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REPORT
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.
– 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
• 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