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

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.
Join TBR Senior Analyst Ben Carbonneau and Principal Analyst Angela Lambert Thursday, June 13, 2024, for an update on the current state of the semiconductor market, including a look at how rapidly increasing demand has supported strong revenue and backlog growth among semiconductor vendors.
Additionally, our IT infrastructure experts will discuss findings from TBR’s latest Semiconductor Market Landscape. The 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.



In This FREE TBR Insights Live Session on AI-driven Demand in the Semiconductor Market You’ll Learn:

  • Key findings from TBR’s latest Semiconductor Market Landscape
  • Update on industry trends and ecosystem partnerships
  • Expectations for the IT infrastructure market


TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.
For additional information or to arrange a briefing with our analysts, please contact TBR at [email protected].