#223 Kai Beckmann: Why Next-Gen Chips Are Critical for AI’s Future

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In this episode of the Eye on AI podcast, we explore the cutting-edge world of semiconductor innovation and its role in the future of artificial intelligence with Kai Beckmann, CEO of Merck KGaA.

Kai takes us on a journey into the heart of semiconductor manufacturing, revealing how next-generation chips are driving the AI revolution. From the complex process of creating advanced chips to the increasing demands of AI on semiconductor technology, Kai shares how Merck is pioneering materials science to unlock unprecedented levels of computational power.

Throughout the conversation, Kai explains how AI’s growth is reshaping the semiconductor industry, with innovations like edge AI, heterogeneous integration, and 3D chip architectures pushing the boundaries of performance. He highlights how Merck is using artificial intelligence to accelerate material discovery, reduce experimentation cycles, and create smarter, more efficient processes for the chips that power everything from smartphones to data centers.

Kai also delves into the global landscape of semiconductor manufacturing, discussing the challenges of supply chains, the cyclical nature of the industry, and the rapid technological advancements needed to meet AI’s demands. He explains why the semiconductor sector is entering the "Age of Materials," where breakthroughs in materials science are enabling the next wave of AI-driven devices.

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(00:00) Introduction 

(02:48) Merck KGaA

(05:21) Foundations of Semiconductor Manufacturing  

(07:57) How Chips Are Made

(09:24) Exploring Materials Science

(13:59) Growth and Trends in the Semiconductor Industry  

(15:44) Semiconductor Manufacturing  

(17:34) AI’s Growing Demands on Semiconductor Tech

(20:34) The Future of Edge AI 

(22:10) Using AI to Disrupt Material Discovery  

(24:58) How AI Accelerates Innovation in Semiconductors  

(27:32) Evolution of Semiconductor Fabrication Processes  

(30:08) Advanced Techniques: Chiplets, 3D Stacking, and Beyond  

(32:29) Merck’s Role in Global Semiconductor Innovation  

(34:03) Major Markets for Semiconductor Manufacturing  

(37:18) Challenges in Reducing Latency and Energy Consumption  

(40:21) Exploring New Conductive Materials for Efficiency