Integrated Insights&GSA：2024人工智能、全球竞争与半导体行业的未来报告（英文版）

Our findings showcase our industry’s remarkable sense of optimism, driven by robust growth and stable margins. Meeting the demand for artificial intelligence (AI) solutions remains paramount, with companies re-tooling their investments and “picking up the pace” to keep abreast of the rapidly changing market. Respondents, especially in Asia, believe that hardware — specifically the GPUs and CPUs fueling the AI boom — represents the most attractive segment in the AI technology stack. Respondents f