Semiconductor chips are shaping the global economy by powering the high-tech devices all around us. The growth rate of the semiconductor chips market has recently taken off with advances in Artificial Intelligence (AI), and the rapid adoption of diverse AI applications in the cloud, at the edge and on-board IoT devices (often termed AIoT devices). The evolution and rapid changes in digital solutions have accelerated the demand for advanced chips both that are used in mission-critical and time-sensitive applications or are useful for training large language models (LLMs) comprising billions of parameters.
In this Key Topic Insight report we delve into AI chipset markets, providing an overview of each of the major categories of chipset market players, discussing relevant market dynamics and including profiles of some of the key vendors in each of the categories. The chipset market vendor types that this report focusses on are:
AI Chip IP. AI Chip IP companies hold Intellectual Property (IP) that is related to optimising computer processors to support AI applications (either training or inference).
AI Enabling IP. The AI Enabling IP category includes companies that hold IP that is related to functions that can enhance AI processing.
Fabrication. Fabrication companies manufacture specialised and sophisticated silicon chips to support AI applications.
