{"id":1137204,"date":"2025-01-07T10:22:04","date_gmt":"2025-01-07T10:22:04","guid":{"rendered":"https:\/\/www.capgemini.com\/in-en\/?post_type=press-release&#038;p=1137204"},"modified":"2026-01-22T07:50:08","modified_gmt":"2026-01-22T07:50:08","slug":"over-half-of-chip-reliant-organizations-are-concerned-about-the-supply-of-semiconductors-in-the-next-two-years","status":"publish","type":"press-release","link":"https:\/\/www.capgemini.com\/in-en\/news\/press-releases\/over-half-of-chip-reliant-organizations-are-concerned-about-the-supply-of-semiconductors-in-the-next-two-years\/","title":{"rendered":"Over half of chip-reliant organizations are concerned about the supply of semiconductors in the next two years"},"content":{"rendered":"\t\t<div class=\"wp-block-cg-blocks-hero-press-release\">\n\t\t\t<header class=\"header-hero-press-release\" role=\"main\" id=\"main-content-press-release\">\n\t\t\t\t<div class=\"container\">\n\t\t\t\t\t<div class=\"hero-press-release\">\n\t\t\t\t\t\t<div class=\"hero-press-release-content-wrapper\">\n\t\t\t\t\t\t\t<div class=\"row\">\n\t\t\t\t\t\t\t\t<div class=\"col-12\">\n\t\t\t\t\t\t\t\t\t<div class=\"header-title\">\n\t\t\t\t\t\t\t\t\t\t<h1>\n\t\t\t\t\t\t\t\t\t\t\tOver half of chip-reliant organizations are concerned about the supply of semiconductors in the next two years\t\t\t\t\t\t\t\t\t\t<\/h1>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"header-description\">\n\t\t\t\t\t\t\t\t\t\t<p><\/p>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"header-date\">\n\t\t\t\t\t\t\t\t\t\t<span>Jan 7, 2025<\/span>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"hero-press-release-downloads\">\n\t\t\t\t\t\t\t\t<div class=\"row\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"col-12 col-md-6 col-lg-3\">\n\t\t\t\t\t\t\t\t\t\t\t<a class=\"download-item\" type=\"download\" href=\"https:\/\/www.capgemini.com\/in-en\/wp-content\/uploads\/sites\/18\/2025\/01\/2025_01_07_-Capgemini_Press-Release_Future-of-Semiconductors-report.pdf\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"Opens in a new window\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"download-icon\"><\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"download-details\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"download-title\">Download press release<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"download-props\">139 KB  pdf<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"col-12 col-md-6 col-lg-3\">\n\t\t\t\t\t\t\t\t\t\t\t<a class=\"download-item\" type=\"download\" href=\"https:\/\/www.capgemini.com\/in-en\/wp-content\/uploads\/sites\/18\/2025\/01\/Final-Infographic-Semiconductors.pdf\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"Opens in a new window\">\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"download-icon\"><\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"download-details\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"download-title\">Download Infographic<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"download-props\">449 KB  pdf<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/header>\n\t\t<\/div>\n\t\t\n\n\n<section class=\"wp-block-cg-blocks-group undefined section section--article-content\"><div class=\"article-main-content\"><div class=\"container\"><div class=\"row\"><div class=\"col-12 col-md-1\"><nav class=\"article-social\"><ul class=\"social-nav\"><li class=\"ip-order-fb\"><a href=\"https:\/\/www.facebook.com\/sharer\/sharer.php?=http:\/\/capgeminiucwe.develop\/?post_type=press-release&amp;p=179\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"opens in a new window\"><i aria-hidden=\"true\" class=\"icon-fb\"><\/i><span class=\"sr-only\">Facebook<\/span><\/a><\/li><li class=\"ip-order-tw\"><a href=\"https:\/\/twitter.com\/intent\/tweet?