The semiconductor sector is at the heart of a revolution, with the emergence of DeepSeek adding to the growing momentum of artificial intelligence. DeepSeek, a software-driven AI platform that competes with the likes of ChatGPT, Google Gemini, and Microsoft Copilot, represents the rapid expansion of generative AI models globally. DeepSeek’s growth signals a significant shift in how GPUs are applied in powering AI. This shift brings enormous implications for High-Performance Computing (HPC) chips—the core arena where Adisyn (ASX: AI1) is innovating.
For Adisyn, a company developing graphene-based interconnect technology, the rising proliferation of AI is not a challenge but a monumental opportunity. Kevin Crofton, a semiconductor veteran set to join Adisyn’s board, sees the trend as a direct tailwind for the company.
"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."
Ayre Kohavi and Kevin Crofton
The AI Revolution’s Growing Demand for High-Performance Chips
Generative AI platforms like DeepSeek depend on GPUs to train and run increasingly complex models. This creates an indirect but profound connection to the semiconductor industry, as the growing AI demand places unprecedented pressure on chipmakers to deliver speed, efficiency, and scalability. Crofton emphasised that while AI platforms like DeepSeek are revolutionising software applications, they simultaneously elevate the importance of innovation in hardware.
"AI software can only go as far as the hardware that powers it," Crofton said. "For the semiconductor industry, the message is clear: the chips of today won’t cut it for tomorrow’s AI demands. That’s why the industry must embrace new materials and architectures to keep up."
Adisyn’s graphene-based interconnects are uniquely positioned to address this challenge. Developed by its subsidiary 2D Generation, the technology replaces copper interconnects, which have reached their scalability limits, with graphene—a material renowned for its unmatched conductivity, heat dissipation, and strength.
Moore’s Law and the Graphene Solution
Adisyn’s innovations go beyond AI. The company’s graphene interconnect technology directly addresses the semiconductor industry’s longstanding mission to uphold Moore’s Law—the principle that chip performance doubles roughly every two years at marginal cost. While Moore’s Law has been the industry’s guiding principle for decades, traditional materials like copper are struggling to keep pace with the required miniaturisation and performance gains.
"Moore’s Law is more than a goal—it’s the DNA of the semiconductor industry," Crofton explained. "Graphene interconnects offer a clear path forward by overcoming the physical and thermal limitations of copper. With our solution, we’re not just making chips faster; we’re enabling the industry to maintain the pace of progress it’s always been known for."
Adisyn’s proprietary Atomic Layer Deposition (ALD) process enables graphene to be integrated into existing chip fabrication processes, making it a practical solution for manufacturers looking to achieve better performance without overhauling their production lines.
"This isn’t just a small step for chip design—it’s a leap," Crofton added.
DeepSeek as a Catalyst
Far from disrupting Adisyn’s trajectory, the rise of DeepSeek and similar platforms underscores the urgency of the company’s mission. Arye Kohavi, founder and CEO of 2D Generation, sees 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 pressure we put on the underlying infrastructure—namely, the chips. Our graphene interconnects are designed for this exact moment, when the industry needs faster, more efficient chips to meet exponential demand."
Kohavi, who has been recognised as one of Foreign Policy magazine’s leading global thinkers and whose past innovations include Water-Gen (a TIME Magazine Top 100 Invention), is confident that Adisyn’s technology will play a pivotal role in reshaping the semiconductor industry.
"Graphene isn’t just a better material—it’s a transformative one," Kohavi explained. "Whether it’s powering AI models, enabling autonomous vehicles, or advancing telecommunications, our technology is at the centre of a massive shift in what semiconductors can do."
The Road Ahead
With AI platforms like DeepSeek accelerating demand for faster, more powerful chips, Adisyn finds itself at a critical juncture. Its graphene interconnect technology offers a timely solution to an industry struggling to keep up with the pace of AI-driven innovation.
"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 powering that transformation will be ready to keep up."
As the global semiconductor market surges toward $1 trillion in annual revenue by 2030, Adisyn, led by Crofton’s strategic insight and Kohavi’s innovative vision, is positioning itself as a key enabler of this new era of computing—one graphene layer at a time.
