GLG格理集团：2024深度解读半导体行业：关键趋势和专家洞见报告（中译版）（15页）.pdf

1、JULY 2024INSIDE THE SEMICONDUCTOR INDUSTRYKey Trends and Expert InsightsBy a subject-matter expert and GLG Network MemberTable of ContentsEXECUTIVE SUMMARY 1ABOUT THE RESEARCH 2SURVEY INSIGHTS 3CONCLUSION 12 Semiconductor Industry 1EXECUTIVE SUMMARYThe increasing performance requirements of hypersca

2、le data centers,rising demand for support of AI workloads on a range of devices,and accelerating interest in processing at the edge are driving new opportunities and increasing challenges for the semiconductor industry This survey of semiconductor leaders reveals trends that will power future demand

3、 for semiconductor design and fabrication as well as make new capabilities available to the device and equipment manufacturers that are the primary consumers of semiconductors Findings from the survey point to a future of greater specialization of the semiconductor industry,as purpose-built chips ar

4、e increasingly deployed to optimize performance for highly specific workloads and industry applications.Software ecosystems are expected to play an even more important role in simplifying the developer experience across an increasingly fragmented hardware landscape While the semiconductor supply cha

5、in has recovered substantially since the pandemic,changing global conditions,greater emphasis on sustainability,and increasing domestic investment in manufacturing capacity continue to impact the strategic choices available to semiconductor companies Facing long product cycles and high costs of new

6、product development,firms in this space will want to carefully assess these trends and conduct their own follow-on research to confidently identify the most promising market opportunities The survey revealed that:74%65%90%of respondents believe that accelerating AI at the edge is one of the top thre