With the rapid development of science and technology, the artificial intelligence (AI) track has attracted much attention. Judging from the recent industrial chain information, TSMC, a key link in the AI track, continues to increase investment, showing firm confidence in the AI industry. TSMC reportedly revised its 24-year COWOS expansion plan twice in November last year, from the initial 280,000 pieces were revised to 3 per month50,000 pieces, then increased again to 380,000 pieces. This move shows that TSMC has a full understanding of the growing trend of AI computing power demand and the important position of CODOS packaging in the AI industry chain.
In addition to TSMC's active layout, NVIDIA is also looking for more partners to alleviate the current situation of COWOS production capacity in short supply. This shows that the future space of AI computing power is still huge, and CoWDOS packaging, as a bottleneck link in the industrial chain, will continue to benefit from the increase in demand in the future.
In the AI track, the computing infrastructure industry chain will be the first to benefit. It includes multiple links such as complete machines, core computing power chips, memory chips and modules, PCBs, optical chips and modules. High-quality companies in these links will benefit from the rapid development of the AI industry, and there is huge room for growth in the future.
In addition to the computing infrastructure industry chain, the application of AI large models is also an area worthy of attention. In terms of large-scale model application, companies such as Dahua Co., Ltd. and Hikvision have leading technical strength and rich application scenarios, and are expected to make more breakthroughs in the field of AI large-scale model application in the future.
However, we should also pay attention to some risks in the development of the AI track. The first is the risk that the industry recovery will not be as expected than expected, which may affect the speed and scale of the development of the entire AI industry chain. The second is the risk that the computing infrastructure will not progress as expected, which may limit the further development of the AI industry. Finally, there is the risk that the implementation of AI large models will not progress as expected, which may affect the development process of large model applications.
In general, we are firmly optimistic about the development prospects of the AI track. With the continuous investment and technological progress of the industrial chain, the AI industry will usher in a more prosperous development period in the next few years. It will be very important for investors to choose high-quality companies related to the AI industry chain and continue to pay attention to their developments.
Note: The data and opinions in this article are provided by the Dongfang Electronics team and are for reference only.
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