AIチップ市場規模、シェア、動向、2032年までの世界予測

AIチップ市場は2025年に2,032.4億米ドル規模となり、2025年から2032年にかけて年間平均成長率（CAGR）15.7%で成長し、2032年には5,648.7億米ドルに達するとMarketsandMarketsでは予測しています。

MarketsandMarkets（マーケッツアンドマーケッツ）「AIチップ市場 – 製品 [GPU、CPU、FPGA、NPU、TPU、Trainium、Inferentia、T-head、Athena ASIC、MTIA、LPU、メモリ（DRAM（HBM、DDR）]、ネットワーク（NIC/ネットワーク アダプタ、インターコネクト）、機能（トレーニング、推論）、および地域別 – 2032 年までの世界予測 – Al Chip Market By Offerings (GPU, CPU, FPGA, NPU, TPU, Trainium, Inferentia, T-head, Athena ASIC, MTIA, LPU, Memory {DRAM (HBM, DDR)}, Network {NIC/Network Adapters, Interconnects}), Function (Training, Inference), & Region – Global Forecast to 2032」はAIに使用されるチップの世界市場を調査し、主要セグメント別に分析・予測を子なっています。

調査対象セグメント

• タイプ
  • GPU
  • CPU
  • FPGA
  • NPU
  • TPU
  • DOJO ＆FSD
  • トレイニウムとインフェレンティア
  • ATHENA ASIC
    • T-HEAD
    • MTIA
    • LPU
    • ASCEND
    • その他のASIC
  • メモリ
    • DDR
    • HBM
  • ネットワーク
    • NICネットワークアダプタ
      • インフィニバンド
      • イーサネット
    • インターコネクト
  • 技術
    • 生成AI
    • 機械学習（ML）
    • 自然言語処理（NLP）
    • コンピュータビジョン
  • 機能
    • トレーニング
    • 推論
  • エンドユーザ
    • コンシューマ
      • データセンタ
      • エンタープライズ
      • その他
  • 地域
    • 北米
      • 米国
      • カナダ
      • メキシコ
    • 欧州
      • 英国
      • ドイツ
      • フランス
      • イタリア
      • スペイン
      • その他の欧州
    • アジア太平洋地域
      • 中国
      • 日本
      • インド
      • 韓国
      • その他のアジア太平洋地域
    • その他の地域
      •  中東
        • GCC諸国
        • その他の中東
      • 南米
  • 競合勢力図

レポートの対象範囲

本レポートでは、AIチップ市場を種類、技術、周波数、用途、地域に基づいて定義、説明、予測しています。AIチップ市場の成長に影響を与える推進要因、制約要因、機会、課題に関する詳細な情報を提供しています。また、主要企業による買収、製品投入、事業拡大、市場拡大のための戦略的アクションなど、競争環境の動向も分析しています。

このレポートを購入する理由

本レポートは、AIチップ市場全体とそのサブセグメントの収益に関する近似値に関する情報を提供し、市場リーダーや新規参入企業にとって役立ちます。また、ステークホルダーが競争環境を理解し、ビジネスポジショニングを改善し、適切な市場開拓戦略を策定するための洞察を深めるのに役立ちます。さらに、主要な推進要因、制約要因、機会、課題に関する情報を提供することで、市場の動向を把握するのにも役立ちます。

本レポートでは、以下の点について洞察を提供します。

AIチップ市場における主要な推進要因（AIサーバーにおけるGPUとASICの急増）、制約要因（AIチップの計算ワークロードと高い消費電力）、機会（クラウドサービスプロバイダーによるAI対応データセンターへの投資増加）、課題（サプライチェーンの混乱）の分析。

• 製品開発／イノベーション：AIチップ市場における今後の技術、研究開発活動、製品の発売／機能強化に関する詳細な洞察。
• 市場開発：有望な市場に関する包括的な情報。本レポートでは、様々な地域におけるAIチップ市場を分析しています。
• 市場多様化：AIチップ市場における新製品、未開拓地域、最近の開発状況、投資に関する包括的な情報。
• 競合評価：AIチップ市場における主要企業（NVIDIA Corporation（米国）、Intel Corporation（米国）、Advanced Micro Devices, Inc.（米国）、Micron Technology, Inc.（米国）、Google（米国）、Samsung（韓国）、SK HYNIX INC.（韓国）、Qualcomm Technologies, Inc.（米国）、Huawei Technologies Co., Ltd.（中国）など）の市場シェア、成長戦略、製品提供に関する詳細な評価。

Report Description

The AI chip market is projected to grow from USD 203.24 billion in 2025 to USD 564.87 billion by 2032; it is expected to grow at a compound annual growth rate (CAGR) of 15.7% from 2025 to 2032.

“The neural processing unit (NPU) segment is projected to record a high growth rate during the forecast period.”

The neural processing unit (NPU) segment is expected to record a high growth rate in the AI chip market from 2024 to 2029. The market growth is attributed to the increasing adoption of high-end smartphones, AI PCs, and laptops, which require dedicated AI capabilities at the edge. The NPUs help accelerate neural network processing to perform AI-driven tasks, including advanced AI image processing and natural language processing. Market players are extensively focusing on developing high-end NPU solutions to stay competitive in the market. For instance, in September 2023, Apple Inc. (US) launched the iPhone 15 Pro series, featuring the A17 Pro chip. The new AI processor is equipped with a dedicated 16-core Neural Engine, capable of performing 35 trillion operations per second (TOPS). Such significant product developments and launches are expected to amplify the adoption of NPUs in the market over the forecast period.

“The machine learning segment is expected to account for significant market share throughout the forecast period.”

The machine learning segment of the AI chip market is expected to capture a significant market share. AI chips are crucial in processing large datasets to enable predictive analytics, supporting real-time decision-making, as they are optimized for machine learning tasks such as training and inference. For this category of AI chips, the foremost drivers of adoption were flexibility and scalability of machine learning models within autonomous systems and personalized recommendations. This AI chip is widely used in many sectors, including cloud services, healthcare, finance, automotive, and retail. Companies are developing powerful AI chips to support machine learning capabilities, which enable business insights, improve customer experience, and enhance overall efficiency. For instance, Google (US) announced Trillium in May 2024 as its sixth-generation TPU. It focuses on its cloud platform, featuring an onboard accelerator for accelerating machine learning workloads. Enterprises that have adopted TPUs widely bring machine learning power to predictive analytics, personalization, and operational efficiency. This represents increasing dependence on AI chips in this domain. As businesses seek to harness the power of data for insights, efficiencies, and enhanced customer experiences, demand is surging for machine learning capabilities.

“The US is expected to hold the largest share of the North American market during the forecast period.”

The US is expected to hold the largest share of the AI chip market in North America. The presence of prominent technology firms and data center operators is driving the AI chip market across North America. The region hosts companies such as NVIDIA Corporation (US), Intel Corporation (US), Advanced Micro Devices, Inc. (AMD) (US), Google (US); and cloud service providers include Amazon Web Services, Inc. (AWS) (US), Microsoft Azure (US), and Google Cloud (US). For instance, in April 2024, Google (US) announced a USD 3 billion investment to expand its data centers across the US. These data centers are further supported by AI infrastructure, enabling them to provide real-time services worldwide. The region also hosts several startups established in the area to provide AI chips for data centers, including SAPEON Inc. (US), Tenstorrent (Canada), Taalas (Canada), Kneron, Inc. (US), and SambaNova Systems, Inc. (US). North America has a well-established technological infrastructure that supports advanced AI research and development. There are many modern data centers in this region, equipped with state-of-the-art AI hardware. They may include GPUs, TPUs, and specialized AI chips. The presence of large-scale data centers and leading AI chip developers in the region is driving the growth of the AI chip market.

Extensive primary interviews were conducted with key industry experts in the AI chip market to determine and verify the market size for various segments and subsegments, which were gathered through secondary research. The breakdown of primary participants for the report is shown below.

The study draws insights from a range of industry experts, including component suppliers, Tier 1 companies, and OEMs. The break-up of the primaries is as follows:

• By Company Type — Tier 1 – 45%, Tier 2 – 32%, and Tier 3 – 23%
• By Designation — C-level Executives – 30%, Directors – 45%, and Others – 25%
• By Region — Asia Pacific – 26%, Europe – 40%, North America – 22%, and RoW – 12%

Note: Other designations include technology heads, media analysts, sales managers, marketing managers, and product managers.

The three tiers of companies are based on their total revenues as of 2024: Tier 1: >USD 1 billion, Tier 2: USD 500 million to 1 billion, and Tier 3: <USD 500 million.

Prominent players profiled in this report include NVIDIA Corporation (US), Intel Corporation (US), Advanced Micro Devices, Inc. (US), Micron Technology, Inc. (US), Google (US), Samsung (South Korea), SK HYNIX INC. (South Korea), Qualcomm Technologies, Inc. (US), Huawei Technologies Co., Ltd. (China), Apple Inc. (US), Imagination Technologies (UK), Graphcore (UK), Cerebras (US). Apart from this, Mythic (US), Kalray (France), Blaize (US), Groq, Inc. (US), HAILO TECHNOLOGIES LTD (Israel), GreenWaves Technologies (France), SiMa Technologies, Inc. (US), Kneron, Inc. (US), Rain Neuromorphics Inc. (US), Tenstorrent (Canada), SambaNova Systems, Inc. (US), Taalas (Canada), SAPEON Inc. (US), Rebellions Inc. (South Korea), Rivos Inc. (US), and Shanghai BiRen Technology Co., Ltd. (China)  are among a few emerging companies in the AI chip market.

