On-the-Road to a $1 Trillion Industry

Reaching $1 trillion in annual semiconductor sales by 2030 presents both significant challenges and offers compelling opportunities. Demand is accelerating, driven by AI, automotive, data centers, and IoT - but scaling to meet this demand requires massive investments in manufacturing capacity, talent, and R&D.

The global supply chain must become more resilient and geographically diversified, especially amid export control and tariffs. Advanced nodes, chiplets, and new materials promise performance gains but add design and integration complexity. Sustainability is another growing concern, with energy consumption and water usage drawing regulatory and public scrutiny. 

Yet, the pathway to $1 trillion is feasible. Public-private partnerships, continued innovation, and strong end-market growth can unlock the next era of expansion. Strategic collaboration across the ecosystem—from startups to foundries—will be essential. Companies that adapt quickly and invest wisely will help shape a more connected, intelligent, and prosperous future for the semiconductor industry.

illustrious speakers included:

Moderator: David French, Board Member, Silicon Catalyst

Panel Members:

• Ann Kelleher, Executive VP & GM (retired) Technology Development, at Intel

• Ravi Subramanian, Chief Product Management Officer at Synopsys

• Ralph Wittig, Corporate Fellow, CVP Head of Research & Advanced Development, AMD

About the Forum

The Silicon Catalyst Semiconductor Industry Forum was launched in 2018. The Forum’s charter is to enable a town-hall like event to discuss the broad impact of semiconductors on our world, beyond the traditional focus on technology, financial reviews and industry business forecasts.