/semiconductors11Foreword 2Keyfindings 3 Operationalexpectations 8Growthproductsandapplications 12ustryissuesandstrategicpriorities 15Nextsteps 18Researchmethodology 19AboutKPMGandtheGSA 20Abouttheauthors 21nsAckPMGglobalorganizationofindependentmemberfirmsaffiliatedwithitedbyguaranteek2kPMGglobalorganizationofindependentmemberfirmsaffiliatedwithitedbyguarantee2keoftheindustrysomsryhicssdtysstfewyears.heUS3kPMGglobalorganizationofindependentmemberfirmsaffiliatedwithitedbyguarantee3kdenceisatanalltimehighwithsurgingdemandinmultipleendapplicationsdrivingbusinessprojectionsupwardandacceleratingtheneedforadditionalcapacity.growoverthenextyear,and34%forecastitwillgrowmorethan.overthenextyear.Semiconductorfirmscontinuetoorganizearoundendmarketsandsolutions,tobetterfocusoncustomerdemand.Manyaremakinginvestmentsintheirsupplychain.beingmoreorientedbyendmarkets(forexample,automotive,into2023.Applicationsfortheautomotiveandarenowenuedriverforthenextfiscalyear.Besidesongoingsupply/demandimbalance,semiconductorfirmsarechallengedtoattract,develop,andretainskilledtalent. totive Mergersandacquisitions(M&A)Source:KPMGGlobalSemiconductorIndustrySurveyfindings,2022(n=152).4kPMGglobalorganizationofindependentmemberfirmsaffiliatedwithitedbyguarantee4k—Buoyedbyrecorddemandinallkeyend-markets,nearlyallrespondentsexpectcompanyandindustryrevenue,aswellasoperatingprofitability,toincreaseoverthenextyear.—Mostindustryinsidersbelievetheircompanies’globalworkforcewillgrow—TheKPMGSemiconductorConfidenceIndexincreasedconsiderablyyear-over-yeartoanall-timehigh,reflectingtheindustry’sstrength.iontodigitalinallareasofoursemiconductorindustrytonewheightsingrowth5kPMGglobalorganizationofindependentmemberfirmsaffiliatedwithitedbyguarantee5krlntefal 2%3% 1%1%4%5%4%5%1Increase1Decrease1NochangeSource:KPMGGlobalSemiconductorIndustrySurveyfindings,2022(n=152).Percentagesmaynotsumto100%duetorounding.dteont6kPMGglobalorganizationofindependentmemberfirmsaffiliatedwithitedbyguarantee6k1%1%nfmonths.tnIncrease>20%aseNochange26%25%26%25%26%27%22%22%1Talent1R&D1Capex1%Source:KPMGGlobalSemiconductorIndustrySurveyfindings,2022(n=152)1%eMMLessthanMstryindexeMMLessthanMstryindexCompanyrevenuegrowthCompanyapitaldingCompanyworkforcegrowthCompanyDdingstryprofitabilitySource:KPMGGlobalSemiconductorIndustrySurveyfindings,2022(n=152).PMGglobalorganizationofindependentmemberfirmsaffiliatedwithitedbyguaranteeAllrightsreserved77sfigures.rk8kPMGglobalorganizationofindependentmemberfirmsaffiliatedwithitedbyguarantee8k—Semiconductorfirmscontinuetoorganizearoundendmarkets,ratherthanproducts,tohavebetterfocusoncustomerdemandduringthesechallengingtimes.—COVID-19hasledthemajorityofsemiconductorcompaniestoimplementpermanentwork-from-anywhereand/orflexiblehourspolicies.—Morethanhalfofsurveyrespondentsbelievetheongoingchipshortagewon’tenduntilsometimein2023.