Artificial Intelligence (AI) Chips – Thematic Research

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AI Chips Market Overview

Recent progress in machine learning on the back of improved algorithms and increasing computing power has made it possible for AI to solve real-life problems. However, as these AI models dramatically grow in complexity, chips specifically optimized for AI become imperative. To deploy AI capabilities at the consumer’s fingertips, it will be necessary to deploy cloud resources at the edge and support high throughput and ultra-low latencies, both of which call for a widespread full (standalone) 5G rollout.

The AI chips thematic intelligence report provides a briefing on the theme with a detailed analysis of market opportunity, and factors driving its development and adoption. The report also presents key technology, macroeconomic and regulatory trends impacting the theme. Further, the report provides market size and growth forecasts of the underlying technologies.

AI Chips Industry Data Analysis

The industry data analysis section covers:

  • Mergers and acquisitions
  • Capital raisings
  • Patent trends
  • Company filing trends
  • Hiring trends
  • Foreign direct investment
  • Timeline

AI Chips Key Trends

The main trends shaping the AI chips theme are classified into three categories: technology trends, macroeconomic trends, and regulatory trends.

Technology trends – The key technology trends impacting the AI chips theme are neural networks, AI accelerators, the artificial general intelligence (AGI) debate, quantum neural networks, neuromorphic computing, edge AI, and explainable AI (XAI).

Macroeconomic trends – The report analyses macroeconomic trends impacting the AI chips theme, including China’s AI ambitions, the US-China trade dispute, supply chain security, Ukraine conflict, and AI talent.

Regulatory trends – The report highlights the key regulatory trends impacting the AI chips theme which are regulatory divergence, technology protectionism, and AI ethics.

For more insights on key trends impacting the AI chips theme, download a free report sample

Semiconductor Value Chain Analysis

The semiconductor industry value chain consists of five segments, namely pre-competitive basic research, design, fabrication, assembly and testing, and end products. The industry is essentially concerned with designing, manufacturing, and distributing the chips used by many other industries as inputs for their products.

Semiconductor Value Chain

Semiconductor Value Chain

For more semiconductor value chain insights, download a free report sample

Leading Public Companies in the AI Chips Theme

Some of the public companies making their mark within the AI chips theme:

  • Alibaba
  • Alphabet
  • Amazon
  • AMD
  • Apple
  • Arm
  • Baidu
  • Cambricon Technologies
  • IBM
  • Intel

Leading Private Companies in the AI Chips Theme

Some of the private companies making their mark within the AI chips theme:

  • Bitmain
  • Cerebras Systems
  • Graphcore
  • Groq
  • Horizon Robotics
  • Mythic
  • SambaNova
  • SynSense

Semiconductor Sector Scorecard – AI Chips Theme

At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Each sector scorecard has three screens:

  • The thematic screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.
  • The valuation screen ranks our universe of companies within a sector based on selected valuation metrics.
  • The risk screen ranks companies within a particular sector based on overall investment risk.

Semiconductor Sector Scorecard – Thematic Screen

Semiconductor Sector Scorecard – Thematic Screen

For more AI chips sector scorecard insights, download a free report sample

AI Chips Theme Overview

AI Chips Definition As AI models dramatically grow in complexity, chips specifically optimized for AI become imperative
AI Chips Trends Technology, Macroeconomic, and Regulatory
Report Pages 95
Regions Covered Global
Leading Public Companies Alibaba, Alphabet, Amazon, AMD, Apple, Arm, Baidu, Cambricon Technologies, IBM, and Intel
Leading Private Companies Bitmain, Cerebras Systems, Graphcore, Groq, Horizon Robotics, Mythic, SambaNova, and SynSense


This report provides:

  • An overview of the AI chips theme.
  • Identification of the key trends impacting the growth of the theme over the next 12 to 24 months split into three categories: technology trends, macroeconomic trends, and regulatory trends.
  • An overview of the semiconductor industry, including its structure, key participants, interdependencies, and latest innovations, with a particular focus on AI chips.
  • Global market forecasts for the semiconductor industry and AI chips and analysis of patents, company filings, hiring, and foreign direct investment trends.
  • Details of M&A deals driven by the AI chips theme, and a timeline highlighting milestones in the development of AI chips.
  • The detailed value chain consisting of five segments: pre-competitive basic research, design, fabrication, assembly and testing, and end products.

Reasons to Buy

This report analyzes the changes that are already underway in the global semiconductor industry and identifies the companies that are likely to dominate this rapidly evolving market.

Analog Devices
Applied Materials
Cadence Design Systems
Cirrus Logic
Horizon Robotics
LAM Research
Monolithic Power Systems
Nanya Tech
On Semiconductor
Rigetti Computing
Samsung Electronics
Silicon Labs
Silicon Motion
SK Hynix
Texas Instruments
Tokyo Electron

Table of Contents

Executive Summary


Technology Briefing


Semiconductor Industry Briefing

Data Analysis

Value Chain


Sector Scorecard



Further Reading

Thematic Research Methodology

Frequently asked questions

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