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The rise of generative AI is set to significantly impact semiconductor demand in the coming years. In a 2024 survey conducted by , around ** percent of semiconductor organizations anticipated the highest demand change in the next two years to be for neural processing units (NPUs). As AI adoption increases across industries, so does the demand for NPUs, specialized processors that accelerate AI and machine learning workloads. High-performance GPUs and memory-intensive chips were also expected to witness increased demand.

Downstream organizations recognize AI chip importance

The increasing demand for AI-focused semiconductors is further emphasized by downstream organizations. Approximately ** percent of these firms anticipate a rise in demand for AI chips or chips designed for AI acceleration. Additionally, ** percent of downstream organizations consider GPU computing and AI/ML acceleration to be the most relevant semiconductor advancements. This underscores the growing importance of AI-specific hardware in various industries.

Custom silicon chips gain traction

Beyond AI-specific chips, custom silicon solutions are also expected to see significant growth. Downstream organizations project a ** percent increase in demand for custom silicon chips, such as custom ASICs, over the next 12 months. The rise in custom solutions indicates a shift towards more specialized and tailored semiconductor products to meet specific industry needs.