The wide application of artificial intelligence in various fields has promoted industrial upgrading and innovation, improved efficiency and precision, and become an important driving force for the competitiveness of countries。
The powerful force behind artificial intelligence mainly relies on "computing power", and the main bottlenecks restricting "computing power" include GPU, advanced process and HBM. There is a close relationship between GPU and advanced manufacturing process. After designing GPU, an excellent GPU enterprise such as NVIDIA needs to rely on the advanced manufacturing process of TSMC and other companies for manufacturing, and then use the advanced packaging technology (such as CoWoS) of TSMC and ASE companies for final packaging. This point in the case of 2023 CoWoS capacity shortage has caused great concern in the market.
HBM, a memory particle module on the same AI chip, plays an equally important role in the entire chip design as the advanced manufacturing process. The market of this product is a three-way phenomenon, almost by Hynix, Samsung, Micron, the three giants monopoly. Compared with the competition pattern of GPU and CoWoS, HBM market is also highly monopolized. This highly concentrated market structure, in the current environment of anti-globalization, contains potential high supply chain risks.
Therefore, in order to ensure the synergistic development of Gpus, advanced processes and HBM, the stability of the supply chain is essential to enhance AI computing power and promote the development of AI technology.
At present, I-stock has planned more than 20 semiconductor intelligent logistics overall solutions for Hynix Group, Micron Group and other HBM head production enterprises in the global production base.
AI server foundry giant
The rapid development of artificial intelligence technology has driven the growing global demand for AI servers, and Foxconn and Wistron, as the world's top contract manufacturing companies, play a key role. The two companies not only have rich manufacturing experience in mobile phones, computers and other fields, but also have excellent performance in the field of AI server foundry.
Tech giants such as Microsoft, Amazon, Google, Facebook and Apple, as one of the world's largest AI server users, need a large number of high-performance, highly reliable servers to support their AI applications and cloud computing services. As the leading OEM enterprises, Industrial Fulian and Wistron have advanced production equipment, rich manufacturing experience and strict quality control system, and can provide customized AI server solutions for these enterprises.
Since 2017, the AI server has been developed to the fourth generation after multiple iterations. 2023 to start development and mass production of Nvidia H100 and H800 and other high-performance AI servers. At present, it is basically the exclusive supply of A100 and H100 boards for NVIDIA, and is the exclusive design, production and delivery supplier for its GPU and HPC platforms.
According to the report of well-known analyst Guo Mingð «¹ of KGE Securities, Wistron will be the largest supplier of NVIDIA CoWoS AI chip substrate in 2024, with a supply proportion of about 8 In addition, Wistron is also the exclusive supplier of AI chip modules and substrates for AMD and Intel, which means that in the AI server chip market, Wistron will be in an advantageous supply position.
In terms of AI server foundry, Industrial Fulian and Wistron are committed to continuously improving production efficiency and technical level to meet customers' demand for high-performance, low-latency and energy-efficient servers. Advanced automation technology and intelligent manufacturing systems are used in the production process to improve production efficiency and product quality. At the same time, Industrial Fulian and Wistron continue to optimize supply chain management to ensure adequate supply of raw materials and smooth production planning.
In general, as the world's largest AI server users of the head of the foundry enterprises, industry and Wistron play a crucial role, for Microsoft, Amazon, Google, Facebook and Apple and other technology companies to provide high-quality AI server foundry services, to help them achieve greater success in the field of artificial intelligence. At the same time, Industrial Fulian and Wistron were also successfully selected in the list of lighthouse factories of the World Economic Forum with the help of I-stock intelligent logistics overall solution, and Industrial Fulian AI server factory was named the world's first AI server lighthouse factory in 2023.
Asdaq has always adhered to the customer needs as the core, driven by intelligent equipment, precision technology, industrial software to open up data flow, data +AI algorithm to empower the electronics and semiconductor industry intelligent storage, focus on product quality, heart service. I-stock helps enterprises solve the practical problems encountered in the scientific, standardized, digitized, automated and intelligent upgrading of the intelligent storage field, and provides customized services for intelligent storage equipment. In the future, I-stock will continue to play the advantages of technical talents and resources to contribute to the transformation and upgrading of China's manufacturing industry. In this process, I-stock will help more artificial intelligence server foundry enterprises to jointly promote China's manufacturing industry to the top of the global value chain.
