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Interview: SEMI CEO sees US$3 trillion chip industry by 2035, as trusted partners reshape supply chain

What happened

SEMI President and CEO Ajit Manocha told DIGITIMES in an exclusive interview at SEMICON West 2026 that the semiconductor industry reached the US$1 trillion revenue milestone several years earlier than originally forecast, and that with growth driven by AI and quantum computing, reaching US$2 trillion by 2035 is 'entirely achievable'. The headline further states that the SEMI CEO sees a US$3 trillion chip industry by 2035, as trusted partners reshape the supply chain. These are industry-scale forecasts, not achieved results; the source does not state any specific component price or supply change.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

semiconductor industry
industry_forecastSEMIrevenue_milestoneAIquantum_computingsupply_chain

Source and time

Source: DigiTimes Asia · 10/16/2026 · View original source

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