Competition in the race for AI shakes up the world of semiconductors
• Enthusiasm for generative AI has revitalized the world of semiconductors, which is anticipating a major upsurge in demand, while tech giants like Intel, Samsung and TSMC are vying for a leading position in the industry.
• The predicted boom in the market, which is set to double in size and reach $1 trillion dollars in annual sales by 2030, has companies racing to invest in new capacity.
• However, chip makers will be hard pressed to cope with a shortage of talent and geopolitical risks which may jeopardize what would otherwise be a bright future.
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