“SemiconductorcompaniesarestrivingtomeetutthechipshortageisstillintoToalignwithcustomerexpectations,mostcompaniessaytheyhavemovedAgree/StronglyagreeNeutralAgree/StronglyagreeNeutralDisagree/StronglyagreerrfserelsSource:KPMGGlobalSemiconductorIndustrySurveyfindings,2022(n=152).Percentagesdonotsumto100%duetorounding.99k加微信602995148，獲取更多僅用于學習交流的白皮書/報告/PDF書籍?2022KPMGLLP,aDelawarelimitedliabilitypartnershipandamemberfirmoftheKPMGglobalorganizationofindependentmemberfirmsaffiliatedwithKPMGInternationalLimited,aprivateEnglishcompanylimitedbyguarantee.Allrightsreserved.tsdPermanentwork-from-anywhere/flexiblehoursIncreaseduseofcloud/automationIncreasedgeosupplychaindiversityIncreasedgeodiversityofotherinternalopsIncreasedinternalsupplychaincapabilitiesRevisedESGpractices/reportingSource:KPMGGlobalSemiconductorIndustrySurveyfindings,2022(n=152).Multipleresponsesallowed.Partiallistshown.k加微信602995148，獲取更多僅用于學習交流的白皮書/報告/PDF書籍?2022KPMGLLP,aDelawarelimitedliabilitypartnershipandamemberfirmoftheKPMGglobalorganizationofindependentmemberfirmsaffiliatedwithKPMGInternationalLimited,aprivateEnglishcompanylimitedbyguarantee.Allrightsreserved.加微信602995148，獲取更多僅用于學習交流的白皮書/報告/PDFk?2022KPMGLLP,aDelawarelimitedliabilitypartnershipandamemberfirmoftheKPMGglobalorganizationofindependentmemberfirmsaffiliatedwithKPMGInternationalLimited,aprivateEnglishcompanylimitedbyguaranteektn2121%Early202326%End2022End2023Mid202222%Mid20233%arly3%OtherSource:KPMGGlobalSemiconductorIndustrySurveyfindings,2022(n=152).Percentagesdonotsumto100%duetorounding.加微信602995148，獲取更多僅用于學習交流的白皮書/報告/PDF書籍k?2022KPMGLLP,aDelawarelimitedliabilitypartnershipandamemberfirmoftheKPMGglobalorganizationofindependentmemberfirmsaffiliatedwithKPMGInternationalLimited,aprivateEnglishcompanylimitedbyguaranteek—Respondentsagainviewsensors/MEMSasthesegmentrepresentingthegreatestproductgrowthopportunity.—Wirelesscommunications,including5Ginfrastructure,smartphones,andothermobiledevices,areconsideredthemostimportantrevenuedriver.—Althoughautomanufacturershavebeenhitespeciallyhardbythechipshortage,semiconductorapplicationsforthesectorareratedasthenumbertworevenuedriver.ofuelgrowthinthenextyear,includingwirelessand5G,InternetofThings,artificialintelligence,anddataetautomotiveisalsogainingmomentumasrelationshipsbetweensemiconductorcompaniesand加微信602995148，獲取更多僅用于學習交流的白皮書/報告/PDF書籍k?2022KPMGLLP,aDelawarelimitedliabilitypartnershipandamemberfirmoftheKPMGglobalorganizationofindependentmemberfirmsaffiliatedwithKPMGInternationalLimited,aprivateEnglishcompanylimitedbyguaranteekthes2222Sensors/MEMS(GPU/MCU/MPU)Analog/RF/MixedsignalctronicsMemory(Flash/DRAM)OtherlogicSource:KPMGGlobalSemiconductorIndustrySurveyfindings,2022(n=152).nicationsAutomotivenicationsAutomotiveok22212221222120andinfrastructure,smartphones,andothermobiledevices)IndustrialequipmentcomputingInternetofcomputingWirelinecommunicationsArtificialcommunicationsCloudcomputing/acentersSource:KPMGGlobalSemiconductorIndustrySurveyfindingsCloudcomputing/acenters加微信602995148，獲取更多僅用于學習交流的白皮書/報告/PDF書籍?2022KPMGLLP,aDelawarelimitedliabilitypartnershipandamemberfirmoftheKPMGglobalorganizationofindependentmemberfirmsaffiliatedwithKPMGInternationalLimited,aprivateEnglishcompanylimitedbyguarantee.Allrightsreserved.加微信602995148，獲取更多僅用于學習交流的白皮書/報告/PDFk?2022KPMGLLP,aDelawarelimitedliabilitypartnershipandamemberfirmoftheKPMGglobalorganizationofindependentmemberfirmsaffiliatedwithKPMGInternationalLimited,aprivateEnglishcompanylimitedbyguaranteek—Thevastmajorityofrespondentscitetalentsupply,development,andretentionastheirtopstrategicpriorityforthenextthreeyears.