Recent #Gartner news in the semiconductor industry

7 months ago
➀ Gartner predicts that semiconductor sales will grow 14% to $717 billion in 2025, following a 19% growth this year; ➁ The growth is driven by AI-related semiconductor demand and recovery in electronic production; ➂ Memory and GPUs will be key contributors to the global semiconductor revenue, with memory revenue expected to grow 20.5% and GPU revenue to increase by 27% in 2025.
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9 months ago
➀ Generative AI (GenAI) is moving past the peak of inflated expectations, with businesses focusing more on ROI-driven use cases rather than foundation models. ➁ Current AI models lack agency, but research labs are quickly developing agents that can interact dynamically with their environment to achieve goals. ➂ This development is expected to be gradual, according to Gartner's Arun Chandrasekaran.
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