration is not simply the continuation of a semiconductor cycle. It reflects a profound transformation of the industry’s value chain, driven by AI infrastructure, HBM, advanced packaging, and data center investments.
The opinion articles collection by Yole Group offer a window into the perspectives of the experts shaping today’s technology landscape. In each article, a leader from one of our core thematic shares their executives point of view on a subject that matters across the industry.
Unlike our market analyses, which aim for neutral, data-driven assessment, an opinion article is a space for informed individual insight: an invitation to understand not only what is happening, but how the people at the forefront of their field interpret it.
Each series is built around a single theme, explored from multiple angles. Our first series focuses on the supply chain, with each expert examining the topic through the lens of their own specialty. Future series will turn to new subjects, always following the same principle: bringing together distinct voices from across our domains to shed light on a shared question.
Claire Troadec
Director of Global Semiconductor activity at Yole Group
Supply chain resilience used to mean geographic diversification. Today it means understanding which nodes matter where, as advanced-node bottlenecks and China’s mature-node expansion pull the supply chain in opposite directions at once.
Claire Troadec Director of Global Semiconductor activity at Yole GroupSupply chain resilience used to mean geographic diversification. Today it means understanding which nodes matter where, as advanced-node bottlenecks and China’s mature-node expansion pull the supply chain in opposite directions at once.
