AsurveyofglobalsemiconductorexecutivesArtificialIntelligence,globalcompetitionandthefutureofourindustryMovingfastandslow:AI,geopoliticsandthestrategicconundrum1.Ouroptimisticindustry2.Our“love-hate”relationshipwithgovernmentpolicies3.Ourviewsontechnologycompetitionbetweennations4.Ourpotentialblindspot:the“homecourt”bias5.Ourplaybook:strategicmovesandpriorities6.TableofcontentsForwardIntegratedInsightsandGSAconnectedwithover130semiconductorindustryleadersfromtheUS,Europe,MainlandChina,Taiwan,andotherregionstounderstandtheirperspectivesonthelong-termtrajectoryofourindustry.Theresultshighlightanoptimisticindustrythatislaser-focusedon“winning”artificialintelligence,whileexpressingdeepconcernaboutthenegativeimpactofgeopolitics.Whiledifferentcompanieswilltakedifferentapproachestothesetwintrends,nearlyallrespondentsindicatethattheycannolongerperform“businessasusual”-theywillneedstrategictransformationforcontinuedsuccess.ThispublicationisdesignedforsemiconductorCEOs,COOs,CFOs,CTOs,globalsalesleadersaswellasstrategicandcorporatedevelopmentexecutives.Itisequallyrelevantforexecutivesofcompanieswhoseproductsrelyonsemiconductorcomponents,includingtelecommunicationsinfrastructure,cloudservices,datacenters,artificialintelligenceplatformproviders,devices,andautomotiveelectronics.01Movingfastandslow:AI,geopoliticsandt...
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