Stella Mavridis
General Manager, Australia and New Zealand - Future Electronics
Semiconductor Supply Chain and Current Market Conditions
This presentation examines the tightening semiconductor market conditions in early 2026 and the key factors driving them prior to the US/Iran conflict. It then explores the impact of the conflict on the industry, highlighting major developments and market shifts observed over the past four weeks. The discussion also includes an overview of the semiconductor supply chain ecosystem and wafer fabrication investment trends following the COVID-19 pandemic.
