Semiconductors in the Spotlight: Fueling Data Center Growth

Shaheen Chohan

Foluso Nwanguma

Michael Bergen

From onshoring manufacturing to the rise of AI-powered chip design, the semiconductor sector is undergoing a super-cycle investment initiative that will dramatically transform the industry.

In this episode of Navigating the Currents of Change, IIR’s Executive Vice President Michael Bergen and Assistant North American Research Manager Foluso Nwanguma unpack over $200 billion in U.S. investments and explore what’s next in a market shaped by supply chain risks, geopolitical tensions, and relentless innovation.

We’ll explore:

• How the CHIPS Act is reshaping U.S. manufacturing strategy
• The growing demand for advanced logic and AI chips
• China’s influence on critical materials and innovation
• Key players and the next major semiconductor hubs