Selected Topics-0041_Surge of AIGC Applications to Actuate Long-Term Demand for AI Servers
In just six short months, AI has advanced from generating text, images, music, and code, to automation and generative agents, exhibiting astonishing capabilities. This report, aside from focusing on the latest developments in AI, also probes into how governments and industries are formulating strategies to ensure positive AI advancements, as well as analyzes the timeline for large-scale implementation of AIGC and its impact on the demand for AI servers.
Table of Contents
1. Automation and Generative Agents Reinforce AI under Expeditious Development of AIGC
2. Surge of AIGC Applications Could Happen in 2025 under Gradually Refined Regulations
(1) Government: Privacy Protection, Copyright Protection, Crime Prevention, and Establishment of
(2) Industry: Improvement on Reliability and Security of AI
(3) Industry: Copyright Protection
3. Establishment of Computing Resources and Emergence of AIGC Applications to Drive Long-Term Demand for AI Servers
4. TRI’s View
(1) Surge of AIGC Applications Could Happen in 2025 When Regulations are Finalized
(2) Long-Term Demand for AI Servers to Benefit Server Brands and ODMs
Gallium Arsenide (GaAs) is recognized in the industry as the most mature compound semiconductor material after silicon. It possesses superior characteristics such as high frequency, high electron mobility, high output power, low noise, and good linearity, making it one of the most important support materials for microwave radio frequency and optoelectronics.
In recent years, a surge in applications like 5G communications, autonomous driving, advanced displays, and AI has driven an increased demand for GaAs. Consequently, manufacturers are fully committed to capturing a significant share of this growing market.
The smartwatch market saw a downturn in 2023, which has significantly impacted strategies for 2024. Manufacturers are expected to adopt a conservative approach, focusing on incremental upgrades and diversification in R&D to align with market needs, with AI becoming a crucial tool in enhancing product and service offerings.
The VR/AR sector continues to struggle with a lack of compelling content and applications, which has stalled market growth and investor enthusiasm. In response, 2024 is set to witness a stronger emphasis on technological advancements to enrich content and broaden the commercial application of devices, spurring the development of essential upstream components.
Power semiconductors are the core of energy conversion and circuit control in electronic devices, playing vital roles in power conversion, amplification, switching, circuit protection, and rectification in electronic circuits. They are primarily used for altering voltage and frequency, as well as converting DC to AC in electronic devices. Power semiconductors have a key and extensive role in fields such as automobiles, industry, railway transportation, and power. As the new energy sector grows, particularly in solar energy and electric vehicles, power semiconductors such as IGBT and MOS are also becoming increasingly important in the realm of sustainable energy.
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