TechInsights predicts that 2 nanometers will become the focus in 2025.

TechInsights wrote that the rise of Edge AI is reshaping the market landscape, and it is expected that NVIDIA Corporation (NVDA.US) will continue to maintain a leading position in the AI field, although its dominance will slightly decline. By 2025, custom accelerators from hyperscale data centers will pose the biggest threat to NVIDIA Corporation. As for other commercial chip suppliers like Intel Corporation (INTC.US) and AMD (AMD.US), their challenge will come from accelerators manufactured with a brand new 2-nanometer process, although these accelerators may not appear until 2026. With Intel Corporation moving towards a 2-nanometer manufacturing process, the rise of RISC-V and ARM, the chip sector is rapidly evolving. Despite the slow progress in AI applications, the competition for NPUs in PCs and at the edge will continue. In the PC sector, TechInsights predicts that the competition for NPUs will continue. If Arm's lawsuit continues (the company is likely to appeal), then this competition will only be between AMD and Intel Corporation for Windows devices. If the court case is resolved quickly, there may be some interesting new participants using the Arm architecture to join the competition. The market for low-power AI edge and Internet of Things applications is already saturated, and some suppliers will exit. RISC and FPGA momentum growing It is expected that RISC-V will continue to receive more attention in various devices, partly because companies are hedging the risk of relying solely on the Arm architecture, while the FPGA market is expected to revive. Foundry business competition intensifying, with the first batch of 2nm devices shipping Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR holds a dominant position in the market, but in the advanced foundry manufacturing field, it will face tough competition. Intel Corporation, Samsung, and newcomer Rapidus will all seek to acquire customers using the brand new 2nm foundry process. Intel Corporation will be the first to launch its 18A process, with the first batch of 2nm devices expected to ship in 2025, starting with Intel Corporation's Panther Lake chip. Intel Corporation making a comeback Intel Corporation's 18A process is laying the foundation for improvements to its troubled product line, and Panther Lake will be the first true test of these improvements. Intel Corporation faces many challenges in 2024, especially with its AI accelerator product (Gaudi3), and Intel Corporation will not launch AI accelerator products in 2025, instead temporarily exiting the market and planning to return in 2026 with Jaguar Shores. Due to its low AI revenue, this move will not have a substantial impact. Intel Corporation's more energy-efficient design and 18A process may help turn the tide, but the extent of its rebound will depend on the strategy and process quality of the next CEO.