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Publish Date

Mar 26, 2024


Scott Jones, Managing Director Irene Signorino, Senior Director

Service / Industry: United States

Part 1: Navigating the Opportunity

The semiconductor industry is on the cusp of a new growth cycle. A&M sees a path to a staggering $1 trillion global revenue in the sector by the mid-2030s, up from the record revenue of $574 billion achieved in 2022.

The remarkable expansion and opportunity are set against a backdrop of increasing complexity within both the industry’s own evolving dynamics and the broader geopolitical landscape. Such complexity is expected to usher in an era of change, challenging companies to adapt the ways they operate in all aspects of the business while adapting to the shifting customer and value chain landscapes.

Join our team as we embark on a series of papers first seeking to understand the sources of the opportunity as well as the increasing complexity and key implications, then exploring specific strategic areas. The series will explore how companies can:

  • Adapt their talent recruitment and development processes;
  • Improve their selection and execution of research and development (R&D) projects;
  • Better hone their go-to-market efforts; and
  • Make more strategic capital expenditure (CapEx) decisions, among some of the topics.



Scott Jones

Scott Jones is a Managing Director with Alvarez & Marsal Private Equity Performance Improvement in San Francisco. He co-leads the Software, Technology & Services practice.

Irene Signorino

Irene Signorino is a Senior Director with Alvarez & Marsal’s Private Equity Performance Improvement practice in Los Angeles. She is part of A&M’s Software, Technology & Services (STS) industry group. Ms. Signorino concentrates on M&A deal advisory, specifically on commercial and operational due diligence, integration and separation execution, go-to-market and manufacturing operations.

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