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

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[Selected Topics] Analysis on Upstream Supply Chain Dynamics for AIGC Industry

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

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

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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

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