In our research Semiconductors: Holding the Aces, we analyzed the use of semiconductors, prediction of the future growth of the global datasphere, as well as the development of stock prices of selected companies in the semiconductor market.
Analysis highlights:
- Artificial intelligence could allow semiconductor companies to get 40 to 50% of their total value from a technology package, the best opportunity they’ve had in decades.
- Artificial intelligence (Al) semiconductors will see annual growth of about 18% more in the coming years, five times more than semiconductors used in non-AI applications. AI-related semiconductors could account for nearly 20% of total demand, which would translate into revenue of about $65 billion.
- The trade war between the US and China is negatively affecting the semiconductor market. By 2020, China has produced only about 16% of the chips it needs for its technology sector. By 2025, it should be 70%.
