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S& Global Platts Crude & Refined Products Market
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Title: More Than AI: Semiconductor Supply Chains in 2024 and Beyond
Duration: 1 hour
Summary:
Join our experts on Tuesday 27th February, as we delve into the future of semiconductor supply chains in 2024 and beyond. In this webinar, we will explore key topics such as the bottlenecks in semiconductor supply chains, the sustainability of the AI chip boom, prospects for non-AI semiconductors, and the struggle for technological sovereignty and dominance. Gain valuable insights into the latest data on consumer demand, falling mobility trends, and the current state of the industrial sector.
Speakers
John Abbott
Principal Research Analyst - Applied Infrastructure & DevOps
S&P Global Market Intelligence
Chris Rogers
Head of Supply Chain Research
S&P Global Market Intelligence
Zaneta Kucerova
Market Development, TMT solutions
S&P Global Market Intelligence
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Since 2021, the Biden administration has demonstrated a clear intent to significantly reduce the cost of renewable power; accelerate the transition to electric fleets and to re-shore/near shore much of the critical mineral mining and processing needed to enable the energy transition. The incentives offered within the Inflation Reduction Act 2022 (IRA), therefore, represent policy landmarks in attempting to reach this ambition. However, this aim will require US energy producers and electric vehicle manufactures acquire critical minerals at unprecedented rates, with copper the metal of electrification, and lithium, nickel and cobalt the major components of electric vehicle batteries. As these metals turn increasingly key to energy transition, establishing accurate demand estimates and securing reliable supplies will become crucial elements of industrial strategy—even national security concerns.
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