



Key Takeaways from Matt Gertken, PhD (BCA Research) at SEMI ISS By Damian Scandiffio One of the most valuable sessions at SEMI ISS last month wasn’t about a single country, conflict, or policy headline. It was about something bigger: how the global system is changing underneath all of them. Matt Gertken’s geopolitical outlook for 2026…

Key takeaways from Duncan Meldrum, Chief Economist, Hilltop Economics at SEMI ISS. The semiconductor industry is thriving, but it’s propping up an economy on shaky ground. That was the core message from Duncan Meldrum’s presentation on the 2026 economic outlook and semiconductor risks at SEMI ISS this year. While most sessions focused on nodes, tools,…

What the Industry Is Signaling Earlier in January, I had the pleasure of again attending the annual SEMI ISS event to get a pulse on industry happenings. During my time there, a remarkably consistent narrative emerged: The semiconductor industry is entering a structurally different era, defined not by scaling transistors, but by scaling how intelligently…