Russian Federation
In recent years, artificial intelligence chips have gained strategic importance for many countries. This article analyzes the global semiconductor market, focusing on devices designed to solve artificial intelligence problems. The need to study this market lies in understanding the structural changes occurring amidst the technological race between leading nations. The study examines the main types of AI chips – GPUs, ASICs, FGPA, and NPUs – along with their advantages and disadvantages. The competitive landscape is analyzed, identifying key players and their market shares. Data from companies’ financial reports and a European Commission document were used to calculate concertation indices and determine the market type based on competition. The article highlights the global competition in the AI chip market between the United States and China, and also analyzes the state of the Russian chip market. A 10-year forecast for the market’s development is provided, outlining growth drivers and restraining factors.
artificial intelligence, AI chips, GPU, ASIC, market shares
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