IDC Webinar: 2024 Semiconductor Market Outlook

Thu, Mar 7, 2024 10:00 AM SGT{LOCAL_TZ}

THE LIVE WEBINAR HAS ENDED. View the recording on-demand by logging in using the email address you provided (for those who already registered), or submit a new registration if you have not registered yet for this event.

2024 Semiconductor Market Outlook: Accelerating Industry Growth Cycle through Investment and Innovation

The sentiment for the semiconductor industry continues to build and drive momentum in expectations as the second half of 2023 marked the end of a long market correction.  This 2024, IDC expects growth to come from traditional markets like Data Centers, PCs, and Smartphones as volume growth resumes and higher semiconductor content and AI inference drive a broad recovery.

The long-term place of the semiconductor industry as a foundational technology is more critical than ever. IDC expects investments to continue scaling from the leading edge to advanced packaging and mature nodes to support the doubling of industry revenues over the next decade.

Key Discussion Points
  • Billions of connected devices at the edge to double in volume, generating data and driving AI inference. Who is gaining traction in AI inferencing?

  • Next-generation computing architectures + AI will accelerate a replacement cycle in smartphones and PCs in 2025.

  • Memory revenue growth returns as suppliers raise pricing to get back into the black, and demand for high bandwidth memory grows in AI servers.

  • Capital spending to improve by 2H24 as revenue shipments match end demand and regional ChipAct incentives stimulate investment in the supply chain.
Companies Covered: NVIDIA, AMD, Intel, Qualcomm, MediaTek, TSMC, UMC, Samsung, Micron, NXP, Microsoft, AWS, Google, TEL, Infineon, ST-Microelectronics, ASE, U.S. Department of Commerce, European Commission, Advantest, Imec, ERSO/ITRI, Renesas, SAP, Powerchip, and more.

Register for the webinar now as we provide our market perspective and share IDC's 5-year forecast for the Semiconductor industry.

Webinar Speaker:
Mario Morales
Mario Morales
Group VP, Enabling Technologies and Semiconductors
IDC
Mario Morales is a leading advisor and expert analyst for IDC's largest Wall Street clients including investment banks, VCs, and mutual and hedge funds across every major financial region.
 
He has over 25 years of experience running in-depth analysis and research of major semiconductor industry segments such as embedded and intelligent systems, wireless, personal computing, networking and cloud infrastructure, automotive electronics, and AI semiconductors.
 
Mario has established relationships with technology suppliers, including Intel, Samsung, TSMC, Qualcomm, Huawei, HP, AMD, NVIDIA, Microsoft, Facebook, TI, Micron, UMC, SoftBank, ARM, NXP, and others.

Already Registered? Log In Now

Complete this form to enter the webcast.
(* indicates required field)

By submitting the information in this form, you confirm that the personal data set out in this form is accurate and that IDC may contact you about other events, solutions, products, or services that may be of interest to you. Your personal data will be processed in accordance with the IDC Privacy Policy.

You may unsubscribe or withdraw any consent given to IDC (whether through this form or previously) at any time by following the instructions in any such emails or by clicking here.