Report Coverage

The report defines, describes, and forecasts the AI chip market based on type, technology, frequency, application, and region. It provides detailed information regarding drivers, restraints, opportunities, and challenges influencing the growth of the AI chip market. It also analyzes competitive developments, including acquisitions, product launches, expansions, and strategic actions taken by key players to expand in the market.

Reasons to Buy This Report

The report will help market leaders/new entrants in the market with information on the closest approximations of revenue for the overall AI chip market and its subsegments. The report will help stakeholders understand the competitive landscape and gain more insight to position their business better and plan suitable go-to-market strategies. The report also helps stakeholders understand the pulse of the market, providing them with information on key drivers, restraints, opportunities, and challenges.

The report will provide insights into the following pointers:

Analysis of key drivers (Surging use of GPUs and ASICs in AI servers), restraints (Computational workloads and high power consumption by AI chips), opportunities (Increasing investments in AI-enabled data centers by cloud service providers), and challenges (Supply chain disruptions) in the AI chip market.

• Product development/Innovation: Detailed insights on upcoming technologies, research & development activities, and product launches/enhancements in the AI chip market.
• Market Development: Comprehensive information about lucrative markets; the report analyzes the AI chip market across various regions.
• Market Diversification: Exhaustive information about new products launched, untapped geographies, recent developments, and investments in the AI chip market.
• Competitive Assessment: In-depth assessment of market share, growth strategies, and offering of leading players such as NVIDIA Corporation (US), Intel Corporation (US), Advanced Micro Devices, Inc. (US), Micron Technology, Inc. (US), Google (US), Samsung (South Korea), SK HYNIX INC. (South Korea), Qualcomm Technologies, Inc. (US), Huawei Technologies Co., Ltd. (China), among others in the AI chip market.

Table of Contents

1 INTRODUCTION 30

1.1 STUDY OBJECTIVES 30
1.2 MARKET DEFINITION 30
1.3 STUDY SCOPE 31
1.3.1 MARKETS COVERED 31
1.3.2 INCLUSIONS AND EXCLUSIONS 32
1.3.3 YEARS CONSIDERED 32
1.4 CURRENCY CONSIDERED 33
1.5 LIMITATIONS 33
1.6 STAKEHOLDERS 33
1.7 SUMMARY OF CHANGES 34

2 EXECUTIVE SUMMARY 36

2.1 MARKET HIGHLIGHTS AND KEY INSIGHTS 36
2.2 KEY MARKET PARTICIPANTS: MAPPING OF STRATEGIC DEVELOPMENTS 37
2.3 DISRUPTIONS SHAPING AI CHIP MARKET 38
2.4 HIGH-GROWTH SEGMENTS 38
2.5 REGIONAL SNAPSHOT: MARKET SIZE, GROWTH RATE, AND FORECAST 39

3 PREMIUM INSIGHTS 40

3.1 ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN AI CHIP MARKET 40
3.2 AI CHIP MARKET, BY COMPUTE 40
3.3 AI CHIP MARKET, BY FUNCTION 41
3.4 AI CHIP MARKET, BY END USER 41
3.5 ASIA PACIFIC: AI CHIP MARKET, BY FUNCTION AND COUNTRY 42
3.6 AI CHIP MARKET, BY COUNTRY 42

4 MARKET OVERVIEW 43

4.1 INTRODUCTION 43
4.2 MARKET DYNAMICS 43
4.2.1 DRIVERS 44
4.2.1.1 Pressing need for large-scale data handling and real-time analytics 44
4.2.1.2 Rising adoption of autonomous vehicles 45
4.2.1.3 Surging use of GPUs and ASICs in AI servers 45
4.2.1.4 Continuous advancements in machine learning and deep learning technologies 46
4.2.1.5 Increasing penetration of AI servers 46

4.2.2 RESTRAINTS 47
4.2.2.1 Shortage of skilled workforce with technical know-how 47
4.2.2.2 Computational workloads and power consumption in AI chips 48
4.2.2.3 Unreliability of AI algorithms 49
4.2.3 OPPORTUNITIES 50
4.2.3.1 Elevating demand for AI-based FPGA chips 50
4.2.3.2 Government initiatives to deploy AI-enabled defense systems 51
4.2.3.3 Growing trend of AI-driven diagnostics and treatments 51
4.2.3.4 Increasing investments in AI-enabled data centers by cloud service providers 52
4.2.3.5 Rising popularity of AI-based ASIC technology 52
4.2.4 CHALLENGES 53
4.2.4.1 Data privacy concerns associated with AI platforms 53
4.2.4.2 Availability of limited structured data to develop efficient AI systems 54
4.2.4.3 Supply chain disruptions 54
4.3 UNMET NEEDS AND WHITE SPACES 55
4.3.1 UNMET NEEDS IN AI CHIPS MARKET 55
4.4 INTERCONNECTED MARKETS AND CROSS-SECTOR OPPORTUNITIES 56
4.4.1 INTERCONNECTED MARKETS 56
4.4.2 CROSS-SECTOR OPPORTUNITIES 58
4.5 STRATEGIC MOVES BY TIER-1/2/3 PLAYERS 59
4.5.1 STRATEGIC MOVES BY TIER-1/2/3 PLAYERS 59

5 INDUSTRY TRENDS 60

5.1 INTRODUCTION 60
5.2 PORTER’S FIVE FORCES ANALYSIS 60
5.2.1 THREAT OF NEW ENTRANTS 61
5.2.2 THREAT OF SUBSTITUTES 61
5.2.3 BARGAINING POWER OF SUPPLIERS 62
5.2.4 BARGAINING POWER OF BUYERS 62
5.2.5 INTENSITY OF COMPETITIVE RIVALRY 62
5.3 MACROECONOMICS INDICATORS 63
5.3.1 INTRODUCTION 63
5.3.2 GDP TRENDS AND FORECAST 63
5.3.3 TRENDS IN AI CHIP MARKET 64
5.4 VALUE CHAIN ANALYSIS 65
5.5 ECOSYSTEM ANALYSIS 67
5.6 PRICING ANALYSIS 70
5.6.1 AVERAGE SELLING PRICE OF COMPUTE, BY KEY PLAYERS 70
5.6.2 AVERAGE SELLING PRICE TREND, BY REGION 71

5.7 TRADE ANALYSIS 73
5.7.1 IMPORT DATA (HS CODE 854231) 73
5.7.2 EXPORT SCENARIO (HS CODE 854231) 74
5.8 KEY CONFERENCES AND EVENTS, 2026 75
5.9 TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS 76
5.10 INVESTMENT AND FUNDING SCENARIO 76
5.11 CASE STUDY ANALYSIS 77
5.11.1 CDW INTEGRATED AMD EPYC SOLUTIONS TO ENSURE ENERGY EFFICIENCY AND OPTIMUM SPACE UTILIZATION 77
5.11.2 OVH SAS LEVERAGED AMD EPYC PROCESSOR TO OPTIMIZE PERFORMANCE OF CLOUD SOLUTIONS IN AI WORKLOADS 77
5.11.3 INTEL XEON SCALABLE PROCESSORS POWER TENCENT CLOUD’S XIAOWEI INTELLIGENT SPEECH AND VIDEO SERVICE ACCESS PLATFORM 78
5.11.4 AIC HELPS WESTERN DIGITAL TO ENHANCE SSD TESTING AND VALIDATION EFFICIENCY USING AMD PROCESSOR 78
5.12 IMPACT OF 2025 US TARIFFS – AI CHIP MARKET 79
5.12.1 KEY TARIFF RATES 80
5.12.2 PRICE IMPACT ANALYSIS 81
5.12.3 IMPACT ON REGIONS/COUNTRIES 81
5.12.3.1 US 81
5.12.3.2 Europe 82
5.12.3.3 Asia Pacific 83
5.12.4 IMPACT ON END USERS 84
5.12.4.1 Consumers 84
5.12.4.2 Data centers 84
5.12.4.3 Other organizations 84
5.13 SERVER COST STRUCTURE/BILL OF MATERIALS 85
5.13.1 CPU SERVER 85
5.13.2 GPU SERVER 87
5.14 PENETRATION AND GROWTH OF AI SERVERS 90
5.15 UPCOMING DEPLOYMENT OF DATA CENTERS BY CLOUD SERVICE PROVIDERS (CSPS) 90
5.16 CAPEX OF CLOUD SERVICE PROVIDERS 91
5.17 SERVER PROCUREMENT BY CLOUD SERVICE PROVIDERS 92
5.18 PROCESSOR BENCHMARKING 93
5.18.1 GPU BENCHMARKING 93
5.18.2 CPU BENCHMARKING 93

6 TECHNOLOGICAL ADVANCEMENTS, AI-DRIVEN IMPACT, PATENTS, INNOVATIONS, AND FUTURE APPLICATIONS 94

6.1 TECHNOLOGY ANALYSIS 94
6.1.1 KEY TECHNOLOGIES 94
6.1.1.1 High-bandwidth memory (HBM) 94
6.1.1.2 GenAI workload 95
6.1.2 COMPLEMENTARY TECHNOLOGIES 95
6.1.2.1 Data center power management and cooling system 95
6.1.2.2 High-speed interconnects 95
6.1.3 ADJACENT TECHNOLOGIES 96
6.1.3.1 AI development frameworks 96
6.1.3.2 Quantum AI 96
6.2 TECHNOLOGY ROADMAP 96
6.3 PATENT ANALYSIS 98
6.4 FUTURE APPLICATIONS 104

