Chip leaders call for end to 'silo mentality' as AI scale-up demands cross-industry collab

The rapid advancement of artificial intelligence is fundamentally reshaping the chip supply chain's collaboration model. The traditional siloed design approach can no longer meet end-to-end system performance demands, forcing upstream IP and architecture vendors to integrate more closely with downstream system manufacturers, while midstream foundries face dual pressures of process coordination and shared capacity. Policy-wise, geopolitical tech rivalry is intensifying, particularly in critical materials and equipment, raising operational costs and supply chain security concerns. Major players may respond through strategic M&A or open platform initiatives to maintain technological leadership and market control. Within the next year, cross-industry consolidation will accelerate, with system-level engineering capabilities becoming the core differentiator. Companies with closed technologies risk losing market share.