从芯片到系统：半导体行业竞争优势的重塑（第三部分）
From Silicon To Systems: Redefining Competitive Advantage, Part 3
Advantest 的 Dong Ong 与 ISIG 联合创始人兼 CEO Salah Nasri 对谈半导体行业未来十年的竞争优势。随着 AI 时代到来，行业价值正从晶体管制程和单颗芯片转向先进封装、系统整合、软件与平台生态，性能取决于整个系统搬运数据、管理能耗与协调算力的效率，未来的赢家将是能将技术、平台、合作伙伴关系整合为价值体系的厂商。
The next generation of industry leaders may look very different from the last.
For most of the semiconductor industry’s history, value was captured in fairly predictable places. Smaller transistors, better processing nodes, and higher-performance chips. But the industry is going into a new era. Today, some of the most important breakthroughs are happening outside the transistor itself: in advanced packaging, in AI infrastructure, in system integration, in software, data, and platform ecosystems. And perhaps most importantly, value is beginning to shift from individual components towards the ability to integrate increasingly complex technology into scalable systems.
Because in the age of AI, performance is no longer determined by a single chip itself. It is shaped by how efficiently the entire system can move data, manage energy, coordinate compute, and operate across interconnected systems.
Which means the next generation of industry leaders may look very different from the last. The winners may not simply be those with the best technology, but those who can combine technology, platforms, partnerships, and strategic positioning into coherent systems of value creation.
Advantest’s Dong Ong sits down with Salah Nasri, CEO & co-founder of ISIG (International Semiconductor Industry Group), to discuss where the semiconductor industry is going and what competitive advantage might look like in the next decade.
Don Ong
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Don Ong is director and head of innovation for the Advantest Field Service Business Group.
来源：Semiconductor Engineering 芯片与封装 · semiengineering.com