Semiconductors and the future of AI

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts The significant innovation in the semiconductor industry over the years has undoubtedly enabled the huge advances in artificial intelligence. But where do we go from here? Will more efficient and better performing chips be enough to satisfy the requirements of AI models? In this episode, Helen Freer, Investment Writer, talks to Luca Menozzi, Next Generation Analyst, about what the transition to a new era in computing architecture might mean for the future of AI.01:14 Has innovation in the semiconductor industry enabled the advances in AI?02:45 What is Moore’s law?03:38 What’s the scope for chips to shrink further?04:41 Why do some industry experts believe that Moore’s law is dead?05:53 Will the advances be enough to satisfy the requirements of AI models?06:39 Are bottlenecks expected that might hinder the future growth of AI?07:42 Who is buying the chips?08:24 Is the demand for semiconductors set to increase?09:24 ConclusionsWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.