Asianometry America’s Semiconductor Boom is Real
56 snips
Oct 16, 2025 A recent trip to SEMICON West in Phoenix revealed the vibrant energy behind America's semiconductor boom. The event showcased impressive attendance and underscored TSMC's significant role in driving local growth. The integration of AI dominated discussions, raising concerns about energy needs. Additionally, the emergence of digital twins for manufacturing optimization was highlighted. Notably, Phoenix's semiconductor roots and community debates over water usage reflect the complex dynamics of local development. Overall, the future looks bright for the semiconductor industry.
AI Snips
Chapters
Transcript
Episode notes
Trip To Semicon West
- The host flew from Taipei to Phoenix to attend SEMICON West and explore the new US semiconductor scene.
- He found the show well attended and enjoyed meeting many people, though it wasn't his first Semicon experience.
Semicon Shifted Toward Suppliers
- SEMICON evolved from a fabs-led show into an equipment-and-supplier trade fair full of semiconductor-adjacent companies.
- For deep technical content, smaller specialized conferences often offer more value than the large trade show.
AI Is Driving Unprecedented Chip Demand
- AI dominated conversations at SEMICON West and is framed as the new era driving chip demand and technical challenges.
- The industry faces unsustainable energy demands and must pursue many incremental tech fixes across logic, memory, and packaging.