1. AI's growth is significantly driving the semiconductor industry, especially interface IP, which saw a 17% increase in 2023. 2. Interface IP's market share has risen from 18% in 2017 to 28% in 2023, with projections to reach 38% by 2028. 3. Key protocols like PCIe, memory controllers, and Ethernet are expected to see substantial growth, driven by data-centric applications and AI.