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[Selected Topics] Global Trends in Cloud AI Chip Industry (Presentation)

Last Modified

2024-05-08

Update Frequency

Not

Format

PDF

Overview

Table of Contents
1. Status-quo of the Cloud AI Chip Market

2. Developments of Cloud AI Chipmakers Worldwide

3. Developments of CSPs’ Self-designed AI Chips

4. TRI’s View

＜Total Pages：27＞

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USD $200

[Selected Topics] Global Trends in Cloud AI Chip Industry (Presentation)

Overview

Spotlight Report

Survey on China’s Automotive Investment_202408

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

[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 Topics] LPO, OBO, and CPO Put to Test as Optical Modules Encounter Bottlenecks

[Selected Topics] AI Applications: 5G Base Stations

Selected TopicsRelated Reports

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

[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] NVIDIA’s Blackwell Ultra to Rename to B300; Stronger Adoption for CoWoS-L GPUs Projected in 2025 to Actuate Expansions of HBM3e 12hi and Liquid-Cooling Solutions

[Selected Topics] Manufacturing of HBM3e 12hi Products Requires Overcoming Learning Curve for Yield Rate and Challenges Related to Qualification; Uncertainty Remains over HBM Supply Surplus Risk in 2025

[Selected Topics] Key to Subversion of Telecom Industry – Development Trends and Commercial Opportunities of Generative AI in Telecom Industry

[Selected Topics] CXMT Exacerbates Competitions in China’s Mobile DRAM Market; DDR4 & LPDDR4X Prices Dragged by Sluggish Consumer Demand

Download Report

USD $200

Membership

Spotlight Report

Survey on China’s Automotive Investment_202408

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

[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 Topics] LPO, OBO, and CPO Put to Test as Optical Modules Encounter Bottlenecks

[Selected Topics] AI Applications: 5G Base Stations

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Semiconductor Research

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Optoelectronics Research

Green Energy Research

ICT Applications Research

Semiconductors

Display

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Energy

Consumer Electronics

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Selected Topics

Research Reports

USD $200

[Selected Topics] Global Trends in Cloud AI Chip Industry (Presentation)

Overview

Spotlight Report

Survey on China’s Automotive Investment_202408

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

[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 Topics] LPO, OBO, and CPO Put to Test as Optical Modules Encounter Bottlenecks

[Selected Topics] AI Applications: 5G Base Stations

Selected TopicsRelated Reports

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

[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] NVIDIA’s Blackwell Ultra to Rename to B300; Stronger Adoption for CoWoS-L GPUs Projected in 2025 to Actuate Expansions of HBM3e 12hi and Liquid-Cooling Solutions

[Selected Topics] Manufacturing of HBM3e 12hi Products Requires Overcoming Learning Curve for Yield Rate and Challenges Related to Qualification; Uncertainty Remains over HBM Supply Surplus Risk in 2025

[Selected Topics] Key to Subversion of Telecom Industry – Development Trends and Commercial Opportunities of Generative AI in Telecom Industry

[Selected Topics] CXMT Exacerbates Competitions in China’s Mobile DRAM Market; DDR4 & LPDDR4X Prices Dragged by Sluggish Consumer Demand

Download Report

USD $200

Membership

Spotlight Report

Survey on China’s Automotive Investment_202408

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

[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 Topics] LPO, OBO, and CPO Put to Test as Optical Modules Encounter Bottlenecks

[Selected Topics] AI Applications: 5G Base Stations

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