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Key Takeaways from SEMICON West 2025
投稿 11月 10, 2025 によって Joanna Climer
Blog Summary
- Industry growth and event highlights: SEMICON West 2025, held in Phoenix for the first time, spotlighted the semiconductor industry's rapid expansion—projected to hit $1 trillion by 2030—driven by AI, supply chain resilience and cybersecurity. Over 700 exhibitors participated, including Advanced Energy (AE), which showcased innovations supporting atomic-scale chip fabrication.
- Advanced Energy’s innovations: AE emphasized its “Advancing the Angstrom Era” theme, unveiling cutting-edge plasma power, configurable power and sensing and control technologies. These solutions enable precise control in semiconductor processes and support AI infrastructure, including over 250,000 AI-optimized rack deployments.
- Key themes and Advanced Energy’s role: Prominent topics included AI chip demand, geopolitical impacts on supply chains and cybersecurity. AE contributed thought leadership and technical solutions across all areas, notably presenting on firmware security and receiving recognition from SEMI’s cybersecurity consortium.
SEMI, the industry trade organization and organizer of SEMICON West, hosted the event in Phoenix, Arizona for the first time ever from October 7–9. Phoenix has emerged as a key hub for semiconductor expansion, fueled by major investments from TSMC and other industry leaders. SEMI projects that the semiconductor market is on track to reach $1 trillion by 2030, driven by a 12.7% year-over-year growth rate in 2025.
This year, over 700 exhibitors participated. Advanced Energy (AE) exhibited its latest products in precision power conversion, measurement, control, and testing—technologies essential to next-generation semiconductor fabrication. AE’s theme, “Advancing the Angstrom Era,” underscored its commitment to enabling process innovation at the atomic scale. With AE’s power solutions, manufacturers gain the precision and control needed to shape the future of chip architecture.
SEMICON West 2025 Highlights
SEMICON West’s theme this year, “Stronger Together” emphasized industry unity to solve technology challenges, tackle talent shortages and advance supply chain resilience and sustainability. Session topics ranged from all things related to AI (tools, trends in chip design, etc.) to geopolitical impacts, cybersecurity and supply chain resilience. Macro themes included talent development, ESG leadership, and collaborative approaches to advanced packaging and heterogeneous integration.
Here were three topics that permeated both sessions and discussions on the exhibitor floor, where AE is supporting its customers and the industry:
Artificial Intelligence
- Within the semiconductor market, global investment in AI infrastructure is driving demand for AI chips that require both leading-edge logic processes and advanced high bandwidth memory capacities.
- AE is delivering next-generation plasma power technologies, such as the eVoS® bias solution and eVerest® RF generator, to enable major technology inflections in wafer processing and support increasing demand for AI chips.
- In addition, AE helps power AI data centers to meet the more demanding power requirements of AI. To date, Advanced Energy has shipped power solutions for over 250,000 AI-optimized racks, with its OCP-compliant power shelves having proven ideal for AI applications because of best-in-class efficiency and power density.
Supply Chain and Geopolitics
- The importance of supply chain resiliency and localization was a key topic. There was a focus on mitigating geopolitical risks and building regional manufacturing ecosystems. Various panels explored trade policy, export controls and strategic silicon sourcing – touching on the geopolitical impacts on semiconductor trade.
- In this dynamic environment, Advanced Energy is well positioned, leveraging its geographic footprint and optimizing its supply chain and logistics.
Cybersecurity
- Cybersecurity in semiconductor ecosystems was also a key topic. There are rising concerns over IP protection and secure equipment interfaces.
- Advanced Energy is leading efforts in cybersecurity for power supplies. During the show, Donato Kava, Advanced Energy’s principle product security engineer, presented during the Cyber Security Forum on the topic “Securing the Firmware Integrity of Power Supplies for the Semiconductor Manufacturing Industry.” In addition, Kava was presented with the Outstanding Contribution Award by SEMI's Semiconductor Manufacturing Cybersecurity Consortium (SMCC), highlighting his dedication to the semiconductor supply chain.
Advanced Energy leadership
Advanced Energy continues to anticipate new processes and power needs for shrinking device architectures and partners with customers to enable speed of development. During the show, Advanced Energy highlighted some of its new and innovative products that contribute to the semiconductor industry.
Plasma power
- eVerest® Series: The eVerest RF power delivery system optimizes energy consumption while supporting next-generation semiconductor etch and deposition processes with configurable multi-level pulsing and high-speed controls.
- NavX™ Series: The NavX matching network redefines sophistication, and RF synchronization for exacting plasma control across the most complex pulsing profiles.
- eVoS® Series: The eVoS bias solution enables precise command of etch and deposition geometries at very small dimensions by maximizing the ability to tailor ion energy.
- MAXstream® Series: The MAXstream remote plasma source delivers best-in-class plasma ignition reliability and ensures long chamber life and low particle generation.
Configurable power
- NeoPower™ Series: The NeoPower configurable AC-DC Power supplies offer ultra-high-power density and include multiple options to create a custom power solution.
- iHP Series: The iHP air-cooled configurable high-power systems offer precise accuracy, resolution, leading efficiency, and stability for a wide range of applications.
- Evergreen™ Vento™ portfolio of high-power modular AC-DC conversion platforms, including the newly released FCM33 kW 1U shelf, a high-density 48 VDC power supply engineered for semiconductor IC test, burn-in applications, and high-power industrial DC applications.
New critical sensing and control technologies
- The M-1200, a next generation fiberoptic temperature converter (FOT) that is smaller, more accurate, and has a broader temperature measurement range than most contact temperature sensing devices – opening process development possibilities for Angstrom-Era innovation.
- A 401M mid-infrared optical pyrometer, designed for high-precision, non-contact temperature measurement in semiconductor and industrial process environments.
Global services
- PowerInsight by Advanced Energy® is a platform that captures power delivery system performance data, including configurable FastDAQ data for critical events (equivalent to oscilloscope data). It increases up time by reducing turnaround of troubleshooting and no problem observed (NPO) returns.
- Omni™ RF diagnostic cart, which optimizes RF power delivery for critical semiconductor processes.
Watch AE subject matter experts discuss some of these products on the show floor here and be sure to like and subscribe to the AE YouTube channel.
Summary
The SEMICON West 2025 conference underscored the semiconductor industry's rapid growth and its trajectory toward a projected $1 trillion market by 2030, driven by innovations in AI, supply chain resilience and cybersecurity. Advanced Energy played a prominent role at the event, showcasing cutting-edge technologies that support next-generation chip fabrication and AI infrastructure, while emphasizing its leadership in secure power solutions. AE’s focus on “Advancing the Angstrom Era” reinforced its commitment to enabling visionary process technologies and maintaining unmatched control in semiconductor manufacturing.
For more information on Advanced Energy’s presence at SEMICON West 2025, visit: SEMICON West 2025 | Advanced Energy, and join AE next year at SEMICON West 2026, which will take place October 10-13, 2026 in San Francisco.
Joanna Climer
Advanced Energy
As Advanced Energy’s Senior Manager, Corporate Communications, Joanna Climer is responsible for AE’s internal and external communications, including AE’s corporate communications strategy and a broad range of communications programs. She has nearly 20 years of experience in the field of marketing and communications over a wide range of industries.
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