=http:\/\/capgeminiucwe.develop\/?post_type=press-release&amp;p=179\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"opens in a new window\"><i aria-hidden=\"true\" class=\"icon-tw\"><\/i><span class=\"sr-only\">Twitter<\/span><\/a><\/li><li class=\"ip-order-li\"><a href=\"https:\/\/www.linkedin.com\/shareArticle?=http:\/\/capgeminiucwe.develop\/?post_type=press-release&amp;p=179\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"opens in a new window\"><i aria-hidden=\"true\" class=\"icon-li\"><\/i><span class=\"sr-only\">Linkedin<\/span><\/a><\/li><\/ul><\/nav><\/div><div class=\"col-12 col-md-11 col-lg-10\"><div class=\"article-text article-quote-text\">\n<ul class=\"wp-block-list\">\n<li><em>With rising AI and Gen AI adoption, downstream industries<a id=\"_ftnref1\" href=\"#_ftn1\"><strong>[1]<\/strong><\/a> estimate a 29% acceleration in the demand for chips by the end of 2026, double the rate of the semiconductor industry\u2019s expectation<\/em><\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><em>One in three downstream organizations are exploring or have actively engaged in in-house chip design, to enable greater customization and gain more control over their supply chain<\/em><\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><em>To address the hurdles in their supply chain, the semiconductor industry anticipates that the domestic proportion of its sourcing will increase by 17% over the next two years<\/em><\/li>\n<\/ul>\n\n\n\n<p><strong>Paris, January 7, 2025 \u2013 The <\/strong><a href=\"https:\/\/www.capgemini.com\/in-en\/\"><strong>Capgemini<\/strong><\/a><strong> Research Institute\u2019s report into the future of semiconductors <\/strong><a href=\"https:\/\/bit.ly\/3PjHjX7\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>\u2018The semiconductor industry in the AI era: innovating for tomorrow\u2019s demands\u2019<\/strong><\/a><strong>, published today, shows that rising AI and generative AI (Gen AI) adoption is causing a surge in demand for advanced semiconductor solutions. Despite its lead in innovation, confidence in the semiconductor industry\u2019s ability to meet demand has been hindered by geopolitical tensions, international trade restrictions and the push for sovereignty. According to the report, while the demand for AI chips, custom silicon chips, and memory-intensive chips is expected to increase over the next 12 months, the semiconductor industry needs to capitalize on emerging opportunities. These include design and cutting-edge, sustainable fabrication methods, as well as investment in domestic sourcing and nearshoring to enhance stability.<\/strong><\/p>\n\n\n\n<p>Gen AI adoption and a wide range of burgeoning technologies, such as 5G, IoT, autonomous vehicles, AR\/VR, and edge computing are driving demand for more powerful, efficient, and customized chips: nearly three in five semiconductor organizations say that Gen AI, 5G or other next-generation communication protocols are impacting their strategy.<\/p>\n\n\n\n<p>While semiconductor technology breakthroughs have spurred innovation in the downstream industries and enabled the emergence of smarter, more efficient products, fewer than three in ten downstream organizations believe chip supply is sufficient. <a><\/a><\/p>\n\n\n\n<p><em>\u201cWe are at a pivotal moment for the semiconductor industry.&nbsp;Gen AI is driving accelerated demand for chips and semiconductor companies face increasing demands from customers who want more personalized and software-centric experiences,\u201d&nbsp;<\/em>said Brett Bonthron,&nbsp;Global High-tech Industry Leader at Capgemini.<em>&nbsp;\u201cThe industry should see this as an opportunity to ramp-up production and adopt a \u2018chip-to-industry\u2019 approach that supports a full stack,&nbsp;\u2019software-first\u2019&nbsp;set of capabilities. Investment in cutting-edge fabrication methods and design processes powered by AI and Gen AI will be key to meet the specialized needs of emerging applications. Equally, it is crucial that the industry further enhances sustainable manufacturing processes and uses advanced security to safeguard IP.