Semiconductors and AI

The semiconductor sector is on the cusp of a new period of growth, fueled by advances in AI, quantum computing, 5G and specialised applications. Advancements in node and chiplet technologies are enhancing the performance of CPUs, GPUs and NPUs, which are crucial for high-performance computing. These advancements in semiconductors are driving innovations across several end-markets such as: Automotive (by enabling advanced driver-assistance systems/ADAS, powering the technology behind robotaxis, providing lidar sensors for automotive sensing, allowing vehicles to interact with their environment through V2X technology), Data centers (through AI accelerators and AI data center chips, rise of hyperscalars), Communication (through wireless chips, 5G/6G modem/chipsets) and IoT (through IoT sensors).

There are several semiconductor businesses, each with a distinct function in the ecosystem, supporting the growth of the sector. They include materials suppliers; semiconductor equipment (lithography, deposition, etch) manufacturers; foundries (semiconductor manufacturers); integrated device manufacturers (IDMs); chip designers; assembly, testing, marking and packaging (ATMP) companies; Outsourced Semiconductor Assembly and Test (OSAT) companies.

We Acuity Analytics helps businesses stay ahead of the curve through our strategic research offerings. Our team of industry experts helps organisations of all sizes achieve their strategic goals. We provide services covering various business functions, including strategy research, corporate finance and M&A, and sales and marketing services.

A range of stakeholders across the semiconductor market have benefited from our flexible, scalable and bespoke research services.