AI reshapes supply chains. AI server demand is absorbing wafer capacity across node sizes—displacing legacy sectors and creating structural imbalances.
Geopolitical fragmentation deepens. Tariffs are locking in an East vs. West split in production and policy.
65%
Buyer confidence is eroding. Just 65 percent of leaders feel secure in their supply, down from 82 percent a year ago.
42%
Advanced nodes face growing constraints. Forty-two percent expect shortages in sub-8nm amid limited capacity investment.
Design is the most critical and often overlooked lever. Smart reuse and node flexibility are emerging as crucial resilience strategies.
An integrated view of global supply and demand
Built on teardown analysis from more than 1,000 electronics products by Kearney PERLab, and global fab capacity tracking from SEMI’s World Fab Forecast (covering over 1,400 fabs), this report reveals mismatches and inflection points traditional forecasts miss. Together, these insights empower leaders to anticipate shortages, mitigate risk, and unlock competitive advantage.
A partnership built for impact
Published in collaboration with SEMI—the global industry association representing 3,000+ semiconductor and electronics companies—this report blends SEMI’s operational depth and supply chain management initiative with Kearney’s strategic insight to help leaders act with clarity in a time of unprecedented uncertainty.
Download the report
Explore the insights. Equip your team.
Stay ahead in a fractured, fast-moving market.