\u201d<\/em><\/p>\n\n\n\n<p><strong>A surge in <\/strong><strong>demand for AI chips and custom-designed chips<\/strong><\/p>\n\n\n\n<p>According to the report, while 39% of semiconductor organizations anticipate that Gen AI will drive demand for custom chips in the next two years, most downstream organizations (81%) expect their demand to increase by 21% over the next 12 months alone.<\/p>\n\n\n\n<p>Consequently, downstream organizations and tech giants are exploring in-house custom chip design which allows them to tailor semiconductors to their unique specifications. This minimizes reliance on external vendors and preserves control over their intellectual property (IP), while boosting speed, efficiency, and compatibility with other hardware and software.<a><\/a><\/p>\n\n\n\n<p>In parallel, to meet demand from downstream organizations, the semiconductor industry continues to excel in design and manufacturing innovation and to push the boundaries of physics, advancing notably in chip architectures, extreme ultraviolet (EUV) lithography and smaller process nodes, 3D packaging and use of chiplets<a href=\"#_ftn2\" id=\"_ftnref2\">[2]<\/a>. According to the report, the industry is expecting its R&amp;D budget to increase by around 10% over the next two years.<\/p>\n\n\n\n<p>Nearly half of manufacturers say they are also relying on AI and Machine Learning (ML) to optimize processes.<\/p>\n\n\n\n<p><strong>The adoption of AI and Gen AI is driving demand for more specialized, high-performance chips<\/strong><\/p>\n\n\n\n<p>Increased adoption of AI and generative AI is driving the need for specialized neural processing units (NPUs) and high-performance graphics processing units (GPUs), that can handle massive computations and large datasets efficiently. More than half of downstream industries (54%) believe that advancements in GPU computing and AI\/machine learning acceleration can bring most value.<\/p>\n\n\n\n<p><strong>Chip sustainability, supply chain resilience, and security are downstream organizations\u2019 top priorities<\/strong><strong><\/strong><\/p>\n\n\n\n<p>According to the report, more than half of downstream organizations plan to prioritize chip sustainability, supply chain resilience, and cybersecurity features in the next two years.<\/p>\n\n\n\n<p>Only two in five semiconductor organizations are confident in the resilience of their supply chains. Over the next two years, the semiconductor industry expects to increase its domestic sourcing from the current 40% to 47% to mitigate the risks associated with international logistics. To enhance stability, the industry also anticipates an increase of 4% in nearshoring. 74% of semiconductor organizations expect to increase their US investments, compared to 59% increasing their investments in Europe.<\/p>\n\n\n\n<p>Security of chips remains a critical area in a highly complex and interdependent supply chain, nearly three in five semiconductor design organizations highlight a focus on cryptographic protection.<\/p>\n\n\n\n<p>Finally, with nearly 60% of downstream organizations saying that chip sustainability is going to be crucial in their chip selection, the industry is prioritizing core eco-friendly initiatives: energy conservation; implementation of water recycling and reuse systems; using less toxic alternative chemicals; and minimizing waste.