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What to Expect from the Semiconductor Industry in 2024 (with Ian Cutress)
Manage episode 405922773 series 3556820
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neXt Curve's Leonard Lee and Ian Cutress, Chief Analyst of More Than Moore discuss Ian's thoughts on what will matter in 2024 and how industry and technology trends will shape the dynamic of the markets that will form around AI, in particular generative AI which was such a force in 2023. How will the AI tech matter to end users in 2024? Tune in and find out!
Leonard and Ian discuss:
* Introducing the Young Guns of Silicon Series (00:42)
* Introducing Ian Cutress, Chief Analyst at More Than Moore (02:25)
* Ian stumbles upon a killer generative AI use case (04:32)
* A Young Guns of Silicon take on what will be hot in semis in 2024 (05:30)
* What is beyond LLMs? Why will it matter for end users? (09:45)
* What is real and what is hype in AI, especially generative AI? (11:00)
* The generative AI rush: platinum picks without maps (13:54)
* What tech and industry trends has Ian excited in 2024? Sustainable AI, chiplets, and new architectures (15:30)
* Ian and Leonard battle on the AI PC (24:19)
* The killer AI PC app (26:19)
* What is the net new of the AI PC? (28:55)
* The key for AI PC - Experience (32:40)
Check out Ian Cutress' research and media at www.iancutress.com
Check out More Than Moore at www.more-moore.com
Check out his YouTube channel Tech Tech Potato - @TechTechPotato
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