Intel Foundry’s Post

The global semiconductor market will likely double by 2030 with the boom in human and machine-generated data, IT capabilities, #AI, and connectivity, This rapid growth generates environmental challenges with the ever-growing intensive use of raw materials, chemicals, and significant emissions of process gases. Consumers, investors, and regulators now expect sustainable strategies, and the #semiconductor market players must address these issues. @capgemini has begun a new Sustainability for Semiconductors article series, addressing all the core issues that affect semiconductor companies’ #sustainability journey, including power consumption, water, process gases, and semiconductor materials. Read the report to learn how companies can accelerate toward a green transition. https://lnkd.in/gyeJAc3N .

The global chip industry’s heavy reliance—and impact—on water is becoming a critical vulnerability for the fast-growing industry and tech companies that need semiconductors for their products. Kirsten James highlights how investors can encourage companies to leverage leading practices and opportunities to work with peers and stakeholders on solutions. https://lnkd.in/eFmThS2Z World Economic Forum

🌐 Semiconductors power today’s economy, from vehicles and mobile devices to data centers, medical equipment, clean technologies, and the upcoming AI revolution. A globally integrated supply chain has created $1 trillion in efficiencies but faces resilience challenges due to geographic concentration, as highlighted by the COVID-19 pandemic, severe weather, and geopolitical tensions. To drive optimal growth in this complex and globally intertwined industry, we must focus on nurturing talent, fostering open trade, and other key pillars. Discover more in our report https://lnkd.in/gtgBDJHS #Semiconductors #SupplyChain #Resilience #Innovation #GlobalEconomy #BCGInsights

The chip industry is in a state of flux – here are the five major trends:    💡 Supply chain resiliency: To prevent supply chain disruption, we must establish strategic relationships and inter-industry cooperation, as well as increase transparency to better predict forecasts and meet demand.   💡 Generative AI: #GenerativeAI has the potential to reshape the industry – and may well produce the next "boom" cycle for semiconductors.   💡 Geopolitical tensions: With 60-70 percent of all chips manufactured in volatile Asian markets, governments must understand the criticality of the #semiconductor industry and the need for public-private partnership models & proactive federal programs to encourage diversification of production geography.   💡 The impact of the automotive industry: #Automotive is a significant driver for many of the changes facing the semiconductor industry. Companies are well advised to find ways to fit into this ecosystem.   💡 Sustainability: As the industry is projected to double by 2030 while carbon emissions quadruple, embracing sustainability and making technology sustainable to minimize the environmental impact of semiconductor production is non-negotiable.   I am positive that the industry will continue to overcome these challenges, embracing opportunities to create innovative and impactful solutions. We can achieve this with the rind mindset, strategies, and #collaborations. https://lnkd.in/esaAQBki

The sharp surge in chip demand comes with an equal surge in the need for effective water management in the industry.   The rapid development in #AI technology is driving the growth of the semiconductor manufacturing industry, putting more pressure on companies to consider sustainable use of existing water sources and how post-process water is handled. Chips must be rinsed with ultrapure water during the manufacturing process, in addition to water being used to cool equipment in data centers.    A Fortune article analyzed data from Intel Corporation and found that a single chip factory uses 1 million gallons of water per day.   https://lnkd.in/eQa-RdXs    As the need for sustainable sourcing and recycling of water grows, Flathead Forge is building the ‘picks and shovels:' water technologies that will bridge the gap between the static supply and rocketing demand for water in industry. Beneficial reuse and circular economy principles will be vital to the continued success of many industries such as semiconductor manufacturing that depend on effective water management.   #watertreatment #semiconductor #circulareconomy #FlatheadForge #picksandshovels #investing