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[Selected Topics] CSP In-House AI Chip Manufacturing: Trend Analysis (Presentation)

Last Modified

2024-01-24

Update Frequency

Not

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PDF

Overview

Table of Contents
1. Cloud AI Chips: Market Status

2. CSP In-House AI Chip Manufacturing: US

3. CSP In-House AI Chip Manufacturing: China

4. TRI’s View

＜Total Pages：22＞

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USD $200

[Selected Topics] CSP In-House AI Chip Manufacturing: Trend Analysis (Presentation)

Overview

Spotlight Report

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Survey on China’s Automotive Investment_202408

Chinese NEV Brands – Survey on Ecosystem of Cockpits and ADAS Supply Chain_202407

[Selected Topics] Rankings of Top 10 Global SSD Module Brands for 2023

[Selected Topics] Collaborative Robots on the Rise: Taiwan’s Robotics Industry Awaits AI and Humanoid Demand

[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

Selected TopicsRelated Reports

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] Server DRAM Continued to Rise in Revenue at 15.6% QoQ and 162% YoY in 3Q24 amidst Incessant Demand for DDR5

[Selected Topics] Enterprise SSD Revenue Rose by 28.6% QoQ for 3Q24 Due to Increases in Both Prices and Product Shipments

[Selected Topics] NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

[Selected Topics] Total NAND Flash Revenue Rose by Just 4.8% QoQ for 3Q24, as Enterprise SSD Orders Showed Increases in Volume and Price but Demand Has Yet to Recover for Consumer Storage Solutions

[Selected Topics] DRAM Industry’s Revenue Rose by 13.6% QoQ for 3Q24 Thanks to Server DRAM and HBM Sales, but Taiwan-Based Suppliers Lagged in Performance Due to Their Focus on Consumer DRAM

Download Report

USD $200

Membership

Spotlight Report

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Survey on China’s Automotive Investment_202408

Chinese NEV Brands – Survey on Ecosystem of Cockpits and ADAS Supply Chain_202407

[Selected Topics] Rankings of Top 10 Global SSD Module Brands for 2023

[Selected Topics] Collaborative Robots on the Rise: Taiwan’s Robotics Industry Awaits AI and Humanoid Demand

[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

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Research Reports

USD $200

[Selected Topics] CSP In-House AI Chip Manufacturing: Trend Analysis (Presentation)

Overview

Spotlight Report

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Survey on China’s Automotive Investment_202408

Chinese NEV Brands – Survey on Ecosystem of Cockpits and ADAS Supply Chain_202407

[Selected Topics] Rankings of Top 10 Global SSD Module Brands for 2023

[Selected Topics] Collaborative Robots on the Rise: Taiwan’s Robotics Industry Awaits AI and Humanoid Demand

[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

Selected TopicsRelated Reports

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] Server DRAM Continued to Rise in Revenue at 15.6% QoQ and 162% YoY in 3Q24 amidst Incessant Demand for DDR5

[Selected Topics] Enterprise SSD Revenue Rose by 28.6% QoQ for 3Q24 Due to Increases in Both Prices and Product Shipments

[Selected Topics] NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

[Selected Topics] Total NAND Flash Revenue Rose by Just 4.8% QoQ for 3Q24, as Enterprise SSD Orders Showed Increases in Volume and Price but Demand Has Yet to Recover for Consumer Storage Solutions

[Selected Topics] DRAM Industry’s Revenue Rose by 13.6% QoQ for 3Q24 Thanks to Server DRAM and HBM Sales, but Taiwan-Based Suppliers Lagged in Performance Due to Their Focus on Consumer DRAM

Download Report

USD $200

Membership

Spotlight Report

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Survey on China’s Automotive Investment_202408

Chinese NEV Brands – Survey on Ecosystem of Cockpits and ADAS Supply Chain_202407

[Selected Topics] Rankings of Top 10 Global SSD Module Brands for 2023

[Selected Topics] Collaborative Robots on the Rise: Taiwan’s Robotics Industry Awaits AI and Humanoid Demand

[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

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