<\/p>\n\n\n\n<p>To read the full report: <a href=\"https:\/\/bit.ly\/3PjHjX7\" target=\"_blank\" rel=\"noreferrer noopener\">Link<\/a><\/p>\n\n\n\n<p><strong>Report Methodology<\/strong><\/p>\n\n\n\n<p>The Capgemini Research Institute surveyed 250 executives, at the director level or above, from the semiconductor industry (including integrated device manufacturers, fabless design firms, foundries, outsourced semiconductor assembly and test&nbsp;(OSAT) companies, electronic design automation (EDA) companies, capital equipment companies, and material and subsystem companies), across 11 countries in Asia\u2013Pacific, Europe, and North America. These organizations each have annual revenues of $500 million and over. The Institute further surveyed 800 executives, at the director level or above, from ten downstream industries across 12 countries in Asia\u2013Pacific, Europe, and North America, operating in the fields of Aerospace and Defense, Automotive, Consumer Electronics, Energy, Financial Services, High Tech, Industrial Equipment, Medical Devices\/ Medical Electronics, Retail and Telecom. These organizations each have annual revenues of $1 billion and over. To complement the survey findings, in-depth discussions were conducted with 12 executives from the semiconductor industry and downstream industries. The global surveys were carried out in November 2024.<\/p>\n\n\n\n<p><strong>About Capgemini<\/strong><\/p>\n\n\n\n<p>Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, cloud and data, combined with its deep industry expertise and partner ecosystem. The Group reported 2023 global revenues of \u20ac22.5 billion.<\/p>\n\n\n\n<p>Get The Future You Want |\u00a0<a href=\"http:\/\/www.capgemini.com\" target=\"_blank\" rel=\"noreferrer noopener\">www.capgemini.com<\/a><\/p>\n\n\n\n<p><strong>About the Capgemini Research Institute<\/strong><\/p>\n\n\n\n<p>The Capgemini Research Institute is Capgemini\u2019s in-house think-tank on all things digital. The Institute publishes research on the impact of digital technologies on large traditional businesses. The team draws on the worldwide network of Capgemini experts and works closely with academic and technology partners. The Institute has dedicated research centers in India, Singapore, the United Kingdom and the United States. It was ranked #1 in the world for the quality of its research by independent analysts for six consecutive times &#8211; an industry first. Visit us at&nbsp;<a href=\"https:\/\/www.capgemini.com\/researchinstitute\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.capgemini.com\/researchinstitute\/<\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><a href=\"#_ftnref1\" id=\"_ftn1\">[1]<\/a> \u2018Downstream\u2019 organizations: organizations reliant on semiconductor supply. While nearly all industries rely on semiconductors for their products or services and operations, the scope of this research includes automotive, consumer electronics, retail, telecom, aerospace and defense, high tech- software, internet, enterprise datacenter, networking, medical devices\/medical electronics, industrial equipment, financial services, and energy.<\/p>\n\n\n\n<p><a href=\"#_ftnref2\" id=\"_ftn2\">[2]<\/a> Chiplets: tiny integrated circuits that can be combined to create complex components.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/section>\n\n\n<div class=\"wp-block-cg-blocks-cg-block-related-content\"><section class=\"relatedContentBlock\"><div class=\"container\"><div class=\"row\"><div class=\"content-title col-12 col-md-8\"><h2 class=\"related-content-heading\">Related news<\/h2><\/div><\/div><div class=\"row relatedContent\"><div class=\"col-lg-4 col-md-6 col-xs-12\">\n\t\t\t\t\t\t\t<div class=\"box\">\n\t\t\t\t\t\t\t\t<a aria-label=\"Read more about Two-thirds of organizations rate physical AI as a high priority for the next three to five years\" href=\"https:\/\/www.capgemini.com\/in-en\/news\/press-releases\/two-thirds-of-organizations-rate-physical-ai-as-a-high-priority-for-the-next-three-to-five-years\/\" class=\"anchorWrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"box-tag\"><span>Reports<\/span><\/span>\n\t\t\t\t\t\t\t\t\t<div class=\"box-title\"><h3 class=\"box-subtitle\">Two-thirds of organizations rate physical AI as a high priority for the next three to five years<\/h3><\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"box-date\">\n\t\t\t\t\t\t\t\t\t\t<span>Apr 