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The semiconductor industry witnessed a significant shift in 2023 with the rise of chips designed to accelerate generative AI models. These specialized chips, comprising unique GPUs, CPUs, and HBM3 in advanced packaging, became a growth area amidst challenges like weak memory prices and demand for traditional chips.

Inventory surplus is anticipated in response to reduced customer demand, with AI perceived as a continual growth engine by some industry executives. Despite the challenges faced in 2023, a recovery is projected for 2024, with global sales forecasted to reach US$588bn, reflecting a 13% increase over 2023 and a 3.3% rise compared to the record set in 2022. Looking ahead, we expected to experience substantial growth, reaching USD 1,100bn by 2029, with a compound annual growth rate (CAGR) of 12.2% during the forecast period.

High inventories posed a challenge in fall 2023, with fab utilization expected to drop below 70% in Q4 2023, impacting profitability. Nonetheless, capacity expansion efforts are underway in the U.S. and Europe. The booming market for generative AI chips is predicted to surpass US$50 billion in 2024, accounting for 8.5% of total sales. AI applications are extending from data centers to personal devices, driving growth in the semiconductor market.

• Executive Summary
⁻ Overview
⁻ Generative AI in Semiconductor Industry
⁻ Automotive Chips Fueling Semiconductor Growth
⁻ Growth Drivers for semiconductor industry
⁻ Asia-Pacific: A Nexus of Innovation and Expansion
⁻ Semiconductor Inventory Trends and Executive Perspectives
⁻ Impacts of the US-China Trade Conflict
⁻ Constraints & Restrictions
⁻ Addressing ESG Concerns
⁻ CrispIdea Outlook & Conclusion
⁻ Index and Stock Performance

Key Players
⁻ Analog Devices, Inc.
⁻ Applied Materials Inc.
⁻ Advanced Micro Devices Inc.
⁻ ASML Holding NV
⁻ Broadcom Inc.
⁻ Intel Corporation
⁻ Lam Research Corporation
⁻ Microchip Technology Inc.
⁻ Micron Technology, Inc.
⁻ Nvidia Corporation
⁻ NXP Semiconductors N.V.
⁻ ON Semiconductor Corporation
⁻ Qualcomm, Inc.
⁻ Qorvo, Inc.
⁻ STMicroelectronics N.V.
⁻ Skyworks Solutions, Inc.
⁻ Teradyne Inc.
⁻ Taiwan Semiconductor Manufacturing Co Ltd
⁻ Texas Instruments Inc.

• Company Reports
⁻ Analog Devices, Inc.
⁻ Applied Materials Inc.
⁻ Advanced Micro Devices Inc.
⁻ ASML Holding NV
⁻ Broadcom Inc.
⁻ Intel Corporation
⁻ Lam Research Corporation
⁻ Microchip Technology Inc.
⁻ Micron Technology, Inc.
⁻ Nvidia Corporation
⁻ NXP Semiconductors N.V.
⁻ ON Semiconductor Corporation
⁻ Qualcomm, Inc.
⁻ Qorvo, Inc.
⁻ STMicroelectronics N.V.
⁻ Skyworks Solutions, Inc.
⁻ Teradyne Inc.
⁻ Taiwan Semiconductor Manufacturing Co Ltd
⁻ Texas Instruments Inc

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