Interview: Semiconductor Value Is Shifting from Chips to System Capabilities
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Advantest's Dong Ong held a conversation with ISIG co-founder and CEO Salah Nasri about competitive advantages in the semiconductor industry over the next decade. Both agreed that with the arrival of the AI era, industry value is shifting from transistor-level processes and individual chips toward advanced packaging, system integration, software, and platform ecosystems. Under this trend, chip performance is no longer determined by a single device but by how efficiently the entire system moves data, manages energy, and coordinates compute. Nasri judged that future winners will be vendors able to integrate technology, platforms, and partnerships into a complete value system, rather than companies relying solely on single-point technological leadership. This is part three of the interview series; the content so far consists mainly of these industry views, with no follow-up reports or specific data updates yet.
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- Semiconductor Engineering Chips and PackagingFrom Silicon To Systems: Redefining Competitive Advantage, Part 3
Advantest's Dong Ong talks with ISIG co-founder and CEO Salah Nasri about competitive advantage in the semiconductor industry over the next decade. In the AI era, industry value is shifting from transistor process nodes and single chips to advanced packaging, system integration, software and platform ecosystems; performance depends on how efficiently an entire system moves data, manages energy and coordinates compute, and future winners will be vendors that combine technology, platforms and partnerships into a value system.