Semiconductor Supply Chain Benefits from AI Business Opportunity

With the rapid advancement of AI, new opportunities and challenges are emerging across various industries. At the heart of this transformation is AI computing, which is driving growth in four key areas of the semiconductor industry: ASICs, silicon intellectual property (IP), memory modules, and sensors. In recent years, AI systems have evolved from software-centric development to a hardware-driven competition. The rise of big data, fueled by widespread internet usage, has enabled AI to handle complex real-world tasks with faster and more accurate computations. Fubon Securities highlights that the semiconductor supply chain is benefiting significantly from AI-driven demand, particularly in the fields of ASICs, IP, memory modules, and sensors. As AI continues to advance in machine learning, Fubon Securities estimates that the AI application market will grow at a compound annual growth rate (CAGR) of 38% from 2020 to 2025, reaching $230 billion. Meanwhile, the semiconductor chip market driven by AI is expected to surge from around $900 million to over $70 billion by 2025, with a CAGR of 62%. Among these, memory solutions for vehicle applications, deep learning, voice recognition, and other AI-related fields are expected to dominate. Edge computing is fueling demand for specialized chips like ASICs. As AI systems learn and process data, they rely heavily on processing chips such as CPUs, GPUs, FPGAs, and ASICs. While cloud computing remains crucial for large-scale training, edge computing is gaining traction due to its lower power consumption, smaller size, and better real-time performance. This shift is pushing AI chips toward terminal devices, where the "reasoning" stage will be handled locally, while the "training" remains in the cloud. According to TracTIca, AI chip shipments are projected to exceed 40 million units by 2025, with ASICs leading the way at nearly 60% of total shipments—around 24 million units. Revenue from AI chips is also expected to jump from over $10 million in 2016 to $33.4 billion by 2025. ASICs offer advantages such as low latency, energy efficiency, and high performance, making them ideal for AI applications like smart surveillance, autonomous vehicles, robotics, drones, and virtual reality. Their mass production potential makes them a critical component of future AI ecosystems. Meanwhile, GPUs continue to play a significant role, especially in cloud-based AI processing. Their superior performance in handling large-scale, real-time data makes them essential for deep learning and AI training. By 2025, AI chip shipments are expected to surpass $12 billion, with GPUs accounting for over $5 billion, or more than 40%. Beyond chips, the demand for silicon IP, memory, and sensors is also rising. As data volumes increase and deep learning becomes more prevalent, storage and sensing technologies are becoming indispensable. Memory modules must now support customizations and stability to meet AI’s real-time and deep learning needs. Industrial applications are already showing strong growth, with mature supply chains and clear results. Fubon Securities predicts that demand for AI-focused SSDs will grow from 863 million Gb in 2016 to 41.2 billion Gb in 2025, with a CAGR of 53%. The market value is expected to rise from $260 million to $12.3 billion during the same period. In the sensor space, the growing need for machine learning data is increasing demand for microcontrollers and sensors, especially in robotics, industrial automation, machine vision, and audio processing. Analog data output is also expected to see significant growth. Taiwan’s semiconductor industry, led by TSMC, is well-positioned to benefit from this AI-driven boom. With a complete supply chain and expertise in wafer foundry, it is set to lead in the development of ASICs, IP, memory modules, and sensors. Investors should pay close attention to companies involved in these sectors as they look to capitalize on the AI revolution.

158mm Mono Solar Panel

In the case of the competition between 182mm and 210mm and the decline of 158mm, Sunket still retains a 158mm production line to meet the needs of customers.

Their exceptional low-light and high-temperature performance enables more flexibility in installation and mounting. Mono PERC may not be suitable for all types of solar projects. However, they are optimal for residential rooftop installations, where faster ROI and lower installation costs are the driving factors.

The standard monocrystalline cell presents a uniform back surface field (BSF), whereas the mono PERC Solar Cell presents local BSF atop passivation and SINx capping layers, which significantly improves the capture of light and electrons.

Your solar panels need to be exposed to sunlight in order to produce power. However, unless you live somewhere with high amounts of smog, dust, dirt or sand blowing around, Solar Panel cleaning is generally not necessary.

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