AI Chips Leading Intelligence Revolution

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In 2023, in the downstream terminal market of electronic components, a "dark horse" will emerge. After OpenAI's ChatGPT became popular all over the world, artificial intelligence quickly became a hot spot in all walks of life. AI has been soaring all the way, and it has also set off a new revolution in the chip supply chain, and many giant companies have benefited a lot.

For example, NVIDIA dominates the entire generative AI chip market with GPUs, and firmly occupies the top spot in the global AI computing platform. Among them, Nvidia's third-quarter financial report released on November 21, 2023 shows that the company's revenue for the quarter was $18.12 billion, a year-on-year increase of 206%, and its net profit was $9.24 billion, a year-on-year increase of 1259%, all of which exceeded market expectations. AMD and other companies have also launched a variety of high-performance AI chips with strong technical strength, which are widely used in autonomous driving, intelligent security and other fields.

At the same time, new storage HBMs are becoming more and more important as the demand for AI training increases, benefiting companies such as SK hynix and Samsung. Under the strong growth of AI demand, TSMC, which is responsible for packaging and foundry, is also in short supply, and production capacity is in a hurry, and packaging and testing factories such as ASE / SPIL have been able to share packaging outsourcing orders from TSMC.

In addition, Chinese companies have also made important breakthroughs in the field of AI chips, such as edge AI computing platforms launched by Horizon and YITU, providing powerful AI computing capabilities for all walks of life. Under the wave of AI, large AI models are competing to be launched, and the demand for computing power has soared. At present, more and more large models are being brewed, and terminals such as mobile phones and PCs are constantly innovating and integrating AI capabilities to meet the demand for AI products in the consumer market and drive the rise of the AI chip market.