7 REGULATORY LANDSCAPE 106

7.1 INTRODUCTION 106
7.2 REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 106
7.3 STANDARDS 110

8 CUSTOMER LANDSCAPE AND BUYER BEHAVIOR 113

8.1 DECISION-MAKING PROCESS 113
8.2 KEY STAKEHOLDERS INVOLVED IN BUYING PROCESS AND THEIR EVALUATION CRITERIA 114
8.2.1 KEY STAKEHOLDERS IN BUYING PROCESS 114
8.2.2 BUYING CRITERIA 115
8.3 ADOPTION BARRIERS AND INTERNAL CHALLENGES 116
8.4 UNMET NEEDS FROM VARIOUS VERTICALS 117

9 AI CHIP MARKET, BY COMPUTE 118

9.1 INTRODUCTION 119
9.2 GPU 122
9.2.1 ABILITY TO HANDLE AI WORKLOADS AND PROCESS VAST DATA VOLUMES TO BOOST ADOPTION 122
9.3 CPU 123
9.3.1 RISING DEMAND FOR VERSATILE AND GENERAL-PURPOSE AI PROCESSING TO AUGMENT MARKET GROWTH 123
9.4 FPGA 124
9.4.1 GROWING NEED FOR FLEXIBILITY AND CUSTOMIZATION FOR AI WORKLOADS TO SPUR DEMAND 124
9.5 NPU 125
9.5.1 RISING DEMAND FOR HIGH-END SMARTPHONES TO DRIVE SEGMENTAL GROWTH 125
9.6 TPU 126
9.6.1 PRESSING NEED FOR FASTER PROCESSING IN AI RESEARCH AND APPLICATION DEVELOPMENT TO BOOST DEMAND 126
9.7 DOJO & FSD 127
9.7.1 ACCELERATING DEMAND FOR HIGH-PERFORMANCE, ENERGY-EFFICIENT AI PROCESSING IN AUTONOMOUS VEHICLES TO FUEL ADOPTION 127

9.8 TRAINIUM & INFERENTIA 128
9.8.1 ABILITY TO TRAIN COMPLEX AI AND DEEP LEARNING MODELS TO DRIVE ADOPTION 128
9.9 ATHENA ASIC 129
9.9.1 INCREASING NEED TO HANDLE COMPLEX NLP AND LANGUAGE-BASED AI TASKS TO ACCELERATE MARKET GROWTH 129
9.10 T-HEAD 129
9.10.1 RISING DEMAND FOR CUSTOMIZED, HIGH-PERFORMANCE AI CHIPS ACROSS CHINESE DATA CENTERS TO STIMULATE MARKET GROWTH 129
9.11 MTIA 130
9.11.1 META’S EXPANSION INTO AR, VR, AND METAVERSE TO FUEL DEMAND 130
9.12 LPU 130
9.12.1 INCREASING NEED TO HANDLE COMPLEX NLP AND LANGUAGE-BASED AI TASKS TO ACCELERATE MARKET GROWTH 130
9.13 ASCEND 131
9.13.1 RISING DEMAND FOR UNIFIED AI ARCHITECTURES AND DOMESTIC CHIP ECOSYSTEMS TO DRIVE MARKET EXPANSION 131
9.14 OTHER ASICS 131

10 AI CHIP MARKET, BY MEMORY 132

10.1 INTRODUCTION 133
10.2 DDR 135
10.2.1 RISING ADOPTION OF AI-ENABLED CPUS IN DATA CENTERS TO SUPPORT MARKET GROWTH 135
10.3 HBM 136
10.3.1 ELEVATING NEED FOR HIGH THROUGHPUT IN DATA-INTENSIVE AI TASKS TO FUEL MARKET GROWTH 136

11 AI CHIP MARKET, BY NETWORK 137

11.1 INTRODUCTION 138
11.2 NIC/NETWORK ADAPTERS 140
11.2.1 INFINIBAND 141
11.2.1.1 Growing utilization of HPC and AI models to minimize latency and maximize throughput to boost segmental growth 141
11.2.2 ETHERNET 142
11.2.2.1 Rising demand for scalable and cost-effective networking solutions to propel demand 142
11.3 INTERCONNECTS 142
11.3.1 GROWING COMPLEXITY OF AI MODELS REQUIRING HIGH-BANDWIDTH DATA PATHS TO FUEL DEMAND 142

12 AI CHIP MARKET, BY TECHNOLOGY 143

12.1 INTRODUCTION 144
12.2 GENERATIVE AI 145
12.2.1 RULE-BASED MODELS 147
12.2.1.1 Rising need to detect fraud in finance sector to propel market 147
12.2.2 STATISTICAL MODELS 148
12.2.2.1 Need for accurate predictions from complex data structures to boost segmental growth 148
12.2.3 DEEP LEARNING 149
12.2.3.1 Ability to advance AI technologies to boost demand 149
12.2.4 GENERATIVE ADVERSARIAL NETWORKS (GAN) 150
12.2.4.1 Pressing need to handle large-scale data to fuel demand 150
12.2.5 AUTOENCODERS 152
12.2.5.1 Ability to compress and restructure data to ensure optimum storage space in data centers to stimulate demand 152
12.2.6 CONVOLUTIONAL NEURAL NETWORKS 153
12.2.6.1 Surging demand for realistic and high-quality images and videos to accelerate market growth 153
12.2.7 TRANSFORMER MODELS 154
12.2.7.1 Increasing utilization in image synthesis and captioning applications to foster segmental growth 154
12.3 MACHINE LEARNING 156
12.3.1 RISING USE IN IMAGE & SPEECH RECOGNITION AND PREDICTIVE ANALYTICS TO CONTRIBUTE TO MARKET GROWTH 156
12.4 NATURAL LANGUAGE PROCESSING 157
12.4.1 INCREASING NEED FOR REAL-TIME APPLICATIONS TO SUPPORT MARKET GROWTH 157
12.5 COMPUTER VISION 158
12.5.1 ESCALATING NEED FOR ADVANCED PROCESSING CAPABILITIES TO BOOST DEMAND 158

13 AI CHIP MARKET, BY FUNCTION 160

13.1 INTRODUCTION 161
13.2 TRAINING 163
13.2.1 SURGING NEED TO PROCESS LARGE DATA SETS AND PERFORM PARALLEL COMPUTATION TO CREATE GROWTH OPPORTUNITIES 163
13.3 INFERENCE 164
13.3.1 SURGING DEPLOYMENT ACROSS VARIOUS INDUSTRIES TO BOOST DEMAND 164

14 AI CHIP MARKET, BY END USER 165

14.1 INTRODUCTION 166
14.2 CONSUMERS 167
14.2.1 GROWING ADOPTION OF AI-ENABLED PERSONAL DEVICES TO PROPEL MARKET 167
14.3 DATA CENTERS 168
14.3.1 CLOUD SERVICE PROVIDERS 169
14.3.1.1 Surging AI workloads and cloud adoption to stimulate market growth 169
14.3.2 ENTERPRISES 170
14.3.2.1 Escalating use of NLP, image recognition, and predictive analytics to create growth opportunities 170
14.3.2.2 Healthcare 171
14.3.2.2.1 Integration of AI in computer-aided drug discovery and development to foster market growth 171
14.3.2.3 BFSI 172
14.3.2.3.1 Surging need for fraud detection in financial institutions to boost demand 172
14.3.2.4 Automotive 173
14.3.2.4.1 Growing focus on safe and enhanced driving experiences to fuel demand 173
14.3.2.5 Retail & e-commerce 175
14.3.2.5.1 Increasing use of chatbots and virtual assistants to offer improved customer services to drive market 175
14.3.2.6 Media & entertainment 176
14.3.2.6.1 Real-time analysis of viewer preferences, engagement patterns, and demographic information to augment market growth 176
14.3.2.7 Others 177
14.4 GOVERNMENT ORGANIZATIONS 178
14.4.1 SIGNIFICANT FOCUS ON AUTOMATING ROUTINE TASKS AND EXTRACTING REAL-TIME ACTIONABLE INSIGHTS TO SUPPORT MARKET GROWTH 178

15 AI CHIP MARKET, BY REGION 180

15.1 INTRODUCTION 181
15.2 NORTH AMERICA 182
15.2.1 US 186
15.2.1.1 Government-led initiatives to boost semiconductor manufacturing to drive market 186
15.2.2 CANADA 187
15.2.2.1 Growing emphasis on commercializing AI to spur demand 187
15.2.3 MEXICO 187
15.2.3.1 Increasing shift toward digital platforms and cloud-based solutions to accelerate demand 187
15.3 EUROPE 188
15.3.1 UK 192
15.3.1.1 Growing investments in data center infrastructure to boost demand 192
15.3.2 GERMANY 193
15.3.2.1 Robust industrial base to offer lucrative growth opportunities 193
15.3.3 FRANCE 194
15.3.3.1 Increasing number of AI startups to accelerate demand 194
15.3.4 ITALY 194
15.3.4.1 Rising trend of digitalization in automotive and healthcare sectors to drive market 194
15.3.5 SPAIN 195
15.3.5.1 Growing collaborations and partnerships among AI manufacturers to spur demand 195
15.3.6 REST OF EUROPE 195
15.4 ASIA PACIFIC 196
15.4.1 CHINA 200
15.4.1.1 Surge in research funding and implementation of supportive regulatory policy to augment market growth 200
15.4.2 JAPAN 201
15.4.2.1 Rising focus on advancing robotic systems to boost market 201
15.4.3 INDIA 202
15.4.3.1 Government-led initiatives to boost AI infrastructure to foster market growth 202
15.4.4 SOUTH KOREA 202
15.4.4.1 Thriving semiconductor industry to drive market 202
15.4.5 REST OF ASIA PACIFIC 203
15.5 REST OF THE WORLD 203
15.5.1 MIDDLE EAST 206
15.5.1.1 Growing emphasis on digital transformation and technological innovation to drive market 206
15.5.1.2 GCC countries 207
15.5.1.3 Rest of Middle East 208
15.5.2 AFRICA 208
15.5.2.1 Rising internet penetration and mobile subscriptions to drive market 208
15.5.3 SOUTH AMERICA 209
15.5.3.1 Growing need to store vast volumes of data to boost demand 209

