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Daily Report : (PDF) Mckinsey - Silicon Squeeze : AI’s Impact On The Semiconductor Industry
[Daily Report]
2025/05/07 09:11
1. Mckinsey 보고서 – Silicon Squeeze: AI가 반도체 산업에 미친 영향 AI 수요 급증, 산업 이익 편중 심화: AI 관련 수요가 반도체 산업 전반의 경제적 수익을 확대했지만, 2024년 전체 이익의 100%가 상위 5% 기업에 집중되었고, 나머지 95% 기업은 성장 정체 및 수익 악화에 직면. 중위권 기업의 이익 감소세 뚜렷: 팬데믹 시기 단기 수혜를 누렸던 중위권 기업들의 경제적 가치는 2021년 평균 $130M에서 2024년 $17M으로...
(PDF) Mckinsey - Silicon Squeeze : AI’s Impact On The Semiconductor Industry
[Business]
2025/05/07 09:10
AI has generated explosive growth in the semiconductor industry, but only the top 5 percent of companies have benefited. How can the rest of the industry catch up?[Image description: A stacked column chart shows economic profit and loss in the semiconductor industry from 2000 to 2024. The aggregate economic profit from 2000 to 2009 was $38 billion, with a margin—aggregate economic profit divid...
Visa Gives AI Shopping Agents ‘Intelligent Commerce’ Superpowers
[Business]
2025/05/07 09:09
Visa wants the next wave of agentic artificial intelligence (AI) to do more than curate a dream vacation or the perfect outfit to wear for it. It wants it to pick up the tab.Unveiled Wednesday (April 30) at the company’s Global Product Drop, the Visa Intelligent Commerce program opens the network’s rails to developers building AI agents that search, recommend and now pay on behalf of consumer...
Your Next Accessory Could be Made From Real T. Rex
[Product]
2025/05/07 09:08
Experts say the chances of growing T. rex leather anytime soon look less than likely. When scientists do eventually lab-grow fossilized dinosaur collagen, it will be expensive.When it roamed the Earth 80 million years ago, a 40-foot-long Tyrannosaurus rex was one of nature's most terrifying prospects. Soon, it could be a purse.A group of researchers and bio-engineers in the U.K. say they’re wo...
Top 10 Generative Artificial Intelligence Job Titles : Rise of the GenAI Consultant
[Consumer]
2025/05/07 09:07
Growth in GenAI roles over the past year has been driven by consultants who are likely intended to help implement the tools, rather than develop them.While GenAI terms appear in only about three in every 1,000 job postings, they are growing rapidly. The share of US job postings mentioning GenAI or related terms has skyrocketed over the past year, up 170% from January 2024 to January 2025. Softw...
Lightrun Grabs $70M Using AI to Debug Code in Production
[Investing]
2025/05/07 09:06
AI-based coding has exploded in popularity on the promise that it will make developers’ jobs faster and easier. But AI coding has also resulted in something else: a vast increase in lines of code, and thus the likelihood of bugs resulting in crashes or other mishaps.On Monday, an Israeli startup called Lightrun, which has built an observability platform to identify and debug (remediate) code b...
Swiss Start-Up Sun-Ways Inaugurates First Rail Track Solar Power Project
[Tech]
2025/05/07 09:05
Switzerland's first removable solar power facility on a railway line has been inaugurated in the canton of Neuchâtel.Passenger trains will be travelling over a photovoltaic installation that has been laid between the tracks.The space that remains unused between the two tracks will produce electricity from 100% renewable solar sources, according to Vaud-based start-up Sun-Ways.The system has en...
Gen Z x AI : Consciousness, Careers, and Chatbot Confessions
[Consumer]
2025/05/07 09:04
Gen Z has embraced AI, and for good reason—it can fuel our creativity, take on tedious tasks, and provide instant answers to just about any question. Yet, fears remain over whether the Terminator will come to fruition or if there will be any jobs left once automation fulfills its potential.62% of Gen Zers use artificial intelligence to assist them at work, but 21% have shared sensitive company...
Dengue Fever Test Kit for Remote Areas With Limited Medical Facilities and Healthcare Professionals
[Design]
2025/05/07 09:03
As climate change, dengue fever is also spreading rapidly in certain new regions, especially in remote areas such as South Asia, Latin America, or Africa. Many countries face multiple barriers to healthcare access, especially during dengue outbreaks due to limited medical facilities as well as shortage of healthcare professionals.Existing solutions on the market still require involvement from h...
