271: Preparing Manufacturers for the Semiconductor Boom: Insights from SEMICON West and Beyond
Danielle Collins of HARTING Technology Group and Jeff Miller of Rockwell Automation explain that the semiconductor industry is reshaping itself through the localization of manufacturing and the globalization of R&D, driven by AI demand and national security concerns. Anuj Mahendru of Rockwell Automation details how legacy fabs are overcoming material movement challenges in converted spaces, while new digital fabs prioritize cybersecurity and sustainability. The guests emphasize that successful suppliers must speak the language of operational data and partner closely with risk-averse chipmakers to navigate the industry's complexity.