Generative AI: The next S-curve for the semiconductor industry?
The surge of interest in and use of generative AI translates to higher demand for semiconductors, pushing the industry to innovate faster and produce more capable and efficient chips.
随着ChatGPT和Sora等生成AI应用的风靡,计算能力需求急剧增长。半导体行业面临新的S曲线挑战,需要跟上变革。B2C应用将占gen AI计算需求的约70%,B2B应用占约30%。2030年,gen AI计算需求总量可能达到25x1030 FLOPs。