As part of my ICDP study, i pick up topics of interest on a regular basis, do a deep dive, and create a ppt/pdf that gives an overview of the topic/industry/situation
Here is is an overview of the Global Semiconductor Industry.
AI and Data Centres will fuel massive demand for semiconductors.
Demand will remain high for GPUs and HBMs.
However, indications are that EV and smartphone related demand may remain stagnant.
A lot of nations wish to get into this industry due to various reasons. At the cutting edge of technology, the investments are huge, and key players may be unwilling to release their newer technologies so that their hold remains firm.
Interesting times for an industry that is completely re-writing how the human race will exist in the future.
#semiconductors #semiconductorindustry #Ai #Aidatacentres #GPU #HBM #IOT #EV #internetofthings #electricvehicles #manufacturing #energyrequirements #sustainability
