Kate Haughton’s Post

Fusion's analysts dive into Q1 FY24 earnings from top #electronics manufacturers, spotlighting key demand trends and market dynamics. Discover the influence of #AI, #machinelearning, and #electricvehicle investments, alongside industrial sector challenges. Read more >>> https://hubs.la/Q02x_Npz0 #FusionWW #FusionInsights

Fusion's analysts dive into Q1 FY24 earnings from top #electronics manufacturers, spotlighting key demand trends and market dynamics. Discover the influence of #AI, #machinelearning, and #electricvehicle investments, alongside industrial sector challenges. Read more >>> https://hubs.la/Q02x_Npz0 #FusionWW #FusionInsights

AI Stock Up 42% in 2024 🚀📈 – More Growth Expected! In exciting news for AI enthusiasts and investors, a leading AI stock is up 42% in 2024 already and could see an even bigger boost in July. The surge is attributed to increasing spending on memory chips, potentially leading to impressive results in the upcoming earnings report. 🧑💻💡 This trend underscores the growing influence and integration of AI technologies in various industries. As investment continues to pour into AI, it's more important than ever to stay informed about market trends and developments. Are you interested in leveraging AI for your business or looking to stay ahead in the AI industry? Subscribe to my free AI newsletter for the latest insights, trends, and strategies to gain a competitive edge. Subscribe here: https://lnkd.in/gRgPMgKc For more updates and in-depth articles on AI, follow me and stay informed: https://lnkd.in/gRgPMgKc Exciting times ahead in the world of AI! 🌐✨

Reshaping the semiconductor landscape - generative AI, customized chips, and memory outlook in 2024 the semiconductor sector faces pivotal shifts as demand for silicon wafers varies and global equipment spending adapts. At the forefront of these changes are innovations in high-performance computing (HPC) and AI server supply chains. DIGITIMES Asia will spotlight these transformations at the "2024 Next-Gen Intelligence Symposium" on Nov 3rd, 2023. The event, featuring insights from DIGITIMES' senior analysts Tony Huang and Jim Hsiao, as well as AI server experts from Supermicro, aims to provide insights into the industry's outlook in the coming years. Source: https://lnkd.in/d3YXs8Ed

Semiconductors are integral to the future of AI, from sensing to processing, driving a groundswell of change. SigmaSense's own David French will moderate the discussion during the 2023 Semiconductor Industry Forum in just a few weeks. Hope you will make time to join this important conversation. https://lnkd.in/g48HYnEu

📈 Fusion's market analysts decode quarterly earnings calls from #semiconductor manufacturers, revealing vital insights on supply and demand trends. This quarter, the buzz around #AI dominates the discussion, highlighting its pivotal role in shaping supply and demand dynamics. Discover how advancements in AI technology are poised to impact various industries and drive demand trends. Don't miss our comprehensive analysis >>> https://hubs.la/Q02q-95s0 #ArtificialIntellegence #FusionInsights #FusionWW

Fusion's market analysts decode quarterly earnings calls from #semiconductor manufacturers, revealing vital insights on supply and demand trends📈 This quarter, the buzz around #AI dominates the discussion, highlighting its pivotal role in shaping supply and demand dynamics. Discover how advancements in AI technology are poised to impact various industries and drive demand trends. Don't miss our comprehensive analysis >>> https://hubs.la/Q02q-95s0 #ArtificialIntellegence #FusionInsights #FusionWW

The rising demand for semiconductor chips due to generative AI applications will impact industrial real estate. As semiconductor companies expand production, the need for larger manufacturing facilities will increase, potentially driving up demand for industrial properties. Additionally, the growing necessity for data centers to support gen AI applications could further boost interest. Read more in this analysis from McKinsey & Company here: https://bit.ly/44de9zq. 

Great 2024 outlook "Dramatic Changes Ahead For Chips And Systems" by Semiconductor Engineering's Karen Heyman with inputs from Arteris's Michal Siwinski. In 2024, the industry will focus on new developments in AI/ML, RISC-V, quantum, security, and more. "AI inference on the edge means the smart edge is absolutely taking a step forward in enterprise operations, as well as across the board. For example, we’re going to see a lot more intersecting with automotive. Consumer and industrial are basically moving from unsophisticated electronics to fairly advanced electronics. That’s a huge disruption.” #Arteris #NetworkOnChip #SoCIntegrationAutomation #SystemOnChip #Semiconductor #ArtificialintelligenceAI #PhysicallyAwareNoC #2024Outlook https://bit.ly/3THnJaN

A good read for the industry outlook and trends. Generative AI is becoming the trending topic for the industry but how do you get there? What data do you need? What type of infrastructure? Tignis can help you do an assessment of your existing state and provide a roadmap and recommendations to have your Fab become Generative AI ready.