IMEC ITF is one of the semiconductor industry's most influential technology conferences, bringing together researchers, engineers and senior executives from companies including NVIDIA, TSMC, ASML, AMD, Samsung and Microsoft.

In this edition of Amati Insights, Amati fund managers Mikhail Zverev and Graeme Bencke share key takeaways from the event, discussing how advances in semiconductor manufacturing, memory, photonics and AI infrastructure are shaping the future of computing. The discussion also explores emerging themes including physical AI, smart sensors, advanced packaging and the technologies enabling the next generation of artificial intelligence.

We’ve also pulled together a short summary of the discussion which you can read by clicking here.

Warning: Capital at Risk. Professional Investors Only.