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[Selected Topics] Analysis on Upstream Supply Chain Dynamics for AIGC Industry

Last Modified

2023-07-13

Update Frequency

Not

Format

PDF

Overview

Summary
AIGC is being comprehensively implemented and gradually entering human life. Currently, major technology companies, leading application service providers, numerous startups, and national institutions are actively involved due to the profound impact anticipated from the application of AIGC. This report primarily focuses on the development of the upstream supply chain in the AIGC industry, specifically on AI framework developers, AI model developers, IC design houses, IC manufacturing, and OSATs, in order to grasp on industry trends.

Table of Contents
1. Emergence of AIGC Applications Gradually Forms an Industry Chain

2. Upstream Software End of AIGC Industry Dominated by Major Cloud Platform Suppliers
(1) AI Framework Developers
(2) AI Model Developers

3. Upstream Software End of AIGC Industry Focuses on NVIDIA and TSMC
(1) IC Design Houses
(2) IC Design Houses and OSATs

4. TRI’s View
(1) Successive Launches of Mainstream AIGC Applications Gradually Form an Industry Supply Chain
(2) Major Cloud Platform Suppliers Advantageous on Software End; NVIDIA and Taiwanese Suppliers
Dominate from Hardware End

＜Total Pages：14＞

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[Selected Topics] Analysis on Upstream Supply Chain Dynamics for AIGC Industry

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[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the Impact of U.S. Ban on Chinese Automotive Software and Hardware

[Selected Topics] AI Chips to Extricate Smartphone Market from Negative Growth and Gradually Become Market Mainstream

[Selected Topics] Outlook for Network IC Design: Growing Demand for Wi-Fi 7 (Presentation)

[Selected Topics] DeepSeek Optimizes AI Deployment Costs and Creates New Sources of Memory Demand

[Selected Topics] The Development and Forecast of EV Traction Inverters and Power Semiconductors

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[Selected Topics] QoQ 8.0% & YoY 84.4% in 4Q24 Server DRAM Revenue under Incessant Demand for DDR5

[Selected Topics] China’s Local Government Subsidies Boost Global Smartphone Production, Driving a QoQ Growth of 9.2% for 4Q24 and Coming to a Total Annual Volume of 1.224 Billion Units

[Selected Topics] With Bit Shipments Shrinking, Mobile DRAM Revenue Fell Again in 4Q24

[Selected Topics] TSMC Expands US Investment to US$165 Billion; US Share of Global Advanced Foundry Capacity Will Rise to 22% by 2030

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Membership

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[Selected Topics] Analysis of the Impact of U.S. Ban on Chinese Automotive Software and Hardware

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[Selected Topics] Outlook for Network IC Design: Growing Demand for Wi-Fi 7 (Presentation)

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