16 COMPETITIVE LANDSCAPE 210

16.1 OVERVIEW 210
16.2 KEY PLAYER STRATEGIES/RIGHT TO WIN, 2021–2025 210
16.3 REVENUE ANALYSIS, 2021–2024 212
16.4 MARKET SHARE ANALYSIS, 2024 214
16.4.1 COMPUTE MARKET SHARE, 2024 214
16.4.2 MEMORY (HBM) MARKET SHARE, 2023 216
16.5 COMPANY VALUATION AND FINANCIAL METRICS 218
16.6 BRAND/PRODUCT COMPARISON 219
16.7 COMPANY EVALUATION MATRIX: KEY PLAYERS, 2024 220
16.7.1 STARS 220
16.7.2 EMERGING LEADERS 220
16.7.3 PERVASIVE PLAYERS 220
16.7.4 PARTICIPANTS 220
16.7.5 COMPANY FOOTPRINT: KEY PLAYERS, 2024 222
16.7.5.1 Company footprint 222
16.7.5.2 Regional footprint 223
16.7.5.3 Compute footprint 224
16.7.5.4 Memory footprint 225
16.7.5.5 Network footprint 226
16.7.5.6 Technology footprint 227
16.7.5.7 Function footprint 228
16.7.5.8 End user footprint 229
16.8 COMPANY EVALUATION MATRIX: STARTUPS/SMES, 2024 229
16.8.1 PROGRESSIVE COMPANIES 229
16.8.2 RESPONSIVE COMPANIES 230
16.8.3 DYNAMIC COMPANIES 230
16.8.4 STARTING BLOCKS 230
16.8.5 COMPETITIVE BENCHMARKING: STARTUPS/SMES, 2024 231
16.8.5.1 Detailed list of key startups/SMEs 231
16.8.5.2 Competitive benchmarking of key startups/SMEs 232
16.9 COMPETITIVE SCENARIO 233
16.9.1 PRODUCT LAUNCHES 233
16.9.2 DEALS 235

17 COMPANY PROFILES 237

17.1 KEY PLAYERS 237
17.1.1 NVIDIA CORPORATION 237
17.1.1.1 Business overview 237
17.1.1.2 Products/Solutions/Services offered 238
17.1.1.3 Recent developments 241
17.1.1.3.1 Product launches 241
17.1.1.3.2 Deals 242
17.1.1.4 MnM view 243
17.1.1.4.1 Key strengths 243
17.1.1.4.2 Strategic choices 243
17.1.1.4.3 Weaknesses and competitive threats 243
17.1.2 ADVANCED MICRO DEVICES, INC. 244
17.1.2.1 Business overview 244
17.1.2.2 Products/Solutions/Services offered 245
17.1.2.3 Recent developments 247
17.1.2.3.1 Product launches 247
17.1.2.3.2 Deals 248

17.1.2.4 MnM view 249
17.1.2.4.1 Key strengths 249
17.1.2.4.2 Strategic choices 249
17.1.2.4.3 Weaknesses and competitive threats 249
17.1.3 INTEL CORPORATION 250
17.1.3.1 Business overview 250
17.1.3.2 Products/Solutions/Services offered 251
17.1.3.3 Recent developments 254
17.1.3.3.1 Product launches 254
17.1.3.3.2 Deals 256
17.1.3.4 MnM view 257
17.1.3.4.1 Key strengths 257
17.1.3.4.2 Strategic choices 257
17.1.3.4.3 Weaknesses and competitive threats 257
17.1.4 SK HYNIX INC. 258
17.1.4.1 Business overview 258
17.1.4.2 Products/Solutions/Services offered 258
17.1.4.3 Recent developments 259
17.1.4.3.1 Product launches 259
17.1.4.3.2 Deals 260
17.1.4.3.3 Other developments 260
17.1.4.4 MnM view 260
17.1.4.4.1 Key strengths 260
17.1.4.4.2 Strategic choices 260
17.1.4.4.3 Weaknesses and competitive threats 261
17.1.5 SAMSUNG 262
17.1.5.1 Business overview 262
17.1.5.2 Products/Solutions/Services offered 263
17.1.5.3 Recent developments 266
17.1.5.3.1 Product launches 266
17.1.5.3.2 Deals 268
17.1.5.4 MnM view 269
17.1.5.4.1 Key strengths 269
17.1.5.4.2 Strategic choices 269
17.1.5.4.3 Weaknesses and competitive threats 269
17.1.6 MICRON TECHNOLOGY, INC. 270
17.1.6.1 Business overview 270
17.1.6.2 Products/Solutions/Services offered 271
17.1.6.3 Recent developments 272
17.1.6.3.1 Product launches 272
17.1.6.3.2 Deals 274

17.1.7 APPLE INC. 275
17.1.7.1 Business overview 275
17.1.7.2 Products/Solutions/Services offered 276
17.1.7.3 Recent developments 277
17.1.7.3.1 Product launches 277
17.1.7.3.2 Deals 279
17.1.8 QUALCOMM TECHNOLOGIES, INC. 280
17.1.8.1 Business overview 280
17.1.8.2 Products/Solutions/Services offered 281
17.1.8.3 Recent developments 284
17.1.8.3.1 Product launches 284
17.1.8.3.2 Deals 285
17.1.9 HUAWEI TECHNOLOGIES CO., LTD. 287
17.1.9.1 Business overview 287
17.1.9.2 Products/Solutions/Services offered 288
17.1.9.3 Recent developments 289
17.1.9.3.1 Product launches 289
17.1.9.3.2 Deals 290
17.1.10 GOOGLE 291
17.1.10.1 Business overview 291
17.1.10.2 Products/Solutions/Services offered 292
17.1.10.3 Recent developments 293
17.1.10.3.1 Product launches 293
17.1.10.3.2 Deals 294
17.1.11 AMAZON WEB SERVICES, INC. 295
17.1.11.1 Business overview 295
17.1.11.2 Products/Solutions/Services offered 296
17.1.11.3 Recent developments 296
17.1.11.3.1 Product launches 296
17.1.11.3.2 Deals 297
17.1.12 TESLA 299
17.1.12.1 Business overview 299
17.1.12.2 Products/Solutions/Services offered 300
17.1.13 MICROSOFT 301
17.1.13.1 Business overview 301
17.1.13.2 Products/Solutions/Services offered 302
17.1.13.3 Recent developments 303
17.1.13.3.1 Product launches 303
17.1.13.3.2 Deals 303

17.1.14 META 305
17.1.14.1 Business overview 305
17.1.14.2 Products/Solutions/Services offered 306
17.1.14.3 Recent developments 307
17.1.14.3.1 Product launches 307
17.1.14.3.2 Deals 307
17.1.15 T-HEAD 308
17.1.15.1 Business overview 308
17.1.15.2 Products/Solutions/Services offered 308
17.1.16 IMAGINATION TECHNOLOGIES 309
17.1.16.1 Business overview 309
17.1.16.2 Products/Solutions/Services offered 309
17.1.16.3 Recent developments 310
17.1.16.3.1 Product launches 310
17.1.16.3.2 Deals 310
17.1.17 GRAPHCORE 311
17.1.17.1 Business overview 311
17.1.17.2 Products/Solutions/Services offered 311
17.1.17.3 Recent developments 312
17.1.17.3.1 Product launches 312
17.1.17.3.2 Deals 312
17.1.18 CEREBRAS 313
17.1.18.1 Business overview 313
17.1.18.2 Products/Solutions/Services offered 313
17.1.18.3 Recent developments 313
17.1.18.3.1 Product launches 313
17.1.18.3.2 Deals 314
17.2 OTHER PLAYERS 315
17.2.1 MYTHIC 315
17.2.2 KALRAY 316
17.2.3 BLAIZE 317
17.2.4 GROQ, INC. 318
17.2.5 HAILO TECHNOLOGIES LTD 319
17.2.6 GREENWAVES TECHNOLOGIES 320
17.2.7 SIMA TECHNOLOGIES, INC. 320
17.2.8 KNERON, INC. 321
17.2.9 RAIN NEUROMORPHICS INC. 321
17.2.10 TENSTORRENT 322
17.2.11 SAMBANOVA SYSTEMS, INC. 322
17.2.12 TAALAS 323

17.2.13 SAPEON INC. 323
17.2.14 REBELLIONS INC. 324
17.2.15 RIVOS INC. 324
17.2.16 SHANGHAI BIREN TECHNOLOGY CO., LTD. 325