—Productioncapacityconstraintsandalackofskilledtalentaretiedforthetopindustryissuesoverthenextthreeyears.—RespondentsarebullishonM&Aactivity.dtostartcreatingamultifacetedtalentpipeline,enticeshipsandpartnershipswithsecondaryeducationthatfosterSTEMinterestininengldasit%%Talentsupply/development%%Flexible/adaptablesupplychain42%TransformativeM&42%28%24%Digital28%24% 9% %1%InclusionanddiversityDivestitureofnoncoreBUsFormalizingESGreportingCarbonfootprintreductionSource:KPMGGlobalSemiconductorIndustrySurveyfindings,2022(n=152).Multipleresponsesallowed.Otherk加微信602995148，獲取更多僅用于學習交流的白皮書/報告/PDF書籍?2022KPMGLLP,aDelawarelimitedliabilitypartnershipandamemberfirmoftheKPMGglobalorganizationofindependentmemberfirmsaffiliatedwithKPMGInternationalLimited,aprivateEnglishcompanylimitedbyguarantee.Allrightsreserved.rdsThisisinterestinginlightoftheresponsetothepreviousstrategicprioritiesquestion,towhich42percentofrespondentssaidtheyexpectedtoengagein“transformative”M&A.TheprominenceofTaiwaninthesupplychain NationalizationofsemiconductortechnologyandintellectualpropertyTariffsandrenegotiatedtradedealsGlobaltaxreformClimatechangelegislation SmallSmallscale/”tuck-in” DivestitureofncoreDivestitureofncoreassetsdivestitureplansSource:KPMGGlobalSemiconductorIndustrySurveyfindings,2022(n=152).加微信602995148，獲取更多僅用于學習交流的白皮Suc報e:PPGDl書ob籍a(chǎn)lSemiconductorIndustrySurveyfindings,2022(n=152).Multipleresponsesallowed.Globalsemiconductorindustryoutlookmyportk加微信602995148，獲取更多僅用于學習交流的白皮書/報告/PDF書籍?2022KPMGLLP,aDelawarelimitedliabilitypartnershipandamemberfirmoftheKPMGglobalorganizationofindependentmemberfirmsaffiliatedwithKPMGInternationalLimited,aprivateEnglishcompanylimitedbyguarantee.Allrightsreserved.to%1U.S.1ASPAC1EMEA1RestofWorld1Lessthan$100M1$100M–$999M1$1Bormore1C-level1Vicepresident1Executivedirector/director1Other1Public1Private1Venture-fundedstartup1Fablesssemiconductorcompany1Fabsemiconductorcompany1Industrysupplierorvendor1Service,systems,software,orsolutionsprovider1OtherSource:KPMGGlobalSemiconductorIndustrySurveyfindings,2022;n=152.k加微信602995148，獲取更多僅用于學習交流的白皮書/報告/PDF書籍?2022KPMGLLP,aDelawarelimitedliabilitypartnershipandamemberfirmoftheKPMGglobalorganizationofindependentmemberfirmsaffiliatedwithKPMGInternationalLimited,aprivateEnglishcompanylimitedbyguarantee.Allrightsreserved.somsemiconductorstofkPMGglobalorganizationofindependentmemberfirmsaffiliatedwithitedbyguaranteeAllrightsreserved1SemiconductorIndustryAssociationpressrelease,GlobalbercreaseinExceedBillionin2022,December3,2021.2KPMG,Survivingthesiliconstorm,2021.3Bloomberg,ChipLeadTimesBegintoSlow,SuggestingShortagesHavePeaked,October26,2021.4AvnetAbacuslead-timeguide,January2022.5SemiconductorIndustryAssociationpressrelease,GlobalbercreaseinExceedBillionin2022,December3,2021.6SemiconductorIndustryAssociationpressrelease,GlobalbercreaseinExceedBillionin2022,December3,2021.7FinancialTimes,ChippricessettoriseintonextyearasTSMCincreasesrates,September14,2021.evenueGrowthtoSkyrocketAmongTopNovember17,2021.9WallStreetJournal,TSMCtoInvestUpto$44Billionin2022toBeefUpChipProduction,January13,2022.manufacturingprowess,November18,2021.motivesemiconductorsThenewICEageKPMGSurvivingthesiliconstorm,2021.13W,Buildingresilientsupplychains…100