📊Executive Summary

The KPMG Global Semiconductor Outlook highlights supply chain issues as the top concern for industry leaders, surpassing talent shortages. The U.S. government is incentivizing domestic semiconductor manufacturing through the CHIPS and Science Act, which has led to significant investments from companies like Texas Instruments and Amkor Technology. However, concerns remain regarding tariffs, with a proposed 100% tariff on semiconductor imports, which may be delayed. The article emphasizes the need for supply chain diversification as semiconductor demand surges, particularly driven by AI and data centers. The KPMG Semiconductor Industry Confidence Index indicates a positive outlook despite ongoing challenges....