The rise of artificial intelligence technology is significantly increasing semiconductor sales around the world. According to data published by the Semiconductor Industry Association (SIA), semiconductor sales reached $166 billion in the third quarter of 2024, an increase of 23% compared to the same period of the previous year. This increase was recorded as the largest quarterly increase since 2016. These figures show how important semiconductor production has become to meet the requirements of artificial intelligence applications and data centers.
Differences in Regional Sales
The global semiconductor market continued to grow in the third quarter of 2024. When we look at regional sales, there were significant increases in some regions, while there was a decrease in some regions. Annual sales in September were as follows:
- America: 46.3% increase
- China: 22.9% increase
- Asia Pacific and Other Regions: 18.4% increase
- Japan: 7.7% increase
- Europe: 8.2% decrease
America and China, in particular, are leaders in the development and application of artificial intelligence technologies. The high demand in these countries contributes greatly to the growth of the semiconductor market. The decline in Europe can be explained by the effects of market conditions and competition.
Impact of Artificial Intelligence Demand
The demand for artificial intelligence data centers and computing power shows that semiconductor production will continue to increase in the coming period. As artificial intelligence applications are used in areas such as big data analysis, machine learning and automation, the need for semiconductor components that support these technologies increases.
Performance of Major Manufacturers
High demand is also affecting major semiconductor manufacturers. For example, companies such as Nvidia produce high-performance graphics processors (GPU) for artificial intelligence applications and announce record revenue figures. This increases the interest of investors and companies in this technology.
Additionally, foundry companies such as TSMC state that there is high demand for cutting-edge production processes such as 3nm. Such advanced processes allow for the production of more efficient and powerful semiconductors, enabling faster and more effective implementation of artificial intelligence applications.
Conclusion
As a result, the AI craze remains a key factor shaping the semiconductor market. Both regional sales increases and the performance of major manufacturers show that growth in this area continues. These trends are expected to continue in the future, and the semiconductor industry will gain further momentum with the development of artificial intelligence technologies.
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