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The rapid growth of the generative AI market is transforming the semiconductor industry, emphasizing the need for advanced AI chips. DIGITIMES Research highlights that the training and inference of generative AI models require significant computing resources, making AI chips essential. This trend indicates a booming period for both hardware and software opportunities in AI applications.
Cloud-based AI is leading the generative AI development, with wafer foundries playing a crucial role in meeting the demand for advanced processes and packaging. Analysts forecast substantial growth in high-end GPUs and cloud ASIC accelerators, indicating a shift towards replacement-focused demand in the future. The deployment of AI applications is expected to create significant business opportunities and intensify competition in the semiconductor market.
• Generative AI models require substantial computing resources for training and inference.
• Wafer foundries are crucial for advanced AI chip manufacturing and packaging.
This technology is central to the growth of AI applications, as it drives the demand for advanced computing resources.
Their importance is highlighted by the increasing reliance on AI for various applications, necessitating advanced manufacturing technologies.
The growth of cloud AI is driving demand for high-performance AI accelerators in data centers.
Its CoWoS packaging technology is critical for AI chips, with significant capacity expansion projected in the coming years.
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