The Zhitong Finance App learned that Omdia published an article stating that artificial intelligence (AI) -driven growth is reshaping the semiconductor industry pattern. AI is driving unprecedented growth in the semiconductor market, and investment in AI technology has driven revenue to record highs. Driven by AI technology, data center servers have become the main driver of semiconductor revenue, and demand for GPUs, logical ASSP/ASICs, DRAM (HBM), and power management chips has increased significantly. The AI boom is expected to drive the semiconductor industry to continue to grow for six years, and is expected to break the industry's traditional cyclical rules.

The Zhitong Finance App learned that Omdia published an article stating that artificial intelligence (AI) -driven growth is reshaping the semiconductor industry pattern. AI is driving unprecedented growth in the semiconductor market, and investment in AI technology has driven revenue to record highs. Driven by AI technology, data center servers have become the main driver of semiconductor revenue, and demand for GPUs, logical ASSP/ASICs, DRAM (HBM), and power management chips has increased significantly. The AI boom is expected to drive the semiconductor industry to continue to grow for six years, and is expected to break the industry's traditional cyclical rules.