The Transformative Impact of Generative AI on the Semiconductor Industry: Insights from DIGITIMES Research
The semiconductor industry is experiencing a significant transformation with the rapid growth of the global generative AI market. According to the latest AI Chips Special Report released by DIGITIMES Research, the training and inference of generative AI models are heavily reliant on substantial computing resources, making AI chips a focal point in the industry.
Cloud-based AI is leading the development of generative AI, with wafer foundries expanding their advanced processes and packaging capacities to meet the strong production demand for cloud and edge AI chips. Analysts predict a compound annual growth rate (CAGR) of 44% for high-end GPUs and 52% for cloud ASIC accelerators from 2023 to 2028.
The report also highlights the rapid expansion of generative AI applications from cloud-based services to edge deployments, with smartphones and PCs being the first to adopt scaled production. Analysts forecast a significant increase in shipments of generative AI smartphone APs and AI PC processors in the coming years.
As the deployment of AI applications continues to grow, the semiconductor industry is poised for unprecedented changes, intensifying competition in the chip market and transforming technology and capacity demands. For more insights into the impact of generative AI on cloud and edge computing, read the latest AI Chip Special Report from DIGITIMES Research.
About DIGITIMES Asia:
DIGITIMES Asia is a leading professional media platform specializing in global technology industry supply chains, regional markets, technology applications, and market trends. DIGITIMES Research offers comprehensive research data, production and sales information, and expert analysis across industry sectors and end markets.
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