The semiconductor industry has experienced a notable departure from its traditional cyclical patterns, embracing a more secular behavior that defies the ups and downs tied closely to economic cycles. This transformation can be attributed to a range of factors, including the ever-expanding presence of technology in our daily lives and the surging demand for semiconductors across diverse sectors. Machine learning and its insatiable appetite for data heavily rely on semiconductors for processing and storage, with GPUs being particularly important for managing the massive data required for AI models. This blog examines the interdependence of semiconductors and AI, the technological advancements driving their integration, and the future outlook of this thriving industry.
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