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ARTICLE · 27 JANUARY 2025

Navigating Today's Major Disruptions Across The Global Semiconductor Ecosystem

AlixPartners Asia LLC
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On December 6, AlixPartners hosted an event for semiconductor executives in Silicon Valley alongside Vox Media. The event kicked off with a moderated discussion led by Markus Bolte...

GlobalStrategy
Greg Maynard
Greg Maynard
Markus Bolte
Markus Bolte
Joe Semma
Joe Semma
Devon Bowling
Devon Bowling
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On December 6, AlixPartners hosted an event for semiconductor executives in Silicon Valley alongside Vox Media. The event kicked off with a moderated discussion led by Markus Bolte, AlixPartners' global co-leader of its semiconductor practice, on three crucial challenges semiconductor manufacturers must confront in 2025 and beyond. This was followed by a live Decoder podcast interview hosted by The Verge's Deputy Editor Alex Heath in conversation with Arm CEO Rene Haas.

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How will U.S. – China relations, among other geopolitical questions, affect semiconductor operations?

According to the 2025 AlixPartners Disruption Index (ADI), based on a survey of more than 3,200 senior global executives, 87% of companies across segments are holding onto more inventory than normal due to geopolitical conflicts. And as Donald Trump takes office for the second time, companies are watching how the economics of the U.S., China, and the rest of the world shift. These economies

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