14:05 – 14:15
Disruption of the semiconductor industry
Based on AlixPartners’ Disruption Index survey of over 3,000 executives globally, several striking trends emerged that show how the semiconductor industry’s resilience is being tested amid geopolitical pressures and the transformative impact of AI. I will discuss the industry leaders’ outlook into the future, how market leaders are navigating geopolitical tensions, tariffs, and supply chain disruptions as well as implementing AI role in driving growth and evolving workforce needs. The survey shows that forward-looking leaders are optimistic about AI’s potential to enhance revenues and manufacturing capabilities and proactively change business and operating models to be the drivers of disruptions.
Markus Bolte, Ph.D.
AlixPartners
Markus co-leads AlixPartners’ global semiconductor practice. With 20 years of global business experience, he serves clients on their business and operating model transformation and change journeys. He is driven by a passion for measurable impact and the desire to help the semiconductors industry navigate through the disruptions of our age. Before joining Alixpartners, Markus led the strategy at a global technology leader. He started his consulting career at two leading European management consultancy firms. Before joining the consulting world, Markus led a research group for supercomputing and nanophysics research utilizing Nvidia’s CUDA to accelerate complex nanophysics simulations and collaborating with institutions globally. Markus holds a PhD and Masters in Physics and Computer Science.
Company Profile
AlixPartners is a results-driven global consulting firm that specializes in helping businesses respond quickly and decisively to their most critical challenges—from urgent performance improvement to complex restructuring, from risk mitigation to accelerated transformation. These are the moments when everything is on the line—a sudden shift in the market, an unexpected performance decline, a time-sensitive deal, a fork-in-the-road decision. We stand shoulder to shoulder with our clients until the job is done, and only measure our success in terms of the results we deliver.
Company Products & Services
Clients call us when they need pragmatism and cut-through to solve their most complex challenges arising from a continually disrupted world. Our services cover Artificial Intelligence, Corporate Strategy & Transformation, Data Governance, ESG, Growth, Investigations, Disputes & Advisory Services, Mergers & Acquisitions, Organizational Transformation, Supply-Chain Management & Operations, Technology, Transformative Leadership and Turnaround and Restructuring.
