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

Overview

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

[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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