Topic 2: Key Areas of Growth in Semiconductors, and Impact of AI

Wednesday, September 05
2:10pm to 2:40pm

  • The semiconductor industry continues to have positive growth, but with indications of slowing in demand in some application areas as well as the emergence of overcapacity within some key technology areas
  • The increased adoption of AI along with widespread availability of 5G will result in growth of smartphones and migration to superphones, autonomous driving, cloud-based data centers, and IoT
  • The role of China will become increasingly important from a supply perspective as well as continuing to have strong demand for semiconductors
  • The impact of these multiple factors will be analyzed to give a perspective on the growth of the semiconductor market through 2027 and will include inputs on wafer foundry, processors, application specific standard products, DRAM, NAND, and others
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