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AI drives demand for chips across multiple industries
AI revolutionises industrial infrastructure, boosting chip demand across diverse sectors including data centres, automotive, and consumer electronics
AI revolutionises industrial infrastructure, boosting chip demand across diverse sectors including data centres, automotive, and consumer electronics
– AI’s growth drives higher semiconductor demand across sectors like data centres and consumer electronics.
– Supply chain challenges arise, influenced by smart cities, healthtech, and government initiatives like the CHIPS Act.
The chip supply chain faces notable challenges, particularly in areas beyond training and inference. Current market pressures are prompting a reevaluation of how AI impacts demand in sectors like automotive and consumer goods.
Chip Demand
Factors influencing this increased demand include the rise of smart cities and advancements in healthtech and robotics. Government initiatives, such as the CHIPS Act, play a crucial role in defining supply-chain dynamics.
Companies expected to thrive in this environment include NVIDIA, AMD, and Broadcom. Additionally, investors are advised to keep an eye on emerging firms like Allegro MicroSystems and Axcelis Technologies.
