Pacellico Semiconductor “new normal”

Earlier this year Pacellico shared its original Semiconductor “new normal” slide, first created in 2017. Six months on and Semi demand continues to strengthen.

Does our stretched sine wave still hold true?

Definitely, with more on top, as IOT, 5G, EVs and AI gain further momentum. Furthermore, the emphasis on supply chain resilience, as a consequence of COVID, Global trade disharmony & technology sovereignty, is driving major investment in the US with Intel Corporation, Samsung Electronics and TSMCand Europe via numerous European Commission & national level initiatives.

 

 

What will the sine wave look like three years from now?

What actions are you taking to respond to these generational and structural changes in the semiconductor supply chain?