AI/ML the Next Big Drivers of Chip Demand

[Arthur Hanson]

Artificial intelligence and machine learning are critical to advancing the economy for like automation in factories, AI/ML can and has started to automate the professions from law to medical to chip design. The critical use of chips is now penetrating every sector of the economy and will change the world as much as the internet has. This will be no surprise to the people of vision as we enter a "Brave New World" that few have even imagined. AI/ML will have the same penetration as cell phones in our world and will become part of the fabric of society. AI/ML everywhere will be critical to facing the challenges of gross over population of the planet and the associated challenges and dislocations that are already upon us and deteriorating by the day. Our utilization of time, space and resources will radically have to change and improve in ways most haven't even imagined. This will not be a free choice, but a matter of survival. The world will need every tool at our disposal in we are going to keep this planet habitable and livable in standards we want to live with. The damages are becoming more apparent every day and AI/ML and the other tools the semi sector offer now and, in the future, will be critical in maintaining a world we want to live in. We won't be able to do this if we maintain a business-as-usual attitude. AI/ML will be critical to meeting these challenges. Hopefully, we will finance these technologies through collaboration, cooperation partially paid for by cutting destructive expenditures on conflict and militaries that have been causing more problems than they solve. Spending just twenty percent of the world's military budgets on advancing instead of destruction we be one of the best investments our world could make. Hopefully the semiconductor ecosystem can be the tip of the spear in making the world a better place. This will not happen by accident, but people worldwide executing the turning their visions into reality.

 

[nghanayem]

Artificial intelligence and machine learning are critical to advancing the economy for like automation in factories, AI/ML can and has started to automate the professions from law to medical to chip design. The critical use of chips is now penetrating every sector of the economy and will change the world as much as the internet has. This will be no surprise to the people of vision as we enter a "Brave New World" that few have even imagined. AI/ML will have the same penetration as cell phones in our world and will become part of the fabric of society. AI/ML everywhere will be critical to facing the challenges of gross over population of the planet and the associated challenges and dislocations that are already upon us and deteriorating by the day. Our utilization of time, space and resources will radically have to change and improve in ways most haven't even imagined. This will not be a free choice, but a matter of survival. The world will need every tool at our disposal in we are going to keep this planet habitable and livable in standards we want to live with. The damages are becoming more apparent every day and AI/ML and the other tools the semi sector offer now and, in the future, will be critical in maintaining a world we want to live in. We won't be able to do this if we maintain a business-as-usual attitude. AI/ML will be critical to meeting these challenges. Hopefully, we will finance these technologies through collaboration, cooperation partially paid for by cutting destructive expenditures on conflict and militaries that have been causing more problems than they solve. Spending just twenty percent of the world's military budgets on advancing instead of destruction we be one of the best investments our world could make. Hopefully the semiconductor ecosystem can be the tip of the spear in making the world a better place. This will not happen by accident, but people worldwide executing the turning their visions into reality.

People are already spending every dime they've got on this, and many of the new CS students study AI/ML at school. I don't think this point is something people really need to be convinced of. Almost everyone acknowledges that AI/ML will likely be the next major technological leap forward for the computer age, acting in a similar manner to how electricity and the internal combustion engine led to the next big boom after the second industrial revolution.

 

[Daniel Nenni]

People are already spending every dime they've got on this, and many of the new CS students study AI/ML at school. I don't think this point is something people really need to be convinced of. Almost everyone acknowledges that AI/ML will likely be the next major technological leap forward for the computer age, acting in a similar manner to how electricity and the internal combustion engine led to the next big boom after the second industrial revolution.

Most people I know outside of the semiconductor industry have no idea what AI/ML is. The CHIPs Act is certainly helping but I think the lack of semiconductor understanding in the US is concerning.

 

[nghanayem]

Most people I know outside of the semiconductor industry have no idea what AI/ML is. The CHIPs Act is certainly helping but I think the lack of semiconductor understanding in the US is concerning.

Fair enough. I suppose I was referring to companies, as you can't get them to shut up about it once they get going (for good reason). However your average Joe and Barbara Smith living in Ohio, yeah they only know Siri and movies. But presumably they will learn about it when it becomes relevant to their lives, just like how very few people knew anything about computers until the 90s.

 

[Daniel Nenni]

Fair enough. I suppose I was referring to companies, as you can't get them to shut up about it once they get going (for good reason). However your average Joe and Barbara Smith living in Ohio, yeah they only know Siri and movies. But presumably they will learn about it when it becomes relevant to their lives, just like how very few people knew anything about computers until the 90s.

I took a AI/LISP class during my undergraduate program in the early 1980s and thought for sure AI would rule the world. I will be right at some point in time.

I thought Aart had a good ML/AI description in his latest earnings call:

An EDA AI Master Class by Synopsys CEO Aart de Geus - Semiwiki

I consider Dr. Aart de Geus one of the founding fathers of EDA and one of the most interesting people in the semiconductor industry. So it is not a surprise that Aart was chosen to attend the CHIPs Act signing at the White House. Here is his current corporate bio: Since co-founding Synopsys in...

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