16, 2026<\/span>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"box-bottom\">\n\t\t\t\t\t\t\t\t\t\t&lt;a class=&quot;link-download&quot; href=&quot;https:\/\/www.capgemini.com\/wp-content\/uploads\/2026\/04\/04_16_Physical-AI-CRI-report-press-release-ENG.pdf&quot; aria-label=&quot;Download Press Release&quot; target=&quot;_blank&quot;  type=&quot;download&quot; title=&quot;Opens in a new window&quot;&gt;\n\t\t\t\t\t\t\t&lt;span&gt;Download press release&lt;\/span&gt;\n\t\t\t\t\t\t\t&lt;span&gt;173 KB PDF&lt;\/span&gt;\n\t\t\t\t\t\t&lt;\/a&gt;\n\t\t\t\t\t\t\t\t\t\t<a class=\"more\" aria-label=\"Read more about Two-thirds of organizations rate physical AI as a high priority for the next three to five years\" href=\"https:\/\/www.capgemini.com\/in-en\/news\/press-releases\/two-thirds-of-organizations-rate-physical-ai-as-a-high-priority-for-the-next-three-to-five-years\/\">Read more about<\/a>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div><div class=\"col-lg-4 col-md-6 col-xs-12\">\n\t\t\t\t\t\t\t<div class=\"box\">\n\t\t\t\t\t\t\t\t<a aria-label=\"Read more about 85% of banks\u2019 corporate clients plan to engage with a non-bank financial institution within the next year as competition with private capital intensifies\" href=\"https:\/\/www.capgemini.com\/in-en\/news\/press-releases\/85-of-banks-corporate-clients-plan-to-engage-with-a-non-bank-financial-institution-within-the-next-year-as-competition-with-private-capital-intensifies\/\" class=\"anchorWrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"box-tag\"><span>Reports<\/span><\/span>\n\t\t\t\t\t\t\t\t\t<div class=\"box-title\"><h3 class=\"box-subtitle\">85% of banks\u2019 corporate clients plan to engage with a non-bank financial institution within the next year as competition with private capital intensifies<\/h3><\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"box-date\">\n\t\t\t\t\t\t\t\t\t\t<span>Mar 16, 2026<\/span>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"box-bottom\">\n\t\t\t\t\t\t\t\t\t\t&lt;a class=&quot;link-download&quot; href=&quot;https:\/\/www.capgemini.com\/in-en\/wp-content\/uploads\/sites\/18\/2026\/03\/03_16_Capgemini_WCIBR-Press-Release.pdf&quot; aria-label=&quot;Download Press Release&quot; target=&quot;_blank&quot;  type=&quot;download&quot; title=&quot;Opens in a new window&quot;&gt;\n\t\t\t\t\t\t\t&lt;span&gt;Download press release&lt;\/span&gt;\n\t\t\t\t\t\t\t&lt;span&gt;181 KB PDF&lt;\/span&gt;\n\t\t\t\t\t\t&lt;\/a&gt;\n\t\t\t\t\t\t\t\t\t\t<a class=\"more\" aria-label=\"Read more about 85% of banks\u2019 corporate clients plan to engage with a non-bank financial institution within the next year as competition with private capital intensifies\" href=\"https:\/\/www.capgemini.com\/in-en\/news\/press-releases\/85-of-banks-corporate-clients-plan-to-engage-with-a-non-bank-financial-institution-within-the-next-year-as-competition-with-private-capital-intensifies\/\">Read more about<\/a>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div><div class=\"col-lg-4 col-md-6 col-xs-12\">\n\t\t\t\t\t\t\t<div class=\"box\">\n\t\t\t\t\t\t\t\t<a aria-label=\"Read more about In a shift from AI hype to AI realism, organizations are increasing their AI investmentswith a focus on long-term value\" href=\"https:\/\/www.capgemini.com\/in-en\/news\/press-releases\/in-a-shift-from-ai-hype-to-ai-realism-organizations-are-increasing-their-ai-investmentswith-a-focus-on-long-term-value\/\" class=\"anchorWrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"box-tag\"><span>Reports<\/span><\/span>\n\t\t\t\t\t\t\t\t\t<div class=\"box-title\"><h3 class=\"box-subtitle\">In a shift from AI hype to AI realism, organizations are increasing their AI investmentswith a focus on long-term value<\/h3><\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"box-date\">\n\t\t\t\t\t\t\t\t\t\t<span>Jan 15, 