Semiconductors In The Age of AI – Global Thematic Research

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After transitioning from mainframes to PCs to servers to Cloud-based data centers, computing is about to make another transition: Artificial intelligence (AI) is the next computing wave. As demand for chips from the PC and smartphone industry subsides, demand for high-end processors to power AI-based platforms such as voice interfaces, robots, augmented reality, driverless cars, smart homes and advanced cybersecurity systems are expected to rise.
This new semiconductor industry is led by Microsoft, Google, Apple and Huawei. They increasingly tell their merchant suppliers what chips to make or do it better themselves, building custom, algorithmic chips and creating their own AI supercomputers in the Cloud.
In this report, we looks at the changing direction of the semiconductor sector as it prepares itself for a world set to be dominated by artificial intelligence.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.

About our Thematic Research Ecosystem

GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Single Theme report, offering in-depth research into a specific theme. It identifies winners and losers based on technology leadership, market position and other factors.

Reasons to Buy

Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.

• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape

• Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.

Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.

Aixtron
Amazon
AMD
AMS
Analog Devices
Apple
ASML Holding
Broadcom
Cirrus Logic
Cypress
Dialog
Diodes
Himax
Imagination Tech
Infineon
Intel
Intersil
InvenSense
Linear Technology
Marvell
Maxim
MediaTek
Melexis
Microchip
Micron
Microsemi
Microsoft
Mobileye
Monolithic Power Systems
Nanya Tech
Nvidia
NXP
On Semiconductor
Qorvo
Qualcomm
Realtek Semiconductor
Renesas
Samsung Electronics
Silicon Labs
Silicon Motion
SK Hynix
Skyworks
SMIC
STMicroelectronics
Teradyne
Texas Instruments
TSMC
UMC
Xilinx

Table of Contents

PLAYERS

TRENDS

Trends in AI chips

Wider trends across the chip sector

HOW THE CHIP INDUSTRY COULD ADAPT IN THE ERA OF AI

AI computing opens up a new growth market for chips

The two critical components of any successful AI engine

Component : AI chips

Component : Neural nets

Microsoft is the unexpected game changer

INDUSTRY ANALYSIS

Market size

Players

Chip markets

Which players are big in which markets?

Mergers and acquisitions

SEMICONDUCTOR SECTOR SCORECARD

Who’s who in scorecard

Thematic screen

Valuation screen

Risk Screen

COMPANIES SECTION

APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY

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