Does AI Depend on Wafers?


June 12, 2024

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We often say today's technologies depend highly on wafers, but now we’d like to highlight to what extent, specifically AI technologies. These took the world by surprise last year and are highly dependent on silicon wafer processing.

Wafers are redefining technology, and among all the industries that demand wafers, AI can grow to become another important player. Here’s why:

How does silicon wafer processing affect IA

Semiconductors and Artificial Intelligence

The global wafer shortage has various implications for artificial intelligence (AI). Generative AI and other AI models require significant computer resources for both training and inference—that is, making predictions.

These resources depend on integrated circuits of all kinds, and silicon wafers are the fundamental building blocks for chips. As demand for AI and gen AI applications increases, there’s a proportional increase in computer and semiconductor demand.  

Experts estimate that Gen AI applications create a potential supply gap of one to four million wafers. To close this gap, three to nine new labs will need to be opened by 2030.

silicon wafer processing shortage and it's dangers to IA

The Growing Importance of Silicon Wafer Processing

Chip and wafer shortages have the power to seriously hinder the world’s development in the upcoming years. As of today, there are simply not enough providers to fulfill the requirements of all the industries that depend on semiconductors and the integrated circuits built with them. However, we’re eager to see what the next few years will bring here at Wafer World.

If you’re interested in learning more about silicon wafer processing, give us a call!

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