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  • AI in semiconductor manufacturing: The next S curve? | McKinsey
    Gen AI servers use two types of DRAM: HBM, attached to the GPU or AI accelerators, and DDR RAM, attached to the CPU HBM has higher bandwidth but requires more silicon for the same amount of data As transformer models grow larger, gen AI servers have been expanding memory capacity
  • How AI Will Transform the Semiconductor Industry by 2030: Key Trends . . .
    AI-Powered Semiconductor Design: Faster, Smarter, and More Efficient One of the most immediate and visible impacts of AI is on chip design workflows Traditionally, semiconductor design has been an extremely time-consuming process involving complex manual steps from RTL design to GDSII AI is now automating and optimizing many of these steps
  • How Will AI Affect the Semiconductor Industry? - IEEE Spectrum
    How is AI going to impact the business of making chips? A panel of semiconductor-company veterans tackled that question last week at Silicon Catalyst’s annual Semi Industry Forum, held in Menlo
  • Silicon Sentience: How AI is Rewiring the Semiconductor Industry
    🚀 The Rise of Custom AI Silicon One of the most exciting trends is the explosion of domain-specific architectures With the rise of RISC-V, startups can now create custom processors tailored
  • How AI Will Define the Next Silicon Supercycle - EE Times
    Silicon technologies define the billions of devices we use today, as well as powering solutions in the data center and cloud that are vital for processing in the age of AI However, with the meteoric rise of AI creating yet more demand for compute and ongoing push for smaller processing nodes, the cost and complexity of chips continue to rise at an unprecedented rate
  • How AI is Reviving the Semiconductor Industry in 2025
    As the semiconductor industry enters 2025, AI is emerging as a powerful catalyst for growth From high-performance computing to memory and custom silicon, AI applications are driving renewed demand and reshaping sourcing strategies In this article, we explore how major manufacturers are navigating this shift, what it means for the broader supply chain, and why the next wave of innovation may
  • The semiconductor industry in the AI era - Capgemini
    • Utilize AI and Gen AI to automate design processes, improve production efficiency, and optimize performance to meet the specialized needs of emerging applications • Invest in cutting-edge fabrication methods such as 3D chip stacking and accelerate research in emerging fields such as advanced silicon photonics integration


















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