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Once used exclusively in computing devices, semiconductors now power nearly every industry—from AI and electric vehicles to healthcare and defense. Recent shortages have underscored their strategic importance, disrupting supply chains and making chip availability a top corporate priority.
For business leaders, staying competitive requires keeping pace with the industry’s rapid evolution. Chip supply dictates operational resilience, while geopolitical shifts continue to reshape supply chains. Meanwhile, advances in AI-driven chips and quantum computing are redefining competitive advantages, creating both risks and opportunities.
With the semiconductor market projected to surpass $1 trillion by the 2030s, its role in economic and technological transformation is rapidly growing in importance. Governments and corporations are racing to secure supply chains and maintain technological dominance, emphasizing the need for self-sufficiency and innovation.
Understanding these dynamics is essential. Explore the resources available at the IESE Library and stay ahead in the semiconductor revolution.
1. Essential Readings: Books & Articles on Semiconductors
- Curated selection of books, academic papers, and business journal articles.
Miller, C. (2022). Chip War: The Fight for the World’s Most Critical Technology. London : Simon & Schuster. A multi-awarded book, picking up the 2022 Financial Times Business Book of the Year Award and chosen by The Economist as one of its best books of 2022.
Discovery. Books and articles.
Search results on semiconductors (Use facets on the left to refine results).
Harvard Business Review articles on semiconductor supply chains.
WEF Insights. Semiconductors
A selection of publications curated by Stanford University on semiconductor-related topics, including: Semiconductors and the Global Economy, Semiconductors and Geopolitics, and Semiconductors and the Environment.
2. Industry Insights: News & Trends in the Semiconductor Sector
- Latest developments in chip manufacturing, supply chain dynamics, and innovation.
Factiva. Latest News in Semiconductors Industry.
Financial Times. FT Semiconductors.
The Economist. Semiconductors articles.
3. Market Intelligence: Understanding the Semiconductor Market
- Market research reports from leading analysts.
Bloomberg. Business Intelligence (BI). Available at the Barcelona Library Terminal (ask a librarian for access). For semiconductor insights, use the Bloomberg Terminal and enter:
BI SEMC – Semiconductors Manufacturing.
BI SEMI – Semiconductor Devices.
BI SEMIG – Global Semiconductor Insights.
Gartner. Semiconductor Trends and Forecasts.
Semiconductor Inventory Analysis Worldwide, 4Q24: Rising Inventories Amidst Sluggish Year-End Sales
To access the full text, first log in to Gartner via this link, then click on the provided link.
LSEG Workspace. Research & Industry Reports
Access semiconductor industry research via LSEG. Navigate to:
Research > Advanced Research > By Industry: “Semiconductor and Semiconductor Equipment”
Ask library staff for access.
Marketline. Industry Profiles. Semiconductors industry reports, by regions and countries.
Global Semiconductors. January 2025
Asia-Pacific Semiconductors. January 2025
Semiconductors in China. January 2025
Semiconductors in Japan. January 2025
Semiconductors in Taiwan. January 2025
Semiconductors in United States. January 2025
Statista. Comprehensive Overview of the Global Semiconductor Industry.
Statista. Semiconductors – statistics & facts
Statista. Statistics report on semiconductors
- Free reports from consulting firms, governmental institutions, and industry bodies.
Deloitte. 2025 Global Semiconductor Industry Outlook.
Deloitte Center for Technology, Media & Telecommunications. Semiconductor.
EC. The (Global) Supply Chain of Chips, Chips in the European Supply Chain 2024.
McKinsey. McKinsey on Semiconductors 2024.
PWC. 2024 State of the Semiconductor Industry.
4. Key Players: Companies Shaping the Semiconductor Landscape
- Profiles of major semiconductor firms and emerging startups.
Capital IQ. Company financials & Key Players.
Orbis. Company Financials & Key Players.
PitchBook. Emerging Players and Startups.
Find info related to semiconductor firms:
Edge Computing Semiconductors
AI & ML Semiconductors
Companies in Semiconductors
5. Regulation, Policy & Industry Associations
Europe
• European Commission – European Chips Act
• European Commission – Alliance on Processors and Semiconductor Technologies
• Joint Research Centre (JRC), European Commission – Semiconductors in the EU: State of Play, Future Trends, and Vulnerabilities
• European Semiconductor Industry Association (ESIA) – Policy & Reports
• European Semiconductor Regions Alliance (ESRA) – EU Policy Advocacy
• The Spanish Semiconductor Industry Association – AESEMI
USA
• U.S. Department of Commerce. Semiconductor Industry
• Congressional Research Service (CRS) – Semiconductors and the CHIPS Act: The Global Context (2023)
• Semiconductor Industry Association (SIA) – U.S. Policy & Reports
• SIA-BCG Report (2024) – Attracting Chips Investment: Industry Recommendations for Policy Makers
• National Institute of Standards and Technology (NIST) – U.S. Semiconductor Research
Asia
• Taiwan Semiconductor Industry Association (TSIA) – Industry & Policy Reports
• China Semiconductor Industry Association (CSIA) – Industry News & Policy
• Korean Semiconductor Industry Association (KSIA) – Policy & Reports
• Ministry of Economy, Trade and Industry (Japan) – Semiconductor Strategy & Policies
• JEITA (Japan Electronics and Information Technology Industries Association) – Covers Japan’s semiconductor industry.
Global
Global Semiconductor Alliance (GSA)
SEMI Organization to advance the global semiconductor supply chain