2026<\/span>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"box-bottom\">\n\t\t\t\t\t\t\t\t\t\t&lt;a class=&quot;link-download&quot; href=&quot;https:\/\/www.capgemini.com\/in-en\/wp-content\/uploads\/sites\/18\/2026\/01\/01_15-Capgemini-AI-perspectives-and-AI-in-CXO-decision-making-press-release-ENG.pdf&quot; aria-label=&quot;Download Press Release&quot; target=&quot;_blank&quot;  type=&quot;download&quot; title=&quot;Opens in a new window&quot;&gt;\n\t\t\t\t\t\t\t&lt;span&gt;Download press release&lt;\/span&gt;\n\t\t\t\t\t\t\t&lt;span&gt;163 KB PDF&lt;\/span&gt;\n\t\t\t\t\t\t&lt;\/a&gt;\n\t\t\t\t\t\t\t\t\t\t<a class=\"more\" aria-label=\"Read more about In a shift from AI hype to AI realism, organizations are increasing their AI investmentswith a focus on long-term value\" href=\"https:\/\/www.capgemini.com\/in-en\/news\/press-releases\/in-a-shift-from-ai-hype-to-ai-realism-organizations-are-increasing-their-ai-investmentswith-a-focus-on-long-term-value\/\">Read more about<\/a>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div><\/div><\/div><\/section><\/div>","protected":false},"excerpt":{"rendered":"<p>The Capgemini Research Institute\u2019s report into the future of semiconductors \u2018The semiconductor industry in the AI era: innovating for tomorrow\u2019s demands\u2019, published today, shows that rising AI and generative AI (Gen AI) adoption is causing a surge in demand for advanced semiconductor solutions. Despite its lead in innovation, confidence in the semiconductor industry\u2019s ability to meet demand has been hindered by geopolitical tensions, international trade restrictions and the push for sovereignty. According to the report, while the demand for AI chips, custom silicon chips, and memory-intensive chips is expected to increase over the next 12 months, the semiconductor industry needs to capitalize on emerging opportunities. These include design and cutting-edge, sustainable fabrication methods, as well as investment in domestic sourcing and nearshoring to enhance stability.<\/p>\n","protected":false},"author":376,"featured_media":0,"template":"","meta":{"cg_dt_proposed_to":[],"cg_seo_hreflang_relations":"[]","cg_seo_canonical_relation":"{\"uuid\":\"7955a3e4-0be5-4282-a5e9-baa2e6f351fd\",\"blogId\":\"\",\"domain\":\"\",\"sitePath\":\"\",\"postLink\":\"\",\"postId\":null,\"isSaved\":true,\"isCrossLink\":false,\"hasCrossLink\":false}","cg_seo_hreflang_x_default_relation":"{\"uuid\":\"f30d666a-9b38-4c56-9cef-8f61adbabe9f\",\"blogId\":\"\",\"domain\":\"\",\"sitePath\":\"\",\"postLink\":\"\",\"postId\":null,\"isSaved\":true,\"isCrossLink\":false,\"hasCrossLink\":false}","cg_dt_approved_content":true,"cg_dt_mandatory_content":false,"cg_dt_notes":"","cg_dg_source_changed":true,"cg_dt_link_disabled":false,"footnotes":"","related_resource_url":"https:\/\/www.capgemini.com\/in-en\/wp-content\/uploads\/sites\/18\/2025\/01\/2025_01_07_-Capgemini_Press-Release_Future-of-Semiconductors-report.pdf","related_resource_id":1137206,"related_resource_size":"139 KB","related_resource_type":"pdf","cg_author":0,"featured_focal_points":""},"tags":[],"press-release-type":[87],"brand":[],"class_list":["post-1137204","press-release","type-press-release","status-publish","hentry","press-release-type-reports"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.8 (Yoast SEO v22.8) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Over half of chip-reliant organizations are concerned about the supply of semiconductors in the next two years - Capgemini India<\/title>\n<meta name=\"description\" content=\"The Capgemini Research Institute\u2019s report into the future of semiconductors \u2018The semiconductor industry in the AI era: innovating for tomorrow\u2019s demands\u2019, published today, shows that rising AI and generative AI (Gen AI) adoption is causing a surge in demand for advanced semiconductor solutions. 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