How AI will Revolutionize Semiconductors Consumption from Cloud to Edge

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Aug 5, 2024

How AI will Revolutionize Semiconductor Consumption from Cloud to Edge

REPORT

PDF | 27 pages
Published date: August 2024

Overview

This study explores the profound impact of the rise of artificial intelligence (AI) technology on the semiconductor industry. From servers to smart devices, this study comprehensively analyzes how AI will drive the overall transformation of semiconductor demand and what will be the key driving factors behind this change.

Topics:

– Rising AI trends, from Basic AI to GenAI, across different devices – cloud servers, smartphones, PCs, IoT, automotive and more

– How this will drive the increase in semiconductor content

– Is the industry ready to satisfy this semiconductor content increase

– Key Takeaways on the implications of semiconductor growth due to AI and opportunities for the ecosystem

Table of Content

• AI to Generative AI – Key Drivers
• Starts with GenAI in Cloud DCs
• Expands with GenAI at Edge
• AI PC Moving from Basic AI to Generative AI Advanced PCs
• With GenAI – Semiconductor
• Consumption More than Doubling

Summary

Category

White Papers

Published

Aug 5, 2024

Author

Team Counterpoint

Counterpoint Research is a global industry and market research firm providing market data, intelligence, thought leadership and consulting across the technology ecosystem. We advise a diverse range of global clients spanning the supply chain – from chipmakers, component suppliers, manufacturers and software and application developers to service providers, channel players and investors. Our veteran team of analysts serve these clients through our offices located across the key innovation hubs, manufacturing clusters and commercial centers globally. Our analysts consistently engage with C-suite through to strategy, market intelligence, supply chain, R&D, product management, marketing, sales and others across the organization. Counterpoint’s key coverage areas: AI, Automotive, Cloud, Connectivity, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks & Infra, Semiconductors, Smartphones and Wearables.