Semiconductor Industry: AI, Chips & Sustainability

Q1. Could you start by giving us a brief overview of your professional background, particularly focusing on your expertise in the industry?

I have been in the semiconductor industry for more than 26 years, and I’ve done both design, electronic design automation, and manufacturing. I’ve been involved in advanced note designing as well as Legacy note design from Ali in my career. I’ve also been involved in semiconductor manufacturing while working with TSMC, and Ben has been involved in both front and manufacturing, as well as advanced packaging back and manufacturing. I’ve also been involved in electronic design automation software support, development, execution, and deployment of AI for design efficiency, improvement, and manufacturing. I also have advanced node manufacturing equipment, requirements, deployment, R&D, etc.

Q2. What structural shifts are you seeing in customer demand between leading-edge nodes (3nm/5nm) and mature nodes, especially in a cost-constrained environment?

Key shift: AI demand is creating a bifurcated market— frothy at leading-edge for AI chips, while mature nodes serve critical automotive/industrial applications with sustained demand. I am seeing the structure shift of major, big semiconductor fabless companies that are working on performance and power improvement, focusing on advanced leading node 3nm/5nm, whereas Compla, which…