Semiconductor Mid-Year Update: Can AI Sustain a Multiyear Recovery for the Industry Despite Demand Weakness in China and Geopolitical Business Risk? - Mario Morales, IDC

IDC expects the semiconductor industry to see a couple of consecutive years of double-digit growth as we continue to see the expansion of compute and AI, including a long-awaited recovery and replacement cycle that begins in the 2H’24 for PC’s and smartphones. Each of these markets are poised to drive over $100 billion in semiconductor revenues each during our forecast horizon.

Please join Mr. Morales as he shares his perspective on the semiconductor market and provides some key insights on the key global companies driving the growth and competitive landscape including NVIDIA, Qualcomm, TSMC, Intel, AMD, NXP, Samsung, Micron, SK Hynix, HiSilicon, SMIC, MediaTek, and others.