Explosive AI-driven Demand: Semiconductor and IT Infrastructure Market Expectations

What Impact Is AI Having on the Semiconductor Market?

Suppliers of ICT components are often overshadowed by hardware OEMs responsible for delivering finished goods to the market. However, as the importance of semiconductors continues to rise, the market continues to see an expansion of ecosystem partnerships, including between semiconductor vendors and ICT OEMs as well as establishment of government programs and policies that aim to increase domestic chip production, innovation and global market positioning.
 

Over the last several quarters, the rise of generative AI (GenAI) has acted as gasoline on the fire, fueling growth in the semiconductor market. And as new AI workloads and use cases proliferate in the market, cloud service providers, client device OEMs and IT infrastructure OEMs are driving demand for advancements in silicon to support increasingly complex and demanding AI applications.

Click the Below Image to See the Full TBR Insights Live Session on AI-driven Demand in the Semiconductor Market, Including Discussions on:

Key findings from TBR’s latest Semiconductor Market Landscape, a semiannual report tracks several key semiconductor vendors, including both fabless companies and integrated device manufacturers, and analyzes portfolio trends, vendor-specific strategies, and end-market trends and implications

Update on industry trends and ecosystem partnerships

Expectations for the IT infrastructure market