[Click eStock] "Maccus, Expected to Benefit from AI Semiconductor Growth"

ResearchAlum forecasted on the 13th that the demand for FPGA semiconductors, a type of non-memory semiconductor, will increase as artificial intelligence (AI) technology advances. They analyzed that Makus, a non-memory semiconductor solution company, will benefit from this trend.

Researcher Kim Jaemu of ResearchAlum explained, "We import and sell products from global semiconductor specialists such as Xilinx, RENESAS, and MACOM in Korea," adding, "We provide solutions to help client companies develop products through education and technical support from the early stages of development."

He continued, "Strategically, we also bring in semiconductor items that have not yet been domestically produced and select semiconductors suitable for client product specifications," adding, "Makus's performance is mainly linked to the demand for FPGA (Field Programmable Gate Array) semiconductors."

Furthermore, he emphasized, "The main demand comes from semiconductor equipment companies supplying Samsung Electronics," and "Demand arises from various front industries such as automotive (ADAS), data centers, artificial intelligence, 5G (relay stations), aerospace, and defense."

Researcher Kim introduced, "AI semiconductors, which are non-memory semiconductors, are broadly classified into CPU, GPU, FPGA, and ASIC," explaining, "Logic semiconductors like CPU and GPU are general-purpose semiconductors, while ASICs are custom-made semiconductors designed for specific purposes." He said, "FPGAs are used in areas that mainstream semiconductors like CPU and GPU cannot handle or where the cost investment to create custom semiconductors is difficult."

He also explained, "FPGA is a non-memory semiconductor with the flexibility to be reprogrammed as needed," adding, "It is chosen when a product needs to be launched quickly to the market." He predicted, "Makus selectively supplies various non-memory semiconductors including FPGA domestically," and "It is expected to grow rapidly as it can perform AI training and inference faster with less power consumption compared to GPUs."

Researcher Kim analyzed, "The AI market penetration of semiconductors such as Intel's CPUs, AMD, and Xilinx's FPGAs is accelerating," and "New AI-dedicated semiconductors (NPU) that did not exist before are also emerging." He stated, "Intel expanded its lineup by acquiring Altera, the second-largest company in the FPGA field," and "AMD acquired Xilinx."