18 RESEARCH METHODOLOGY 326

18.1 RESEARCH DATA 326
18.1.1 SECONDARY DATA 327
18.1.1.1 List of key secondary sources 327
18.1.1.2 Key data from secondary sources 327
18.1.2 PRIMARY DATA 328
18.1.2.1 List of key interview participants 328
18.1.2.2 Breakdown of primaries 328
18.1.2.3 Key industry insights 329
18.1.3 SECONDARY AND PRIMARY RESEARCH 329
18.2 MARKET SIZE ESTIMATION 330
18.2.1 BOTTOM-UP APPROACH 331
18.2.1.1 Approach to estimate market size using bottom-up analysis (supply side) 331
18.2.2 TOP-DOWN APPROACH 332
18.2.2.1 Approach to estimate market size using top-down analysis (demand side) 332
18.3 DATA TRIANGULATION 333
18.4 RESEARCH ASSUMPTIONS 334
18.5 RISK ANALYSIS 335
18.6 RESEARCH LIMITATIONS 335

19 APPENDIX 336

19.1 DISCUSSION GUIDE 336
19.2 KNOWLEDGESTORE: MARKETSANDMARKETS’ SUBSCRIPTION PORTAL 340
19.3 CUSTOMIZATION OPTIONS 342
19.4 RELATED REPORTS 342
19.5 AUTHOR DETAILS 343

LIST OF TABLES

TABLE 1 SUMMARY OF CHANGES: PREVIOUS AND UPDATED VERSIONS 34
TABLE 2 REGION-WISE MOBILE DATA TRAFFIC 44
TABLE 3 BLACKWELL PLATFORM OF NVIDIA TO EXCEED TDP OF 1 KW 48
TABLE 4 IMPACT OF PORTER’S FIVE FORCES ON AI CHIP MARKET 61
TABLE 5 GDP PERCENTAGE CHANGE, BY KEY COUNTRY, 2021–2030 63
TABLE 6 ROLE OF PLAYERS IN AI CHIP MARKET ECOSYSTEM 68
TABLE 7 INDICATIVE PRICING ANALYSIS OF COMPUTE, BY KEY PLAYERS, 2024 (USD) 70
TABLE 8 INDICATIVE PRICING ANALYSIS OF COMPUTE, 2020–2024 (USD) 71
TABLE 9 AVERAGE SELLING PRICE TREND OF GPU, BY REGION, 2021–2024 (USD) 71
TABLE 10 AVERAGE SELLING PRICE TREND OF CPU, BY REGION, 2021–2024 (USD) 72
TABLE 11 AVERAGE SELLING PRICE TREND OF FPGA, BY REGION, 2021–2024 (USD) 73
TABLE 12 IMPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS,
BY COUNTRY, 2020–2024 (USD MILLION) 74
TABLE 13 EXPORT DATA FOR HS CODE 854231-COMPLIANT PRODUCTS,
BY COUNTRY, 2020–2024 (USD MILLION) 75
TABLE 14 AI CHIP MARKET: KEY CONFERENCES AND EVENTS, 2026 75
TABLE 15 US ADJUSTED RECIPROCAL TARIFF RATES 80
TABLE 16 CPU SERVER BILL OF MATERIALS (BOM), 2024 85
TABLE 17 GPU/AI SERVERS COST STRUCTURE FOR NVIDIA’S A100, 2024 87
TABLE 18 GPU/AI SERVERS COST STRUCTURE FOR NVIDIA’S H100, 2024 88
TABLE 19 COMPARISON OF NVIDIA AI GPU SPECIFICATIONS 93
TABLE 20 COMPARISON OF CPU SPECIFICATIONS 93
TABLE 21 TECHNOLOGY ROADMAP 96
TABLE 22 AI CHIP MARKET: LIST OF MAJOR PATENTS 99
TABLE 23 FUTURE APPLICATIONS 104
TABLE 24 NORTH AMERICA: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES,
AND OTHER ORGANIZATIONS 106
TABLE 25 EUROPE: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES,
AND OTHER ORGANIZATIONS 107
TABLE 26 ASIA PACIFIC: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES,
AND OTHER ORGANIZATIONS 108
TABLE 27 REST OF THE WORLD: LIST OF REGULATORY BODIES, GOVERNMENT AGENCIES, AND OTHER ORGANIZATIONS 109
TABLE 28 AI CHIP MARKET: STANDARDS 110
TABLE 29 INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR
TOP THREE END USERS (%) 114
TABLE 30 KEY BUYING CRITERIA FOR TOP THREE END USERS 115
TABLE 31 UNMET NEEDS IN AI CHIP MARKET BY END USER 117
TABLE 32 AI CHIP MARKET, BY COMPUTE, 2021–2024 (USD MILLION) 120
TABLE 33 AI CHIP MARKET, BY COMPUTE, 2025–2032 (USD MILLION) 120
TABLE 34 AI CHIP MARKET, BY COMPUTE, 2021–2024 (THOUSAND UNITS) 121
TABLE 35 AI CHIP MARKET, BY COMPUTE, 2025–2032 (THOUSAND UNITS) 121

TABLE 36 GPU: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 122
TABLE 37 GPU: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 123
TABLE 38 CPU: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 124
TABLE 39 CPU: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 124
TABLE 40 FPGA: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 125
TABLE 41 FPGA: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 125
TABLE 42 NPU: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 126
TABLE 43 NPU: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 126
TABLE 44 AI CHIP MARKET, BY MEMORY, 2021–2024 (USD MILLION) 134
TABLE 45 AI CHIP MARKET, BY MEMORY, 2025–2032 (USD MILLION) 134
TABLE 46 AI CHIP MARKET, BY MEMORY, 2021–2024 (PETABYTE) 134
TABLE 47 AI CHIP MARKET, BY MEMORY, 2025–2032 (PETABYTE) 134
TABLE 48 AI CHIP MARKET FOR MEMORY, BY REGION, 2021–2024 (USD MILLION) 135
TABLE 49 AI CHIP MARKET FOR MEMORY, BY REGION, 2025–2032 (USD MILLION) 135
TABLE 50 AI CHIP MARKET, BY NETWORK, 2021–2024 (USD MILLION) 139
TABLE 51 AI CHIP MARKET, BY NETWORK, 2025–2032 (USD MILLION) 139
TABLE 52 AI CHIP MARKET, BY NETWORK, 2021–2024 (THOUSAND UNITS) 139
TABLE 53 AI CHIP MARKET, BY NETWORK, 2025–2032 (THOUSAND UNITS) 140
TABLE 54 AI CHIP MARKET FOR NETWORK, BY REGION, 2021–2024 (USD MILLION) 140
TABLE 55 AI CHIP MARKET FOR NETWORK, BY REGION, 2025–2032 (USD MILLION) 140
TABLE 56 NIC/NETWORK ADAPTERS: AI CHIP MARKET, BY TYPE, 2021–2024 (USD MILLION) 141
TABLE 57 NIC/NETWORK ADAPTERS: AI CHIP MARKET, BY TYPE, 2025–2032 (USD MILLION) 141
TABLE 58 NIC/NETWORK ADAPTERS: AI CHIP MARKET, BY TYPE,
2021–2024 (THOUSAND UNITS) 141
TABLE 59 NIC/NETWORK ADAPTERS: AI CHIP MARKET, BY TYPE,
2025–2032 (THOUSAND UNITS) 141
TABLE 60 AI CHIP MARKET, BY TECHNOLOGY, 2021–2024 (USD MILLION) 144
TABLE 61 AI CHIP MARKET, BY TECHNOLOGY, 2025–2032 (USD MILLION) 144
TABLE 62 GENERATIVE AI: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 145
TABLE 63 GENERATIVE AI: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 146
TABLE 64 GENERATIVE AI: AI CHIP MARKET, BY TYPE, 2021–2024 (USD MILLION) 146
TABLE 65 GENERATIVE AI: AI CHIP MARKET, BY TYPE, 2025–2032 (USD MILLION) 146
TABLE 66 RULE-BASED MODELS: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 147
TABLE 67 RULE-BASED MODELS: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 147
TABLE 68 STATISTICAL MODELS: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 148
TABLE 69 STATISTICAL MODELS: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 149
TABLE 70 DEEP LEARNING: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 150
TABLE 71 DEEP LEARNING: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 150
TABLE 72 GENERATIVE ADVERSARIAL NETWORKS (GANS): AI CHIP MARKET,
BY REGION, 2021–2024 (USD MILLION) 151
TABLE 73 GENERATIVE ADVERSARIAL NETWORKS (GANS): AI CHIP MARKET,
BY REGION, 2025–2032 (USD MILLION) 151

