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Silicon Deconstructed: Is the U.S. semiconductor industry value chain ripe for investor activity?

Altman Solon is the world’s largest strategy consulting firm, focused exclusively on the TMT sectors. Our podcast, Silicon Deconstructed, explores semiconductor industry trends and outlooks. This episode covers the current state of the semiconductor industry value chain and investment opportunities.

Amid the rapid digitization of industries and the rise of Artificial Intelligence, the global demand for semiconductors across all end markets is projected to reach $1 trillion by 2030. Semiconductor companies across the value chain are investing in domestic capacity and infrastructure to support demand and secure supply chains.

The effort to revive domestic chip manufacturing and strengthen U.S. technological leadership and national security has only been aided by the $53 billion Chips and Science Act enacted in 2022. The CHIPS Act is widely anticipated to further unlock hundreds of billions more in private-sector semiconductor industry investment and spur investor activity.

In the latest podcast in our Silicon Deconstructed series, Partner Swope Fleming and Director Abhishek Mitra discuss the current state of the semiconductor industry value chain as it relates to the investment opportunities for both infrastructure-focused and growth equity-focused PE investors. They deep dive into opportunities for three key segments – capital equipment; outsourced semiconductor assembly and test (OSAT); and professional services – that may pose attractive opportunities to capture value for private equity investors.


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Leadership & Oversight

Swope Fleming


Abhishek Mitra