New EMD Electronics Survey Highlights Capacity Challenges in the Semiconductor Industry, Points to Expanded Sustainability Drive

What happened: EMD Electronics released a survey at SEMICON West on capacity challenges in the semiconductor industry, covering AI adoption, workforce gaps, supply chain resilience and sustainability. Key numbers: Gartner forecasts worldwide semiconductor revenues of $1.6 trillion in 2026, a 92% increase over 2025. Why it matters: The survey points to workforce and packaging bottlenecks rather than fab construction as the main constraint on AI-driven demand, and frames sustainability as an operational and capacity issue rather than a compliance one.

EMD Electronics released a survey at SEMICON West on capacity challenges in the semiconductor industry, covering AI adoption, workforce gaps, supply chain resilience and sustainability.

The survey points to workforce and packaging bottlenecks rather than fab construction as the main constraint on AI-driven demand, and frames sustainability as an operational and capacity issue rather than a compliance one.