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Geopolitics and AI will affect the chip industry in 2025 | KPMG
AI is making semiconductor leaders more optimistic about 2025, but headwinds could come from geopolitical and talent retention concerns.
“AI underpins the industry’s near-term growth and revenue expectations,” said KPMG technology media & telecommunications leader Mark Gibson, in a statement. “The upward trajectory for the industry in the short-term is clear, but the companies that can manage their supply chains and attract and retain talent will be the ones well-positioned to sustain and benefit from the AI boom.” Making the supply chain more flexible and adaptable to geopolitical changes (tied with talent development and retention) is the top strategic priority, after being named second in last year’s survey.
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