TABLE 74 AUTOENCODERS: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 152
TABLE 75 AUTOENCODERS: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 153
TABLE 76 CONVOLUTIONAL NEURAL NETWORKS: AI CHIP MARKET,
BY REGION, 2021–2024 (USD MILLION) 154
TABLE 77 CONVOLUTIONAL NEURAL NETWORKS: AI CHIP MARKET,
BY REGION, 2025–2032 (USD MILLION) 154
TABLE 78 TRANSFORMER MODELS: AI CHIP MARKET, BY REGION,
2021–2024 (USD MILLION) 155
TABLE 79 TRANSFORMER MODELS: AI CHIP MARKET, BY REGION,
2025–2032 (USD MILLION) 155
TABLE 80 MACHINE LEARNING: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 156
TABLE 81 MACHINE LEARNING: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 156
TABLE 82 NATURAL LANGUAGE PROCESSING: AI CHIP MARKET,
BY REGION, 2021–2024 (USD MILLION) 157
TABLE 83 NATURAL LANGUAGE PROCESSING: AI CHIP MARKET,
BY REGION, 2025–2032 (USD MILLION) 158
TABLE 84 COMPUTER VISION: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 159
TABLE 85 COMPUTER VISION: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 159
TABLE 86 AI CHIP MARKET, BY FUNCTION, 2021–2024 (USD MILLION) 161
TABLE 87 AI CHIP MARKET, BY FUNCTION, 2025–2032 (USD MILLION) 161
TABLE 88 AI CHIP MARKET FOR COMPUTE, BY FUNCTION, 2021–2024 (THOUSAND UNITS) 162
TABLE 89 AI CHIP MARKET FOR COMPUTE, BY FUNCTION, 2025–2032 (THOUSAND UNITS) 162
TABLE 90 AI CHIP MARKET, BY END USER, 2021–2024 (USD MILLION) 166
TABLE 91 AI CHIP MARKET, BY END USER, 2025–2032 (USD MILLION) 166
TABLE 92 CONSUMERS: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 168
TABLE 93 CONSUMERS: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 168
TABLE 94 DATA CENTERS: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 169
TABLE 95 DATA CENTERS: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 169
TABLE 96 CLOUD SERVICE PROVIDERS: AI CHIP MARKET,
BY REGION, 2021–2024 (USD MILLION) 170
TABLE 97 CLOUD SERVICE PROVIDERS: AI CHIP MARKET,
BY REGION, 2025–2032 (USD MILLION) 170
TABLE 98 ENTERPRISES: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 171
TABLE 99 ENTERPRISES: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 171
TABLE 100 HEALTHCARE: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 172
TABLE 101 HEALTHCARE: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 172
TABLE 102 BFSI: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 173
TABLE 103 BFSI: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 173
TABLE 104 AUTOMOTIVE: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 174
TABLE 105 AUTOMOTIVE: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 174
TABLE 106 RETAIL & E-COMMERCE: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 175
TABLE 107 RETAIL & E-COMMERCE: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 175
TABLE 108 MEDIA & ENTERTAINMENT: AI CHIP MARKET,
BY REGION, 2021–2024 (USD MILLION) 176

TABLE 109 MEDIA & ENTERTAINMENT: AI CHIP MARKET,
BY REGION, 2025–2032 (USD MILLION) 177
TABLE 110 OTHERS: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 177
TABLE 111 OTHERS: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 178
TABLE 112 GOVERNMENT ORGANIZATIONS: AI CHIP MARKET,
BY REGION, 2021–2024 (USD MILLION) 179
TABLE 113 GOVERNMENT ORGANIZATIONS: AI CHIP MARKET,
BY REGION, 2025–2032 (USD MILLION) 179
TABLE 114 AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 181
TABLE 115 AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 182
TABLE 116 NORTH AMERICA: AI CHIP MARKET, BY COUNTRY, 2021–2024 (USD MILLION) 183
TABLE 117 NORTH AMERICA: AI CHIP MARKET, BY COUNTRY, 2025–2032 (USD MILLION) 183
TABLE 118 NORTH AMERICA: AI CHIP MARKET, BY END USER, 2021–2024 (USD MILLION) 184
TABLE 119 NORTH AMERICA: AI CHIP MARKET, BY END USER, 2025–2032 (USD MILLION) 184
TABLE 120 NORTH AMERICA: AI CHIP MARKET FOR DATA CENTERS,
BY END USER, 2021–2024 (USD MILLION) 184
TABLE 121 NORTH AMERICA: AI CHIP MARKET FOR DATA CENTERS,
BY END USER, 2025–2032 (USD MILLION) 184
TABLE 122 NORTH AMERICA: AI CHIP MARKET FOR ENTERPRISES,
BY END USER, 2021–2024 (USD MILLION) 185
TABLE 123 NORTH AMERICA: AI CHIP MARKET FOR ENTERPRISES,
BY END USER, 2025–2032 (USD MILLION) 185
TABLE 124 NORTH AMERICA: AI CHIP MARKET, BY COMPUTE, 2021–2024 (USD MILLION) 185
TABLE 125 NORTH AMERICA: AI CHIP MARKET, BY COMPUTE, 2025–2032 (USD MILLION) 186
TABLE 126 EUROPE: AI CHIP MARKET, BY COUNTRY, 2021–2024 (USD MILLION) 189
TABLE 127 EUROPE: AI CHIP MARKET, BY COUNTRY, 2025–2032 (USD MILLION) 190
TABLE 128 EUROPE: AI CHIP MARKET, BY END USER, 2021–2024 (USD MILLION) 190
TABLE 129 EUROPE: AI CHIP MARKET, BY END USER, 2025–2032 (USD MILLION) 190
TABLE 130 EUROPE: AI CHIP MARKET FOR DATA CENTERS, BY END USER,
2021–2024 (USD MILLION) 190
TABLE 131 EUROPE: AI CHIP MARKET FOR DATA CENTERS, BY END USER,
2025–2032 (USD MILLION) 191
TABLE 132 EUROPE: AI CHIP MARKET FOR ENTERPRISES, BY END USER,
2021–2024 (USD MILLION) 191
TABLE 133 EUROPE: AI CHIP MARKET FOR ENTERPRISES, BY END USER,
2025–2032 (USD MILLION) 191
TABLE 134 EUROPE: AI CHIP MARKET, BY COMPUTE, 2021–2024 (USD MILLION) 192
TABLE 135 EUROPE: AI CHIP MARKET, BY COMPUTE, 2025–2032 (USD MILLION) 192
TABLE 136 ASIA PACIFIC: AI CHIP MARKET, BY COUNTRY, 2021–2024 (USD MILLION) 197
TABLE 137 ASIA PACIFIC: AI CHIP MARKET, BY COUNTRY, 2025–2032 (USD MILLION) 198
TABLE 138 ASIA PACIFIC: AI CHIP MARKET, BY END USER, 2021–2024 (USD MILLION) 198
TABLE 139 ASIA PACIFIC: AI CHIP MARKET, BY END USER, 2025–2032 (USD MILLION) 198
TABLE 140 ASIA PACIFIC: AI CHIP MARKET FOR DATA CENTERS, BY END USER,
2021–2024 (USD MILLION) 198
TABLE 141 ASIA PACIFIC: AI CHIP MARKET FOR DATA CENTERS, BY END USER,
2025–2032 (USD MILLION) 199

TABLE 142 ASIA PACIFIC: AI CHIP MARKET FOR ENTERPRISES, BY END USER,
2021–2024 (USD MILLION) 199
TABLE 143 ASIA PACIFIC: AI CHIP MARKET FOR ENTERPRISES, BY END USER,
2025–2032 (USD MILLION) 199
TABLE 144 ASIA PACIFIC: AI CHIP MARKET, BY COMPUTE, 2021–2024 (USD MILLION) 200
TABLE 145 ASIA PACIFIC: AI CHIP MARKET, BY COMPUTE, 2025–2032 (USD MILLION) 200
TABLE 146 REST OF THE WORLD: AI CHIP MARKET, BY REGION, 2021–2024 (USD MILLION) 203
TABLE 147 REST OF THE WORLD: AI CHIP MARKET, BY REGION, 2025–2032 (USD MILLION) 204
TABLE 148 REST OF THE WORLD: AI CHIP MARKET, BY END USER, 2021–2024 (USD MILLION) 204
TABLE 149 REST OF THE WORLD: AI CHIP MARKET, BY END USER, 2025–2032 (USD MILLION) 204
TABLE 150 REST OF THE WORLD: AI CHIP MARKET FOR DATA CENTERS,
BY END USER, 2021–2024 (USD MILLION) 204
TABLE 151 REST OF THE WORLD: AI CHIP MARKET FOR DATA CENTERS,
BY END USER, 2025–2032 (USD MILLION) 205
TABLE 152 REST OF THE WORLD: AI CHIP MARKET FOR ENTERPRISES,
BY END USER, 2021–2024 (USD MILLION) 205
TABLE 153 REST OF THE WORLD: AI CHIP MARKET FOR ENTERPRISES,
BY END USER, 2025–2032 (USD MILLION) 205
TABLE 154 REST OF THE WORLD: AI CHIP MARKET, BY COMPUTE, 2021–2024 (USD MILLION) 206
TABLE 155 REST OF THE WORLD: AI CHIP MARKET, BY COMPUTE, 2025–2032 (USD MILLION) 206
TABLE 156 MIDDLE EAST: AI CHIP MARKET, BY COUNTRY, 2021–2024 (USD MILLION) 207
TABLE 157 MIDDLE EAST: AI CHIP MARKET, BY COUNTRY, 2025–2032 (USD MILLION) 207
TABLE 158 OVERVIEW OF STRATEGIES ADOPTED BY AI CHIP PROVIDERS 210
TABLE 159 AI CHIP MARKET SHARE ANALYSIS, 2024 215
TABLE 160 MEMORY (HBM) MARKET: DEGREE OF COMPETITION 217
TABLE 161 AI CHIP MARKET: REGIONAL FOOTPRINT, 2024 223
TABLE 162 AI CHIP MARKET: COMPUTE FOOTPRINT, 2024 224
TABLE 163 AI CHIP MARKET: MEMORY FOOTPRINT, 2024 225
TABLE 164 AI CHIP MARKET: NETWORK FOOTPRINT, 2024 226
TABLE 165 AI CHIP MARKET: TECHNOLOGY FOOTPRINT, 2024 227
TABLE 166 AI CHIP MARKET: FUNCTION FOOTPRINT, 2024 228
TABLE 167 AI CHIP MARKET: END USER FOOTPRINT, 2024 229
TABLE 168 AI CHIP MARKET: DETAILED LIST OF KEY STARTUPS/SMES, 2024 231
TABLE 169 AI CHIP MARKET: COMPETITIVE BENCHMARKING OF KEY STARTUPS/SMES, 2024 232
TABLE 170 AI CHIP MARKET: PRODUCT LAUNCHES, JANUARY 2021−OCTOBER 2025 234
TABLE 171 AI CHIP MARKET: DEALS, JANUARY 2021−OCTOBER 2025 235
TABLE 172 NVIDIA CORPORATION: COMPANY OVERVIEW 237
TABLE 173 NVIDIA CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED 238
TABLE 174 NVIDIA CORPORATION: PRODUCT LAUNCHES 241
TABLE 175 NVIDIA CORPORATION: DEALS 242
TABLE 176 ADVANCED MICRO DEVICES, INC.: COMPANY OVERVIEW 244
TABLE 177 ADVANCED MICRO DEVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 245
TABLE 178 ADVANCED MICRO DEVICES, INC.: PRODUCT LAUNCHES 247
TABLE 179 ADVANCED MICRO DEVICES, INC.: DEALS 248

