The semiconductor industry is facing significant challenges in 2023 as the global economy transitions back to normalcy following the COVID-19 pandemic. The COVID abnormalities that drove the last cycle are fading and fundamentals are becoming important again. The question now is how far the chips fall in will 2023 and when will the market rebound. The presentation will highlight the factors that will determine the speed of the recovery for semiconductors and equipment markets. This presentation will explore the aspect of sustainability in the fab, examining the carbon footprint associated with different leading-edge processes. Some of the questions to be addressed in the presentation include: -Where are we in the cycle? -What are the pressure and strategic inflection points? -What is the growth range that can be expected? -What are the key drivers? -Where will the best markets and opportunities be? -What are the fab carbon emissions for leading edge processes?
.jpg "Andrea Lati photo")