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Digital Disruption Report

AI Chips - Thematic Research

Moore’s law is broken. It’s time for a new generation of silicon

Over five decades, Moore’s law has held sway in the chip industry. Since the 1970s the performance capabilities of microprocessors and other silicon chips has roughly doubled every two years. That era is now over.

  • What you need to know...
  • Transistors are now so tightly packed onto chips that they are barely a couple of atoms apart, and the amount of power generated within a square millimeter of silicon now produces more heat than it is possible to efficiently dissipate.
  • As a result, the entire chip industry is changing direction. Abandoning the single-minded, “double-everything” approach, chip designs are becoming more sophisticated and complex.
  • We are entering a new era of microprocessor design which will lead to new chip architectures, new classes of chips, new business models, new alliances, new materials, and radical decisions about who does what in terms of design and manufacture.

In GlobalData’s AI Chips – Thematic Research report, we analyze the changes that are already underway, and the companies that are likely to dominate this rapidly-evolving market. We take a five-year view, and anticipate much turmoil breaking out in the $500bn chip sector within two to three years.

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