TABLE 180 INTEL CORPORATION: COMPANY OVERVIEW 250
TABLE 181 INTEL CORPORATION: PRODUCTS/SOLUTIONS/SERVICES OFFERED 251
TABLE 182 INTEL CORPORATION: PRODUCT LAUNCHES 254
TABLE 183 INTEL CORPORATION: DEALS 256
TABLE 184 SK HYNIX INC.: COMPANY OVERVIEW 258
TABLE 185 SK HYNIX INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERING 258
TABLE 186 SK HYNIX INC.: PRODUCT LAUNCHES 259
TABLE 187 SK HYNIX INC.: DEALS 260
TABLE 188 SK HYNIX INC.: OTHER DEVELOPMENTS 260
TABLE 189 SAMSUNG: COMPANY OVERVIEW 262
TABLE 190 SAMSUNG: PRODUCTS/SOLUTIONS/SERVICES: PRODUCT OFFERED 263
TABLE 191 SAMSUNG: PRODUCT LAUNCHES 266
TABLE 192 SAMSUNG: DEALS 268
TABLE 193 MICRON TECHNOLOGY, INC.: COMPANY OVERVIEW 270
TABLE 194 MICRON TECHNOLOGY, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 271
TABLE 195 MICRON TECHNOLOGY, INC.: PRODUCT LAUNCHES 272
TABLE 196 MICRON TECHNOLOGY, INC.: DEALS 274
TABLE 197 APPLE INC.: COMPANY OVERVIEW 275
TABLE 198 APPLE INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 276
TABLE 199 APPLE INC.: PRODUCT LAUNCHES 277
TABLE 200 APPLE INC.: DEALS 279
TABLE 201 QUALCOMM TECHNOLOGIES, INC.: COMPANY OVERVIEW 280
TABLE 202 QUALCOMM TECHNOLOGIES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 281
TABLE 203 QUALCOMM TECHNOLOGIES, INC.: PRODUCT LAUNCHES 284
TABLE 204 QUALCOMM TECHNOLOGIES, INC.: DEALS 285
TABLE 205 HUAWEI TECHNOLOGIES CO., LTD.: COMPANY OVERVIEW 287
TABLE 206 HUAWEI TECHNOLOGIES CO., LTD.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 288
TABLE 207 HUAWEI TECHNOLOGIES CO., LTD.: PRODUCT LAUNCHES 289
TABLE 208 HUAWEI TECHNOLOGIES CO., LTD.: DEALS 290
TABLE 209 GOOGLE: COMPANY OVERVIEW 291
TABLE 210 GOOGLE: PRODUCTS/SOLUTIONS/SERVICES OFFERED 292
TABLE 211 GOOGLE: PRODUCT LAUNCHES 293
TABLE 212 GOOGLE: DEALS 294
TABLE 213 AMAZON WEB SERVICES, INC.: COMPANY OVERVIEW 295
TABLE 214 AMAZON WEB SERVICES, INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED 296
TABLE 215 AMAZON WEB SERVICES, INC.: PRODUCT LAUNCHES 296
TABLE 216 AMAZON WEB SERVICES, INC.: DEALS 297
TABLE 217 TESLA: COMPANY OVERVIEW 299
TABLE 218 TESLA: PRODUCTS/SOLUTIONS/SERVICES OFFERED 300
TABLE 219 MICROSOFT: COMPANY OVERVIEW 301
TABLE 220 MICROSOFT: PRODUCTS/SOLUTIONS/SERVICES OFFERED 302
TABLE 221 MICROSOFT: PRODUCT LAUNCHES 303
TABLE 222 MICROSOFT: DEALS 303

TABLE 223 META: COMPANY OVERVIEW 305
TABLE 224 META: PRODUCTS/SOLUTIONS/SERVICES OFFERED 306
TABLE 225 META: PRODUCT LAUNCHES 307
TABLE 226 META: DEALS 307
TABLE 227 T-HEAD: COMPANY OVERVIEW 308
TABLE 228 T-HEAD: PRODUCTS/SOLUTIONS/SERVICES OFFERED 308
TABLE 229 IMAGINATION TECHNOLOGIES: COMPANY OVERVIEW 309
TABLE 230 IMAGINATION TECHNOLOGIES: PRODUCTS/SOLUTIONS/SERVICES OFFERED 309
TABLE 231 IMAGINATION TECHNOLOGIES: PRODUCT LAUNCHES 310
TABLE 232 IMAGINATION TECHNOLOGIES: DEALS 310
TABLE 233 GRAPHCORE: COMPANY OVERVIEW 311
TABLE 234 GRAPHCORE: PRODUCTS/SOLUTIONS/SERVICES OFFERED 311
TABLE 235 GRAPHCORE: PRODUCT LAUNCHES 312
TABLE 236 GRAPHCORE: DEALS 312
TABLE 237 CEREBRAS: COMPANY OVERVIEW 313
TABLE 238 CEREBRAS: PRODUCTS/SOLUTIONS/SERVICES OFFERED 313
TABLE 239 CEREBRAS: PRODUCT LAUNCHES 313
TABLE 240 CEREBRAS: DEALS 314
TABLE 241 AI CHIP MARKET: RESEARCH ASSUMPTIONS 334

LIST OF FIGURES

FIGURE 1 AI CHIP MARKET SEGMENTATION AND REGIONAL SCOPE 31
FIGURE 2 MARKET SCENARIO 36
FIGURE 3 AI CHIP MARKET, 2022–2032 37
FIGURE 4 MAJOR STRATEGIES ADOPTED BY KEY PLAYERS IN AI CHIP MARKET, 2021–2025 37
FIGURE 5 DISRUPTIONS INFLUENCING AI CHIP MARKET GROWTH 38
FIGURE 6 AI CHIP MARKET: HIGH-GROWTH SEGMENTS, 2025–2032 38
FIGURE 7 ASIA PACIFIC TO LEAD MARKET BY 2032 39
FIGURE 8 INCREASING PENETRATION OF AI SERVERS TO DRIVE MARKET 40
FIGURE 9 GPU SEGMENT TO DOMINATE MARKET FROM 2025 TO 2032 40
FIGURE 10 INFERENCE SEGMENT TO LEAD MARKET DURING FORECAST PERIOD 41
FIGURE 11 DATA CENTERS SEGMENT TO DOMINATE MARKET DURING FORECAST PERIOD 41
FIGURE 12 INFERENCE SEGMENT AND CHINA TO HOLD LARGEST MARKET SHARES
IN ASIA PACIFIC IN 2032 42
FIGURE 13 CHINA TO RECORD HIGHEST CAGR DURING FORECAST PERIOD 42
FIGURE 14 AI CHIP MARKET: DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES 43
FIGURE 15 AI CHIP MARKET: IMPACT ANALYSIS OF DRIVERS 47
FIGURE 16 NVIDIA DATACENTER GPU POWER CONSUMPTION IN TDP 49
FIGURE 17 INTEL DATACENTER GPU POWER CONSUMPTION IN TDP 49
FIGURE 18 AI CHIP MARKET: IMPACT ANALYSIS OF RESTRAINTS 50
FIGURE 19 AI CHIP MARKET: IMPACT ANALYSIS OF OPPORTUNITIES 53
FIGURE 20 AI CHIP MARKET: IMPACT ANALYSIS OF CHALLENGES 55
FIGURE 21 AI CHIP MARKET: PORTER’S FIVE FORCES ANALYSIS 60
FIGURE 22 AI CHIP MARKET: VALUE CHAIN ANALYSIS 65
FIGURE 23 AI CHIP MARKET: ECOSYSTEM ANALYSIS 67
FIGURE 24 AVERAGE SELLING PRICE OF COMPUTE, BY KEY PLAYERS, 2024 (USD) 70
FIGURE 25 AVERAGE SELLING PRICE TREND OF GPU, BY REGION, 2021–2024 71
FIGURE 26 AVERAGE SELLING PRICE TREND OF CPU, BY REGION, 2021–2024 72
FIGURE 27 AVERAGE SELLING PRICE TREND OF FPGA, BY REGION, 2021–2024 72
FIGURE 28 IMPORT SCENARIO FOR HS CODE 854231-COMPLIANT PRODUCTS
IN TOP 5 COUNTRIES, 2020–2024 73
FIGURE 29 EXPORT SCENARIO FOR HS CODE 854231-COMPLIANT PRODUCTS
IN TOP 5 COUNTRIES, 2020–2024 74
FIGURE 30 REVENUE SHIFTS AND NEW REVENUE POCKETS FOR AI CHIP MARKET PLAYERS 76
FIGURE 31 INVESTMENT AND FUNDING SCENARIO, 2021–2025 (USD MILLION) 76
FIGURE 32 CPU SERVERS: BILL OF MATERIALS (BOM) SHARE, 2024 86
FIGURE 33 NVIDIA A100 SERVERS: BILL OF MATERIALS (BOM) SHARE, 2024 88
FIGURE 34 NVIDIA H100 SERVERS: BILL OF MATERIALS (BOM) SHARE, 2024 89
FIGURE 35 GLOBAL OVERALL SERVER AND AI SERVER SHIPMENTS,
2021–2032 (THOUSAND UNITS) 90

