1、 KPMG Global Semiconductor Industry OutlookSemiconductor outlook buoyed by AI and automotive Yet concerns still persist over talentThis is the 19th annual KPMG Global Semiconductor Industry Outlook,with key findings from a survey of 172 senior executives from global semiconductor companies.More than

2、 half of the respondents were from companies with more than US$1 billion in annual revenue.The survey was conducted in the fourth quarter of 2023 by KPMG and the Global Semiconductor Alliance(GSA).The publication is designed for semiconductor CEOs,COOs,CFOs,controllers,finance leaders,and strategic

3、and corporate development personnel.This work is equally relevant for executives of companies whose products are heavily reliant on semiconductor components,including products for telecommunications,telecommunications infrastructure,cloud services,data centers,artificial intelligence,platform provid

4、ers,devices supporting Internet of Things(IoT)applications,and automotive electronic applications.ContentsForeword .2Key findings .3Financial expectations .4Operational expectations .9Growth applications and products .13Industry issues and strategic priorities .17Next steps .22Research methodology .

5、23About KPMG and the GSA .24About the authors .24 2024 KPMG LLP,a Delaware limited liability partnership and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited,a private English company limited by guarantee.All rights reserved.Global

6、semiconductor industry outlook1In our annual survey,172 semiconductor executives from across the globe weighed in on a number of financial,operational,and strategic questions.Following a contraction in 2023 in global revenue,83 percent of respondents expect their companies to see increased revenue g