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From Training to Inference to Perception: The Still-Overlooked Chip Driving the Next AI Supercycle
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From Training to Inference to Perception: The Still-Overlooked Chip Driving the Next AI Supercycle
The semiconductor industry has been the critical infrastructure enabler of the artificial intelligence revolution. From 2023 to 2025, logic processing semiconductors such as GPUs—primarily used for model training—saw the greatest momentum, turning market leaders such as NVIDIA into household names. Then, starting in late-2025, the momentum shifted to memory semiconductors. As AI transitioned from training to inference, it necessitated immense am…
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