1、The semiconductor industry in the AI eraInnovating for tomorrows demands#GetTheFutureYouWantTable of contentsWho should read this report and why?Snapshot of research methodologyOrganizations anticipate surging semiconductor demand The semiconductor industry is innovating,but softwarization remains a

2、 challengeDownstream industries express concerns over semiconductor supply 2Capgemini Research Institute 2025The semiconductor industry in the AI era040708102032Executive summaryResilience and sustainability gather momentumExploring big techs shift to in-house chip designPartnerships are taking the

3、industry forwardHow the semiconductor industry can capitalize on emerging opportunitiesResearch methodologyConclusion3Capgemini Research Institute 2025The semiconductor industry in the AI era465457607271Executive summary AI adoption is powering a surge in demand for semiconductors:While semiconducto

4、r industry organizations forecast a 15%rise in two years,the downstream organizations(those reliant on semiconductor supply for their products or services and operations)anticipate their demand for chips to increase at a higher growth rate of 29%.Increased adoption of artificial intelligence(AI)and

5、generative AI(Gen AI)is driving the need for specialized neural processing units(NPUs)and high-performance graphics processing units(GPUs)that can handle massive computations and large datasets efficiently.Additionally,downstream organizations expect their demand for AI chips,custom silicon chips,an

6、d memory-intensive chips to increase over the next 12 months.Amid buoyant demand lies concern:Over half of downstream organizations doubt the semiconductor industrys ability to meet their needs.Technological advancements,including GPU computing for AI and machine learning and inference acceleration