The emergence of DeepSeek, a software-driven AI platform competing with ChatGPT, Google Gemini, and Microsoft Copilot, underscores the growing demand for high-performance computing (HPC) chips. As generative AI models proliferate, they are driving rapid advancements in the semiconductor industry. For Adisyn (ASX: AI1), a leader in graphene-based interconnect technology, this is not a challenge but a monumental opportunity.
Kevin Crofton, a semiconductor industry veteran joining Adisyn’s board, emphasised the transformational potential of AI for the chipmaking sector.
“DeepSeek and its peers are driving the AI revolution at breakneck speed,” said Crofton. “This isn’t competition for us—it’s a catalyst. The more advanced AI models become, the greater the demand for HPC chips that are faster, more efficient, and capable of handling massive data loads. That’s where Adisyn’s technology will shine.”
AI Revolution Spurs Demand for Advanced Chips
Generative AI platforms like DeepSeek rely heavily on GPUs to train and run increasingly complex models. This surge in AI activity places unprecedented pressure on the semiconductor industry to deliver chips with greater speed, efficiency, and scalability.
“AI software can only advance as far as the hardware allows,” Crofton noted. “For the semiconductor industry, the message is clear: the chips of today won’t suffice for tomorrow’s AI demands. That’s why the industry must embrace new materials and architectures to keep pace.”
Adisyn’s graphene-based interconnects, developed by its subsidiary 2D Generation, are designed to meet this challenge. By replacing traditional copper interconnects, which have reached their scalability limits, with graphene—a material known for its unparalleled conductivity, heat dissipation, and strength—Adisyn is setting a new benchmark for the industry.
A Breakthrough for Moore’s Law
Adisyn’s graphene innovations address a critical hurdle in upholding Moore’s Law—the principle that chip performance doubles every two years. As copper struggles to deliver the required miniaturisation and performance gains, Adisyn’s proprietary Atomic Layer Deposition (ALD) process integrates graphene into existing chip fabrication processes, enabling manufacturers to achieve significant performance improvements without overhauling their production lines.
“Graphene interconnects offer a clear path forward by overcoming the physical and thermal limitations of copper,” Crofton said. “With our solution, we’re not just making chips faster; we’re empowering the industry to maintain its historic pace of innovation.”
DeepSeek: A Catalyst for Adisyn’s Vision
Rather than disrupting Adisyn’s trajectory, the rise of DeepSeek and similar platforms amplifies the urgency of its mission. Arye Kohavi, founder and CEO of 2D Generation, views AI as the driving force behind the next wave of semiconductor innovation.
“The world is entering an era where AI models will permeate every industry,” Kohavi said. “The more we integrate AI into our lives, the more we push the limits of the infrastructure—namely, the chips. Our graphene interconnects are designed to meet this critical need for faster, more efficient chips.”
Kohavi, recognised globally for his transformative innovations—including Water-Gen, a TIME Magazine Top 100 Invention—is confident in Adisyn’s ability to reshape the semiconductor industry.
“Graphene isn’t just a better material—it’s a transformative one,” he said. “From powering AI models to enabling autonomous vehicles and advancing telecommunications, our technology is at the forefront of a massive shift in what semiconductors can achieve.”
Positioning for the Future
As the global semiconductor market surges toward $1 trillion in annual revenue by 2030, Adisyn is positioning itself as a critical enabler of this new era of computing.
“AI platforms aren’t just creating demand for better chips—they’re creating demand for the best,” Crofton concluded. “Adisyn’s graphene solution ensures that as AI transforms the world, the chips driving that transformation will be ready to keep up.”
With the strategic insight of Kevin Crofton and the visionary leadership of Arye Kohavi, Adisyn is poised to lead the industry into a new age of high-performance, graphene-enabled computing—one layer at a time.
Contact details:
David Tasker
Chapter One Advisors
E: [email protected]
T: +61 433 112 936
