Tech supply chains worldwide are undergoing transformation, according to analysts at DIGITIMES, due to three primary arenas of contention.

In the ever-evolving world of technology, the global semiconductor and electronics industry is undergoing a significant transformation, driven primarily by the growth of artificial intelligence (AI). This transformation is the focus of the upcoming Semiconductor Supply Chain 2025+ Seminar, hosted by DIGITIMES on September 26, 2025.

The seminar will bring together industry leaders such as Nvidia, Broadcom, TSMC, tech giants Apple, Microsoft, Amazon, Alphabet, Meta, and Tesla, who will provide insights on AI, geopolitical shifts, and supply chain relocations. The event will take place at 08:00 (GMT+8) / September 25 at 20:00 (ET) / 17:00 (PT).

Nvidia, a key player in the AI sector, saw its chip revenue reach an impressive US$72 billion in 2024, giving it a 12% global share. However, Taiwan's dominance in the semiconductor market began to wane in 2024, with its share falling to 65%, as Chinese suppliers expanded to 22%, fueled by consumer electronics orders.

However, Taiwan's share rebounded in early 2025, reaching 70%, thanks to rising demand for AI servers from hyperscalers. Most AI servers using Nvidia's H200 GPUs undergo critical assembly processes in Taiwan.

Meanwhile, TSMC, the largest semiconductor company by revenue, with a 55% share in the global foundry market, is expected to see its AI accelerator chip revenue grow at a 45% annual rate through 2029, reaching US$86.5 billion.

The global technology market is increasingly segmented into three blocs: the US, China, and the rest of the world. Imports from Chinese and Vietnamese plants surged earlier this year following new US duties on steel and aluminium. However, global server EMS is shifting toward the US, but Asia remains the backbone of AI server supply chains.

Taiwanese firms, including Foxconn, Quanta, Wistron, Inventec, and Mitac, have expanded facilities in Texas, California, and Tennessee. This expansion is driven by the demand for AI accelerators and cloud infrastructure, which are key drivers of Taiwan's resurgence in manufacturing.

DIGITIMES vice president Eric Huang predicts a major transformation in semiconductor and electronics supply chains, with AI playing a pivotal role. For further information and registration, please visit: Semiconductor Supply Chain 2025.

It's important to note that the US capacity for advanced packaging for Nvidia GPUs will not be available before 2027. This could have implications for the global semiconductor market, particularly in the AI sector.

In conclusion, the semiconductor and electronics industry is experiencing a significant shift, driven by the growth of AI. The Semiconductor Supply Chain 2025+ Seminar promises to provide valuable insights into this transformation and the future of the industry.

Tech supply chains worldwide are undergoing transformation, according to analysts at DIGITIMES, due to three primary arenas of contention.