Skip to main content

AI Propels Semiconductor Industry – What Lies Ahead

2:00 pm - 2:30 pm

As compute demand, primarily driven by AI, continues to soar, Gartner’s projection for semiconductor industry revenue has been revised up with industry crossing $1T mark in 2026. Memory and AI processors will lead the charge.   

While conversations on a potential AI bubble continue, supply is highly constrained for leading-edge wafers, advanced packaging, HBM, and storage. This talk will focus on projections for next five years – will this Supercycle continue or will we witness a memory cyclicality? and what will be the impact on capital expenditure, foundry, and wafer fab equipment?  

AI is a generational opportunity for the semiconductor industry – leveraging current challenges and converting them into opportunities could define your company’s future. 

Featured Speakers

Gaurav Gupta

Gaurav Gupta

VP Analyst, Emerging Technologies and Trends, Gartner

Dr. Gaurav Gupta is a VP Analyst in the Emerging Technologies and Trends Compute Devices team. Dr. Gupta works closely with leaders across the globe, providing strategic advice on a broad spectrum of topics:
1. Semiconductors - Leading-edge Process Technologies, Chip Fabrication & Design, Supply Chain, Geopolitics, Advanced Packaging, AI analytics, Capital spending and foundry
2. Automotive- Autonomous vehicles, Software-defined Vehicles, Automotive cloud, and Vehicle E/E Architecture
3. Quantum Computing – Technology, Current and future state, Technology and Vendor landscape
4. Energy Efficient Compute- Future compute for AI/GenAI, Data Center cooling solutions, Custom Silicon

Dr. Gupta has a solid understanding of emerging markets, having worked extensively with both startups and large corporations. He has made numerous presentations on various topics across platforms and conferences. He is highly quoted in media - CNN, CNBC, Fortune, NY Times, WSJ, Yahoo Finance, ComputerWorld, Forbes, eetimes, economist etc.

Previous Experience

Prior to joining Gartner, Dr. Gupta worked as a Knowledge Expert at McKinsey & Co. where he advised clients across the globe in the semiconductor and electronics industry with a focus on business transformation (cost, operations, and growth) and product strategy (launch/development/planning). He has a strong technical background in the semiconductor industry in process, yield, R&D, and integration, having worked at Intel and IBM prior to the stint with McKinsey & Co.

Education

  • Ph.D., Materials Science, University of Michigan, Ann Arbor
  • B. Tech, Materials Science, IIT Roorkee, India