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The Rise of AI Drives New Competition in the IC Design Industry (Presentation)

Last Modified

2024-09-26

Update Frequency

Not

Format

PDF

Overview

Table of Contents
1. AI Models and Technologies Used

2. The Relationship Between Computing and ICs

3. The Impact of AI on the IC Industry

4. AI Deployment by Major IC Design Companies

5. TRI’s View

＜Total Pages：23＞

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The Rise of AI Drives New Competition in the IC Design Industry (Presentation)

Overview

Spotlight Report

Analysis on Impact of US Tariffs and Export Controls on China’s Semiconductor Industry in 2025

Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

COMPUTEX 2025 Ushers in the Era of Edge AI, Revealing a New Landscape for Consumer Electronics

Breakthroughs Still Needed in Critical Equipment: China’s Alternative Paths to Advanced Chip Independence

PC DDR4 Prices to Further Speed Up in Increment during 3Q25 as Bargaining Power Leans Towards Suppliers

NVIDIA Posted 73% YoY Growth in Data Center Revenue for FY1Q26; Company Is Expected to Significantly Ramp Up Production of GB200 Rack After 2Q25 and Will Launch MGX RTX PRO to Meet Edge AI Demands

Selected TopicsRelated Reports

PC DDR4 Prices to Further Speed Up in Increment during 3Q25 as Bargaining Power Leans Towards Suppliers

NVIDIA Posted 73% YoY Growth in Data Center Revenue for FY1Q26; Company Is Expected to Significantly Ramp Up Production of GB200 Rack After 2Q25 and Will Launch MGX RTX PRO to Meet Edge AI Demands

NVIDIA Is Expected to Launch Special Version of RTX PRO 6000 for China’s AI Market, Thus Boosting Shipments of GDDR7 DRAM in the Future

COMPUTEX 2025 Ushers in the Era of Edge AI, Revealing a New Landscape for Consumer Electronics

Breakthroughs Still Needed in Critical Equipment: China’s Alternative Paths to Advanced Chip Independence

NVIDIA’s GB200 Rack Shipments Will Increase After 2Q25; Computex Highlights Applications Related to AI Agents and Expanded Investments in Taiwan That Will Spur Long-Term Development of AI Server Supply Chai

Download Report

USD $2,000

Membership

Spotlight Report

Analysis on Impact of US Tariffs and Export Controls on China’s Semiconductor Industry in 2025

Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

COMPUTEX 2025 Ushers in the Era of Edge AI, Revealing a New Landscape for Consumer Electronics

Breakthroughs Still Needed in Critical Equipment: China’s Alternative Paths to Advanced Chip Independence

PC DDR4 Prices to Further Speed Up in Increment during 3Q25 as Bargaining Power Leans Towards Suppliers

NVIDIA Posted 73% YoY Growth in Data Center Revenue for FY1Q26; Company Is Expected to Significantly Ramp Up Production of GB200 Rack After 2Q25 and Will Launch MGX RTX PRO to Meet Edge AI Demands

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Semiconductor Research

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Semiconductors

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Energy

Consumer Electronics

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Research Reports

USD $2,000

The Rise of AI Drives New Competition in the IC Design Industry (Presentation)

Overview

Spotlight Report

Analysis on Impact of US Tariffs and Export Controls on China’s Semiconductor Industry in 2025

Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

COMPUTEX 2025 Ushers in the Era of Edge AI, Revealing a New Landscape for Consumer Electronics

Breakthroughs Still Needed in Critical Equipment: China’s Alternative Paths to Advanced Chip Independence

PC DDR4 Prices to Further Speed Up in Increment during 3Q25 as Bargaining Power Leans Towards Suppliers

NVIDIA Posted 73% YoY Growth in Data Center Revenue for FY1Q26; Company Is Expected to Significantly Ramp Up Production of GB200 Rack After 2Q25 and Will Launch MGX RTX PRO to Meet Edge AI Demands

Selected TopicsRelated Reports

PC DDR4 Prices to Further Speed Up in Increment during 3Q25 as Bargaining Power Leans Towards Suppliers

NVIDIA Posted 73% YoY Growth in Data Center Revenue for FY1Q26; Company Is Expected to Significantly Ramp Up Production of GB200 Rack After 2Q25 and Will Launch MGX RTX PRO to Meet Edge AI Demands

NVIDIA Is Expected to Launch Special Version of RTX PRO 6000 for China’s AI Market, Thus Boosting Shipments of GDDR7 DRAM in the Future

COMPUTEX 2025 Ushers in the Era of Edge AI, Revealing a New Landscape for Consumer Electronics

Breakthroughs Still Needed in Critical Equipment: China’s Alternative Paths to Advanced Chip Independence

NVIDIA’s GB200 Rack Shipments Will Increase After 2Q25; Computex Highlights Applications Related to AI Agents and Expanded Investments in Taiwan That Will Spur Long-Term Development of AI Server Supply Chai

Download Report

USD $2,000

Membership

Spotlight Report

Analysis on Impact of US Tariffs and Export Controls on China’s Semiconductor Industry in 2025

Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

COMPUTEX 2025 Ushers in the Era of Edge AI, Revealing a New Landscape for Consumer Electronics

Breakthroughs Still Needed in Critical Equipment: China’s Alternative Paths to Advanced Chip Independence

PC DDR4 Prices to Further Speed Up in Increment during 3Q25 as Bargaining Power Leans Towards Suppliers

NVIDIA Posted 73% YoY Growth in Data Center Revenue for FY1Q26; Company Is Expected to Significantly Ramp Up Production of GB200 Rack After 2Q25 and Will Launch MGX RTX PRO to Meet Edge AI Demands

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