A report on the future of the semiconductor in Capgemini Research Institute indicates that the increase in the adoption of AI and generated AI (GEN AI) has caused the demand for advanced semiconductor solutions to increase. Despite innovation led, trust in the ability to meet the demand in the semiconductor industry has been hindered by geopolitical tension, restrictions on international trade, and promotion to sovereignty. According to the report, the demand for AI chips, custom silicon chips, and memory -intensive chips is expected to increase in the next 12 months, but the semiconductor industry needs to use new opportunities. These include design, state -of -the -art sustainable manufacturing methods, and domestic procurement to improve stability and investment on the nearby coast.
Gen AI adoption and 5G, IoT, autonomous vehicles, AR/VR, edge computing, etc. The wide -growing technologies are promoting demand for more powerful, efficient and customized chips. , 5G or other next -generation communication protocols have influenced strategies.
Semiconductor technology breakthroughs have promoted the innovation of the downstream industry, enabling smarter and more efficient products, but we believe that less than 3 in 10 downstream tissues are sufficient. 。
“We are extremely important for the semiconductor industry. CapGemini’s global high -tech industry leader Brett Bonthron states: It should be considered as an opportunity to adopt a “chip to industry” that supports the function of the set. The key to state -of -the -art manufacturing methods and design processes equipped with AI and GEN AI is the key to satisfying emerging applications. Similarly, it is important for the industry to further strengthen sustainable manufacturing processes and protect the IP using advanced security. “
Surse of demand for AI chips and custom design chips
According to the report, 39 % of the semiconductor tissues expect GEN AI to promote custom chips demand in the next two years, but most downstream organizations (81 %) are only in the next 12 months. I expect that it will increase 21 %.
As a result, the downstream organizations and high -tech giants are looking for an in -house custom chip design that can adjust the semiconductor according to their own specifications. This minimizes dependence on external vendors and increases speed, efficiency, and compatibility with other hardware and software while preserving the control of intellectual property (IP).
In parallel, the semiconductor industries continue to be renovated in design and manufacturing to meet the demand from the downstream organization, especially chip architecture, extreme ultraviolet (EUV) lysography, small process nodes, 3D packages, and use. The use is prominent. Cipplet. According to the report, the industry expects the R & D budget to increase by about 10 % in the next two years.
Almost half of the manufacturers also say that they also depend on AI and machine learning (ML) to optimize the process.
The adoption of AI and GEN AI is promoting demand for more specialized and high -performance chips.
With the increase in the adoption of AI and generated AI, the need for a special nervous processing unit (NPU) and a high -performance graphic processing unit (GPU) can be increased, and large -scale calculations and large datasets can be efficiently processed. 。 More than half (54 %) of the downstream industries believe that the progress of GPU computing and AI/machine learning acceleration is the most valuable.
The sustainability of the chips, the recovery of the supply chain, and the security are the highest priority of the downstream organization.
According to the report, more than half of the downstream organization will prioritize chips sustainability, supply chain resilience, and cyber security functions over the next two years.
Only two of the five semiconductor tissues are confident in the recovery of the supply chain. In the next two years, the semiconductor industry expects to increase domestic procurement from the current 40 % to 47 % to reduce the risk related to international logistics. In order to improve stability, the industry expects an increase of 4 % in the near future. 74 % of semiconductor tissues expect to increase US investment compared to 59 % of European investment.
Chip security remains an important area of a very complicated and interchangeable supply chain, and nearly three of the five semiconductor design tissues are focusing on the protection of encryption.
Finally, almost 60 % of the downstream organizations say that sustainability of chips is important in chips, so the industry prioritizes core environment -friendly initiative and energy saving. Implementation of water recycling and reusable system. Use less toxic alternative chemicals. Minimize waste.
