Thematic Intelligence: Next-Generation Chips

Thematic Intelligence: Next-Generation Chips

Summary

Next-generation chips represent the next frontier of semiconductor technology, incorporating advancements in design, materials, manufacturing process, performance, and packaging. Next-generation chips are paramount to the digital transformation heralded by growth in AI tools. They are also required for the development of autonomous vehicles and quantum computing.

Key Highlights

• The semiconductor industry faces several imminent challenges. These include a compounding skills shortage, rapidly growing energy demands, the escalating US-China trade war, and disconcerting concentrations of power in a select few chip companies and customers, exacerbated by rising technology nationalism.
• Despite US chip sanctions, China is developing the capacity to self-supply the bulk of the chips it needs within 10 years, thus gradually depriving the global supply side of hundreds of billions of dollars in China export sales. China has also embarked on a major build-out of its legacy chip production capacity and the likelihood is that it will dominate the global legacy chip market in the coming years.
• With unmanageable thermal problems and quantum effects putting an end to Moore’s Law, new chip designs will be needed and are being rapidly developed. These include stacked transistors, new 3D chipset architectures, alternative materials, photonic processors, and advanced packaging.

Scope

• This report provides an overview of the next-generation chips theme.
• It includes an overview of the semiconductor value chain and profiles of companies to watch.
• It provides analysis of the top three tech trends impacting next-generation chips: AI accelerators, neural networks, and chiplet architectures.
• It looks in detail at the five key challenges facing the chip industry, including high demand, market monopoly, energy consumption, skills shortage, and tech nationalism.
• It looks at the impact of tech nationalism, with a specific focus on the US-China trade war.

Reasons to Buy

• Multi-million dollar industries, including aerospace and defense, transport, telecoms, manufacturing, and healthcare, are demanding next-generation chips. They are also increasingly necessary for AI technologies. This report tells you all you need to know about next-generation chips, including identifying companies to watch and highlighting how geopolitical tensions will impact the theme.