Bio:

John Neuffer is President and CEO and ex officio board member of the Semiconductor Industry Association (SIA), which has been the voice of the chip industry for nearly five decades. He has been at the nexus of technology, public policy, and trade for most of his career. Since joining SIA in 2015, John has led the association’s policy advocacy in Washington and capitals around the world to foster growth and innovation in semiconductor design, manufacturing, and research.

John also serves as a member of the Board of Directors of the Semiconductor Research Corporation, the world’s leading non-profit industry-government-academia microelectronics research consortium. Additionally, he is a member of the Science & Technology Action Committee and the Council on Foreign Relations.

Abstract:

Semiconductors are the foundational technology enabling artificial intelligence (AI), underpinning modern systems and driving transformative gains in productivity, innovation, and scientific discovery. Today’s AI infrastructure reflects decades of advances from across the semiconductor ecosystem, with a single AI server rack containing over 4,500 packaged chips—comprising roughly 20,000 individual dies—and chips accounting for more than 95% of rack value and over half of total data center capital expenditures. AI workloads depend on the full stack of semiconductor technologies—including advanced logic, memory, and analog components—making supply chain resilience across all chip categories critical to systained AI deployment.