2025年美国半导体行业调查结果：AI作为重塑半导体行业的颠覆性力量

Executive Summary The semiconductor industry faces its most significant transformationin decades. Driven by geopolitical tensions, talent constraints, andthe extraordinary pace of AI advancement, the industry is innovatingfaster than ever to keep pace with seismic changes.Our new research reveals the pace of this change and provides granular insights into how US semiconductor producers are responding.Every organization we surveyed is investing in regional manufacturing,modernizing operations, and fundamentally rethinking howchips are designed, manufactured, and delivered.Why this research matters This study represents the full breadth of the US semiconductor ecosystem, from integrated device manufacturers (IDMs)and fabless companies to foundries, equipment makers,EDA providers, and assembly and test firms. Respondentsspan every major function, including engineering, IT, operations,finance, and HR, and all are senior decision-makers at VP levelor above. Together, they represent organizations averaging10,500 employees and $2.6 billion in annual revenue. Key Findings AI is the defining force of industry transformation.Companies are using AI to cut R&D costs by 26%, shorten time-to-marketby 28%, and improve Bill of Materials (BOM) efficiency by 32%. Operational modernization is accelerating.Supply chain forecasting accuracy now exceeds 90% among AI adopters, while infrastructure automation and cybersecurity modernizationare delivering significant cost and performance gains.Transformation is no longer just an engineering agenda. AI adoption in IT (28%), operations (24%), and finance (12%)demonstrates growing momentum across the wider business.Geopolitical and talent pressures are driving localization. Every company is investing in regional manufacturing, and 90%are already implementing supply chain localization plans.Partnerships are replacing self-reliance. Sixty-eight percent of firms are now working with strategicpartners, including Wipro, to accelerate transformationacross multiple CXO domains.AI investment has two dimensions. and using AI internally (to drive efficiency and margin expansion).Industry leaders are doing both.AI as the Disruptive Force Transforming the Semiconductor Industry Wipro Connection Wipro enables semiconductor firms to move at the speed of disruption. Drawing on deep expertise across engineering, IT, operations,finance, and HR, and supported by a delivery network operating in more than 80 countries, Wipro helps organizations strengthenregional resilience, modernize their digital foundations and realize the value of AI in practical, measurable ways. Central to this isWipro Intelligence™, which brings together advanced AI, automation and analytics to enhance howsemiconductor firms design, plan and operate. Whether accelerating chip design automation, supporting more autonomousand data-driven supply-chain systems, or enabling smarter enterprise functions, Wipro’s integrated capabilities helpleaders scale effectively and maintain a competitive edge in an era of continual transformation. Wipro Limited is a leading technology services and consulting company focused on building innovative solutions that address and operations, we help clients realize their boldest ambitions and build future-ready, sustainable businesses. With about 230,000employees and business partners across more than 60 countries, we deliver on the promise of helping our clients, colleagues,and communities thrive in an ever-changing world. Chapter 1AI as the Disruptive ForceReshaping SemiconductorsArtificial intelligence has moved far beyond the chip design lab —it is now the most disruptive force in the industry and is transformingthe entire semiconductor value chain. The pace of change is unprecedented:every three to six months, new AI advances reset the benchmarks of whatis possible across engineering, supply chain operations, IT infrastructure,finance, and operational functions. Chapter 1 - AI as the Disruptive Force Reshaping Semiconductors With rising R&D costs, talent shortages across technical and operationaldomains, and geopolitical risk, semiconductor leaders are deploying AIto reimagine the entire silicon product lifecycle. And the impact is already being realized. Across advanced designenvironments, autonomous supply chain control towers, cloud-modernizedIT estates, and finance operations, AI is delivering breakthrough gainsin speed, efficiency, and decision-making. AI-enabled designflows are cutting& Design development cyclesand costs, including: AI-driven planningand optimisation aretransforming resilienceChain and efficiency, with: Chapter 1 - AI as the Disruptive Force Reshaping Semiconductors These are not marginal gains; they are reshaping the economicsof the industry across its entire operational footprint. AI enablessemiconductor firms to adapt to new realities—to localizemanufacturing, modernize IT and operational infrastructure,transform finance and HR functions, sustain i