AI Booming is Fueling Interface IP 17% YoY Growth
AI explosion is clearly driving semi-industry since 2020. AI processing, based on GPU, need to be as powerful as possible, but a system will reach optimum only if it can rely on top interconnects. The various sub-system parts (memory, processor, co-processor, network) need to be connected with interface links with ever more bandwidth and lower latency: DDR5 or HBM memory controller, PCIe and CXL, 224G SerDes and so on. When you design a supercomputer, raw processing power is important, but the way you access memory, latency and network speed optimization will allow you to succeed. It’s the same with AI, that’s why interconnects protocols are becoming key.
In 2023, the semiconductor market declined, but the interface IP segment grew by 17%. Our forecast shows stronger growth for years 2024 to 2028, comparable to 20% growth in the 2020’s. AI is driving the semiconductor industry and Interconnect protocols efficiency are fueling AI performance. Virtuous cycle!
To read the full article, click here
Related Semiconductor IP
- TSMC 7nm 0V75 / 0V9 ESD Local Clamp – Low Cap
- TSMC 65nm 3V3 ESD Local Clamp – Rad Hard
- TSMC 5nm 1V8, 1.2V and 0.9V ESD Local Protection – Low Cap
- TSMC 3nm 3V3 ESD Local Clamp
- TSMC 3nm 1V2 ESD Local Clamp – Low Capacitance
Related Blogs
- AI Booming is Fueling Interface IP 23.5% YoY Growth
- Interface IP Protocols: Status (2013), CAGR (2008/2013) & Forecast (to 2020)
- IPnest Forecast Interface IP Category Growth to $2.5B in 2025
- eTopus attended TSMC 2025 Symposium and showcased high-speed interface IP solutions
Latest Blogs
- Beyond Trusted: What the NSA’s New Guidance Means for Hardware Security
- A scalable, shader-programmable vector graphics GPU core for low-power MCUs
- Navigating ISO 26262 Part 11: A Guide for Semiconductor Architects
- Embedded Security explained: Digital signatures
- Hardware security verification must go beyond functional testing