What’s Next For AI? How Will It Shape the Semiconductor Market?

PDF | 12 Pages

Overview

With AI technologies evolving at a rapid clip the industry is evolving from Gen AI to Agentic AI – a significant step towards more intelligent and independent AI systems that can proactively address complex problems.
And as we move from the digital to Physical AI, problems become even more complex.

This report lays out how and when the industry arrives at Physical AI including the ecosystem and key players helping to drive the sector forward.
We cover implications for semiconductor consumption and the semi and AI infrastructure segments set to benefit the most.

AI Evolution
AI Ecosystem
Gen AI Maturity
Agentic AI
Physical AI
AI Models Growth
Semiconductor Consumption Growth
Who is Making Money?

LEAD AUTHOR

Neil Shah
Vice President of Research

Author

Neil Shah

Neil is a sought-after frequently-quoted Industry Analyst with a wide spectrum of rich multifunctional experience. He is a knowledgeable, adept, and accomplished strategist. In the last 18 years he has offered expert strategic advice that has been highly regarded across different industries especially in telecom. Prior to Counterpoint, Neil worked at Strategy Analytics as a Senior Analyst (Telecom). Neil also had an opportunity to work with Philips Electronics in multiple roles. He is also an IEEE Certified Wireless Professional with a Master of Science (Telecommunications & Business) from the University of Maryland, College Park, USA.