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IoT Was Interesting, But Follow the Money to AI Chips

February 20, 2019 / KURT SHULER

A few years ago there was a lot of buzz about IoT, and indeed it continues to serve a role, but looking out to 2025 the real dollar growth for the semiconductor industry is in algorithm-specific ASICs, ASSPs, SoCs, and accelerators for Artificial Intelligence (AI), from the data center to the edge. In fact, the up-coming change in focus will be so radical, that by the 2025 timeframe, a full five sixths of the growth in semiconductors is going to be the result of AI.