PSA Technology: The Economics and Implications of the Semiconductor, Data and AI Feedback Loop
Positive feedback loops have occurred three times in the history of semiconductors. The first is between the CPU and DRAM and the resulting personal computer boom. The second time was between CPUs, DRAM and data and led to the smartphone boom. The third time is between semiconductors, data and artificial intelligence, and is getting underway. While these feedback loops have predictable big picture outcomes – it wasn't hard to predict the success of the personal computer in 1981 or the smartphone in 2010 – the economics behind these feedback loops mean even predicting which technology sectors end up winning is not as obvious as it might seem, let alone predicting which companies end up as winners. This in-depth report goes through the underlying economics, looks at the lessons of the previous feedback loops, and applies those lessons to the various runners and riders in the AI race.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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