Significant geopolitical and regulatory events have recently transpired that can potentially impact the semiconductor industry. The Russia-Ukraine war (along with resulting sanctions and potential corporate disclosure requirements), rising global inflation and corresponding changes to monetary policy, and the U.S. Securities and Exchange Commission’s (SEC) proposed climate disclosure rules are just some of the new factors in play.
To gain insight on these latest issues, KPMG and the Global Semiconductor Alliance canvassed perspectives from C-level executives from the world’s largest semiconductor companies. The overall sentiment is that despite these recent challenges, the semiconductor industry is still well positioned to thrive in the next two years. Key findings include the following: