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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

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

Overview

Spotlight Report

[Selected Topics] 2024 Analysis of Supply and Demand for Panel Driver ICs

[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 Topics] Mobile Memory and Smartphone Market: 2023 Review and 2024 Outlook

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

[Selected Topics] The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain

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Download Report

USD $200

Membership

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[Selected Topics] AI Applications: 5G Base Stations

[Selected Topics] Mobile Memory and Smartphone Market: 2023 Review and 2024 Outlook

[Selected Topics] A Glimpse into the Adoption Challenges and Technological Planning of TSMC’s 3nm Technology from the TSMC Techonology Synposium

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