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[Selected Topics] AIGC and Large Language Models Thrive, Driving Soaring Demand for HBM

Last Modified

2024-03-13

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Overview

Summary
The anticipation of AI-Generated Content (AIGC) applications approaching large-scale commercial deployment has triggered a sharp rise in demand for AI chips, significantly impacting the global high bandwidth (HBM) market. This report will provide analysis from two fronts: First, it will explore the development of AIGC applications and large language models (LLMs). Then, it will examine the evolving needs for ASICs, GPUs, and HBM crucial for AI-powered cloud computing.

Table of Contents
1. A Flourishing Diversity of AIGC Applications and LLMs
(1) The rise of AIGC applications: Scaling for commercial use by 2025
(2) Competing for dominance in AIGC applications: The battle of LLMs

2. Arms Race in AI-Powered Cloud Computing Drives Long-Term Demand for HBM
(1) Major companies launch new generation of GPUs and ASICs in response to massive AI
computing needs
(2) Upgrades and iterations of AI server GPUs and ASICs support continued growth in the global
HBM market

3.TRI’s View
(1) Accelerated development of AIGC applications and continuous innovation in LLMs
(2) Upgrades and iterations of AI server GPUs and ASICs signal long-term demand for HBM

＜Total Pages：18＞

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

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[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)

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[Selected Topics] AIGC and Large Language Models Thrive, Driving Soaring Demand for HBM

Overview

Spotlight Report

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

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[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)

[Selected Topics] From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

[Selected Topics] Analysis of the NEV Charging Market in China, Europe, the US, and East Asia

[Selected Topics] NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

Selected TopicsRelated Reports

[Selected Topics] NAND Flash Market Faces Slump in 2025; Suppliers Resume Product Cuts to Stabilize Market

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[Selected Topics] NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

[Selected Topics] Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations

[Selected Topics] CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks

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Download Report

USD $200

Membership

Spotlight Report

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

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[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)

[Selected Topics] From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

[Selected Topics] Analysis of the NEV Charging Market in China, Europe, the US, and East Asia

[Selected Topics] NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

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