1、2024 global semiconductor industry outlook 2Executive summary 3Generative AI and the next wave of chip supply 4Making smart manufacturing smarter 6Semiconductor assembly and test venture into new geographies 8Bolstering cybersecurity to combat intensifying cyberthreats 10Geopolitics,export controls,

2、semiconductors,advanced nodes,and AI 11Signposts for the future 12Whats inside2024 global semiconductor industry outlookAbout Deloittes OutlooksDeloittes 2024 global semiconductor industry outlook seeks to identify the strategic issues and opportunities for semiconductor companies and other parts of

3、 the semiconductor supply chain to consider in the coming year,including their impacts,key actions to take,and critical questions to ask.The goal is to help equip companies across the semiconductor supply chain with the information and foresight to better position themselves for a robust and resilie

4、nt future.Chip sales look to bounce back in 2024,led by generative AI,but could be complicated by geopoliticsThe infamously cyclical semiconductor industry had a challenging year in 2023,the seventh downturn since 1990,with sales expected to be down 9.4%(to US$520 billion)for the year.1 But thats no

5、t as bad as was expected in the spring;before relatively stronger second and third quarters were in the books,the previous forecast had been for US$515 billion.2 2024 is now predicted to see global sales of US$588 billion.3 Not only would that be 13%better than 2023,but its 2.5%higher than 2022s rec

6、ord industry revenues of US$574 billion.The stock market is often a leading indicator of industry performance:As of mid-December 2023,the combined market capitalization of the top 10 global chip companies was US$3.4 trillion,up 74%from US$1.9 trillion in November 2022 and 17%higher than the US$2.9 t