AI chips – Thematic Research

Moore’s law is broken. It’s time for a new generation of silicon. Over five decades, Moore’s law has held sway in the chip industry. Since the 1970s the performance capabilities of microprocessors and other silicon chips has roughly doubled every two years.

That era is now over. Transistors are now so tightly packed onto chips that they are barely a couple of atoms apart, and the amount of power generated within a square millimeter of silicon now produces more heat than it is possible to efficiently dissipate. The entire chip industry is changing direction. Abandoning the single-minded, “double-everything” approach, chip designs are becoming more sophisticated and complex. We are entering a new era of microprocessor design which will lead to new chip architectures, new classes of chips, new business models, new alliances, new materials, and radical decisions about who does what in terms of design and manufacture.


The report provides an overview of the global AI chips market.

It identifies the key trends impacting growth of the sector.

The report provides a comprehensive industry analysis, outlining the key growth areas and upcoming opportunities.

It identifies the best-positioned players in the AI chips industry, across all segments of the value chain.

The report also includes a timeline charting the development of AI chips.

Key Highlights

The $500bn chip industry is going through a phase of dramatic disruption, as the traditional approach to making processors faster and more powerful can no longer deliver the performance improvements it used to. By 2025 the current set of internet giants will be even more powerful as they establish themselves as the gate keepers to the world’s richest data sets (notably in medicine, transport, and the industrial internet of things (IIoT)), armed with the most powerful proprietary AI systems which they will have largely designed and built themselves.

Over the next five years we will see real progress in developing computers that operate a lot more like the human brain than they do now. Rather than depending on a collection of binary transistors, neuromorphic computers allow for a rich combination of different states, and complex linkages between neurons, mimicking the way the human brain stores and processes information.

Reasons to buy

This report analyzes the changes that are already underway in the global semiconductor industry, and identifies the companies that are likely to dominate this rapidly-evolving market. We take a five-year view, and anticipate much turmoil breaking out in the $500bn chip sector within two to three years.

Companies mentioned













Wave Computing

Table of Contents


Technology Briefing


Industry Analysis

Value Chain

Companies Section

Semiconductor Sector Scorecard


Appendix: Our Thematic Research Methodology


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