AI and the Semiconductor Value Chain: Winners in the Next Tech Revolution

May 16, 2024 | Semiconductor

Based on the growth of advanced technologies and the rise of AI tools / platforms (e.g., OpenAI), production value chain players (fabs, foundries, IDMs) and equipment suppliers / tool OEMs are driving innovation to support global demand.

AI-related trends such as high-volume production for AI chips, advanced packaging techniques, the growing market for edge AI processors, and increased demand for advanced lithography equipment are key impacts expected to inure to leading players such as Nvidia, TSMC, and ASML.