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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

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[Selected Topics] NVIDIA Is Expected to Launch Special Version of RTX PRO 6000 for China’s AI Market, Thus Boosting Shipments of GDDR7 DRAM in the Future

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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 New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] NVIDIA Is Expected to Launch Special Version of RTX PRO 6000 for China’s AI Market, Thus Boosting Shipments of GDDR7 DRAM in the Future

[Selected Topics] NVIDIA’s GB200 Rack Shipments Will Increase After 2Q25; Computex Highlights Applications Related to AI Agents and Expanded Investments in Taiwan That Will Spur Long-Term Development of AI Server Supply Chai

[Selected Topics] EOL Plans for DDR4 Products Have Led to Price Hikes, and Upward Trend Is Expected to Continue Until 2H25

[Selected Topics] Contract Prices of NAND Flash Retain Strong Momentum for 3Q25 as AI Demand Triggers Robust Enterprise SSD Growth

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[Selected Topics] NVIDIA Is Expected to Launch Special Version of RTX PRO 6000 for China’s AI Market, Thus Boosting Shipments of GDDR7 DRAM in the Future

[Selected Topics] NVIDIA’s GB200 Rack Shipments Will Increase After 2Q25; Computex Highlights Applications Related to AI Agents and Expanded Investments in Taiwan That Will Spur Long-Term Development of AI Server Supply Chai

[Selected Topics] EOL Plans for DDR4 Products Have Led to Price Hikes, and Upward Trend Is Expected to Continue Until 2H25

[Selected Topics] Contract Prices of NAND Flash Retain Strong Momentum for 3Q25 as AI Demand Triggers Robust Enterprise SSD Growth

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

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[Selected Topics] NVIDIA Is Expected to Launch Special Version of RTX PRO 6000 for China’s AI Market, Thus Boosting Shipments of GDDR7 DRAM in the Future

[Selected Topics] NVIDIA’s GB200 Rack Shipments Will Increase After 2Q25; Computex Highlights Applications Related to AI Agents and Expanded Investments in Taiwan That Will Spur Long-Term Development of AI Server Supply Chai

[Selected Topics] EOL Plans for DDR4 Products Have Led to Price Hikes, and Upward Trend Is Expected to Continue Until 2H25

[Selected Topics] Contract Prices of NAND Flash Retain Strong Momentum for 3Q25 as AI Demand Triggers Robust Enterprise SSD Growth

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