FIGURE 36 UPCOMING DEPLOYMENT OF DATA CENTERS BY CLOUD SERVICE PROVIDERS (CSPS) IN VARIOUS REGIONS 90
FIGURE 37 CAPEX AND IT EQUIPMENT SPENDS BY GLOBAL CSPS/HYPERSCALERS,
2020–2030 (USD BILLION) 91
FIGURE 38 CAPEX OF TOP CSPS/HYPERSCALERS, 2024 91
FIGURE 39 GLOBAL IT EQUIPMENT SPENDS BY CSPS/HYPERSCALERS, 2024 92
FIGURE 40 AI SERVER PROCUREMENT BY CSPS, 2021–2030 (THOUSAND UNITS) 92
FIGURE 41 NVIDIA AI CHIPS WITH HIGH-BANDWIDTH MEMORY 94
FIGURE 42 AI CHIP MARKET: PATENTS APPLIED AND GRANTED, 2014–2025 98
FIGURE 43 AI CHIPS DECISION-MAKING FACTORS 113
FIGURE 44 INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP THREE END USERS 114
FIGURE 45 KEY BUYING CRITERIA FOR TOP THREE END USERS 115
FIGURE 46 ADOPTION BARRIERS AND INTERNAL CHALLENGES 116
FIGURE 47 GPU SEGMENT TO DOMINATE MARKET DURING FORECAST PERIOD 119
FIGURE 48 HBM SEGMENT TO REGISTER HIGHER CAGR THAN DDR SEGMENT
DURING FORECAST PERIOD 133
FIGURE 49 NIC/NETWORK ADAPTERS SEGMENT TO LEAD MARKET DURING
FORECAST PERIOD 139
FIGURE 50 MACHINE LEARNING SEGMENT TO LEAD MARKET DURING FORECAST PERIOD 144
FIGURE 51 INFERENCE SEGMENT TO DOMINATE MARKET DURING FORECAST PERIOD 161
FIGURE 52 DATA CENTERS SEGMENT TO DOMINATE MARKET DURING FORECAST PERIOD 166
FIGURE 53 ASIA PACIFIC TO BE FASTEST-GROWING MARKET DURING FORECAST PERIOD 181
FIGURE 54 NORTH AMERICA: AI CHIP MARKET SNAPSHOT 183
FIGURE 55 EUROPE: AI CHIP MARKET SNAPSHOT 189
FIGURE 56 ASIA PACIFIC: AI CHIP MARKET SNAPSHOT 197
FIGURE 57 REVENUE ANALYSIS OF TOP THREE PLAYERS, 2021–2024 (USD MILLION) 213
FIGURE 58 COMPUTE MARKET SHARE, 2024 214
FIGURE 59 MEMORY (HBM) MARKET SHARE, 2024 216
FIGURE 60 COMPANY VALUATION, 2026 218
FIGURE 61 FINANCIAL METRICS (EV/EBITDA), 2026 218
FIGURE 62 AI CHIP MARKET: BRAND/PRODUCT COMPARISON 219
FIGURE 63 AI CHIP MARKET: COMPANY EVALUATION MATRIX (KEY PLAYERS), 2024 221
FIGURE 64 AI CHIP MARKET: COMPANY FOOTPRINT, 2024 222
FIGURE 65 AI CHIP MARKET: COMPANY EVALUATION MATRIX (STARTUPS/SMES), 2024 230
FIGURE 66 NVIDIA CORPORATION: COMPANY SNAPSHOT 238
FIGURE 67 ADVANCED MICRO DEVICES, INC.: COMPANY SNAPSHOT 245
FIGURE 68 INTEL CORPORATION: COMPANY SNAPSHOT 251
FIGURE 69 SAMSUNG: COMPANY SNAPSHOT 263
FIGURE 70 MICRON TECHNOLOGY, INC.: COMPANY SNAPSHOT 271
FIGURE 71 APPLE INC.: COMPANY SNAPSHOT 276
FIGURE 72 QUALCOMM TECHNOLOGIES, INC.: COMPANY SNAPSHOT 281
FIGURE 73 HUAWEI TECHNOLOGIES CO., LTD.: COMPANY SNAPSHOT 288

FIGURE 74 GOOGLE: COMPANY SNAPSHOT 292
FIGURE 75 AMAZON WEB SERVICES, INC.: COMPANY SNAPSHOT 295
FIGURE 76 TESLA: COMPANY SNAPSHOT 300
FIGURE 77 MICROSOFT: COMPANY SNAPSHOT 302
FIGURE 78 META: COMPANY SNAPSHOT 306
FIGURE 79 AI CHIP MARKET: RESEARCH DESIGN 326
FIGURE 80 AI CHIP MARKET: RESEARCH FLOW 330
FIGURE 81 AI CHIP MARKET: BOTTOM-UP APPROACH 331
FIGURE 82 MARKET SIZE ESTIMATION METHODOLOGY (SUPPLY SIDE): REVENUE GENERATED BY AI CHIP MANUFACTURERS 332
FIGURE 83 AI CHIP MARKET: TOP-DOWN APPROACH 333
FIGURE 84 DATA TRIANGULATION 333

LIST OF ABBREVIATIONS

ABBREVIATION FULL FORM
ACM Association for Computing Machinery
ADAS Advanced Driver Assistance Systems
AI Artificial Intelligence
AIoT Artificial Intelligence of Things
AIP Advanced Intelligence Project
ANSI American National Standards Institute
APAC Asia Pacific
AR Augmented Reality
ASIC Application-Specific Integrated Circuit
ASP Average Selling Price
ASTM American Society for Testing and Materials
BFSI Banking, Financial Services, and Insurance
BOM Bill of Materials
CAGR Compounded Annual Growth Rate
CGAN Conditional Generative Adversarial Network
CNN Convolutional Neural Network
CPU Central Processing Unit
CRF Conditional Random Field
CSP Cloud Service Provider
DDR Double Data Rate
DIMM Dual In-Line Memory Module
DP Data Processing
DRAM Dynamic Random Access Memory
EDA Electronic Design Automation
EDMASA Electronics Developers and Manufacturers Association of South Africa
EMEA Europe, Middle East and Africa
EMIB Embedded Multi-die Interconnect Bridge
ESIA European Semiconductor Industry Association
EU European Union
FDI Foreign Direct Investment
FPGA Field Programmable Gate Array
FSD Full Self-Driving
GAN Generative Adversarial Network
GB Gigabyte
Gbps Gigabytes Per Second
GCC Gulf Cooperation Council
GCC Gulf Cooperation Council
GDP Gross Domestic Product
GDPR General Data Protection Regulation
GenAI Generative Artificial Intelligence
GMM Gaussian Mixture Models
GPT Generative Pre-trained Transformer
GPU Graphics Processing Unit
GRU Gated Recurrent Unit
HBM High-bandwidth Memory
HMM Hidden Markov Model
HPC High Performance Computing
IC Integrated Circuit
ICI Interchip Interconnect
ICL Interchip Link
IDM Integrated Device Manufacturer
IEC International Electrotechnical Commission
IEC International Electrotechnical Commission
IEEE Institute of Electrical and Electronics Engineers
IMDB In-memory Database
IoT Internet of Things
IP Intellectual Property
IPU Intelligent Processing Unit
ISO International Organization for Standardization
IVI In-vehicle Infotainment
JEITA Japan Electronics and Information Technology Industries Association
KAIST Korea Advanced Institute of Science & Technology
KCDO Koita Centre for Digital Oncology
KW Kilowatt
LiDAR Light Detection and Ranging
LLM Large Language Model
LPU Language Processing Unit
LSTM Long Short-Term Memory
MEITY Ministry of Electronics & Information Technology
ML Machine Learning
MoE Mixture of Experts
MTIA Meta Training and Inference Accelerator
NAFTA North American Free Trade Agreement
NCG National Cancer Grid
NIC Network Interface Card
NIST National Institute of Standards and Technology
NLP Natural Language Processing
nm Nanometer
NPU Neural Processing Unit
OAI Office for Artificial Intelligence
PC Personal Computer
PCB Printed Circuit Board
PUE Power Usage Effectiveness
R&D Research and Development
RNN Recurrent Neural Network
SDAIA Saudi Data and Artificial Intelligence Authority
SIA Semiconductor Industry Association
SLM Small Language Model
SoC System-on-Chip
SSD Solid-state Drive
TCO Total Cost of Ownership
TDP Thermal Design Power
TFLOPS Teraflops
TPU Tensor Processing Unit
TSIA Taiwan Semiconductor Industry Association
TWh Terawatt-hour
UAE United Arab Emirates
USD United States Dollar
VAE Variational Autoencoder
VPU Vision Processing Unit
VR Virtual Reality
W Watt
WFE Wafer Fabrication Equipment
WHO World Health Organization
WSE Wafer Scale Engine

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