The boom of AI has transferred semiconductor supply to destination areas, with significant consequences for some limited markets. AI chips have become the new challenge for the semiconductor industry. Companies like Siltronic have significantly increased their sales over the past months, thus reinforcing their global market position.

This growth occurred precisely when other industries, such as smartphones and computers, are losing ground in terms of sales volume. The AI has generated a strong need for advanced semiconductors, especially in server AI services. This has pushed companies to dedicate more of their production to AI services, making it harder to find resources for other markets.

The 'AI' effect has had a significant impact on many markets. In particular, the server AI sector has seen a remarkable increase, consuming approximately three to four times more silicon area than traditional servers. This has led to a great demand for advanced semiconductors.

The boom of AI has led to negative consequences. Some limited markets, such as smartphones and computers, are losing ground in terms of sales volume. This has led to a network of economic and competitiveness problems.

However, despite this situation, the semiconductor industry continues to grow. Michael Heckmeier, CEO of Siltronic, emphasized that AI generates a certain debt, but it does not offset it. Instead, it creates a certain debt that can be managed through a natural equilibrium between different markets.

The 'AI' effect has made it necessary to approach market management differently. Companies must consider the need to find new destination areas for their productions, each with its own demand and supply balance. Finding alternative solutions has become an important task for the semiconductor industry.

Companies must look for ways to strengthen limited markets without compromising the general growth of the industry.