… The closest equivalent to the AI boom is the dot-com boom in 1990s. The brisk growth of the internet required a huge increase in communications infrastructure which in turn drove semiconductor demand. …
… As a result, they require high reliability, strong security, and sustained performance, all of which significantly increase infrastructure demands. Explosive Growth in AI Compute Demand AI compute demand continues to grow at an extraordinary pace, driven by both training and inference. …
… What do you think the biggest growth area for 2026 will be, and why? The biggest growth area in 2026 will be edge-resident generative AI—particularly LLMs, VLMs, and agent-based models running locally on devices. …
… Today, however, AI infrastructure demands are growing faster than traditional Moore’s Law improvements can sustain. …
… The roles filling that growth are not generalist support positions: AI and machine learning operations, data engineering, cloud infrastructure, and cybersecurity — the precise skills the data center buildout depends on — saw demand surge 25–30% year-on-year. …
… The company’s N2 ramp, advanced packaging expansion, overseas fab deployment, and ongoing EUV intensity growth all point toward sustained elevated investment levels. This is why the probability of a 2026 CapEx raise at TSMC’s 2Q26 earnings conference call in July appears to be increasing. …
Scaling AI Infrastructure with Next-Gen Interconnects by Kalar Rajendiran on 04-29-2025 at 6:00 am View Forum Posts View Articles Private Message Categories: 3D IC , AI , Chiplet , EDA , IP , Synopsys At the recent IPSoC Conference in Silicon Valley, Aparna Tarde gave a talk on the importance of Ne… …
… This transition from electrical to optical signaling is essential for scaling AI infrastructure, where massive data movement between compute units is required. …
… Exploding data volumes required for AI applications. Painfully slow time-to-insights from legacy infrastructure. …
… Demand for advanced packaging capacity has surged because of AI infrastructure growth. …