Published: 03 April 2024
GenAI’s future performance, cost and energy efficiency will be defined by semiconductor innovations and transforming supply chains. Product leaders reliant on chips for AI-related products and services must aggressively pursue supplier strategies to meet their product and business plans.
Because off-the-shelf chips will not meet future generative AI (GenAI) compute requirements, more large companies offering AI-related products and services will work directly with foundries, bypassing traditional fabless companies.
As monolithic system-on-chip (SoC) gets more expensive and less energy-efficient, semiconductor chiplets will drive future GenAI products’ innovation, implying a new supply chain, new design architectures and different testing methodologies for AI product leaders to address.
Traditional design for manufacturing approaches will not meet the power-performance metrics required for GenAI processing, which requires innovative approaches across the semiconductor value chain, starting with design and electronic design automation (EDA).
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