TAIPEI, TAIWAN - SEPTEMBER 02: Ajit Manocha, President and CEO of SEMI, gestures on stage next to 3D graphics demonstrating advanced semiconductor packaging technology during SEMICON Taiwan on September 02, 2026 in Taipei, Taiwan. SEMICON brings together the world's biggest semiconductor manufacturers for a display of the latest developments, as AI accelerates demand for chips. (Photo by Cheng Chia Huang/Getty Images)