Published: 03 October 2024
Market growth leaders in AI chip innovation are enabling AI system advances through AI processors/GPUs, high-bandwidth memory, automotive sensors and custom silicon. These innovations can help product leaders gain a competitive advantage for their AI workloads.
Demand for higher-performance AI systems challenges semiconductor providers in four areas: AI processors and GPUs, high-bandwidth memory (HBM), automotive sensors, and custom silicon.
Of those four areas, AI processors and GPUs saw the strongest revenue growth in 2023, primarily because of emerging system-level design innovation of chips optimized for large language model (LLM) training and inference workloads.
Chip manufacturing constraints and shortages capped AI chip innovation (and thus revenue growth) in 2023. This delayed customer deployments and will persist throughout 2025, complicating time-to-market plans.
Product leaders leveraging high-growth, innovative semiconductor technologyfor AI-enabled hardware solutions must:
Expand their product roadmaps
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Analysts:
Joseph Unsworth, Kanishka Chauhan, Jon Erensen, Menglin Cao, Alan Priestley
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