According to data released by Gartner, a market research agency, many chip industries around the world will decline in 2023, and the only one that has achieved growth is GPU AI chips, the market size of GPU chips has doubled, and the leader NVIDIA has undoubtedly become the biggest winner.
Since the second half of 2022, the global chip industry has entered a stage of oversupply, resulting in the continuation of global chips, of which the memory chip is cut in half, Micron will lose $4.2 billion in the first half of 2023, and South Korea's Samsung memory chip business and SK hynix are estimated to lose nearly $20 billion in 2023.
In addition to Micron's huge losses, Intel will lose $2.7 billion in Q1 2023, setting the largest loss in the history of American chips, and Western Digital and others have suffered losses and were forced to sell themselves to Kioxia of Japan, highlighting that this round of chips has dealt a serious blow to the American chip industry.
In 2023, due to the rise of ChatGPT, many companies around the world have joined the GPU AI chip rush to buy, driving the GPU AI chip ** to rise sharply and be in short supply.
NVIDIA was the first to lay out AI chips, and began to build its own CUDA ecosystem more than 10 years ago, and many AI software around the world are built based on NVIDIA's CUDA platform, and the AI boom has prompted many companies to give priority to buying NVIDIA's GPU AI chips, thus NVIDIA has surpassed TSMC, Samsung and Intel to become the new king of the global chip industry in one fell swoop.
The popularity of AI chips has not only allowed NVIDIA to successfully break through the recession of the global chip industry, but also has had an important impact on the global technology industry. In the past 20 years, the global capital market has favored the Internet industry too much, promoting the valuation of the Internet industry, and the chip as a manufacturing industry has received far less attention than the Internet.
NVIDIA has been favored by the capital market with the popularity of GPU AI chips, and the market value of NVIDIA has recently exceeded 17 trillion US dollars, more than the Internet powerhouses Google, Amazon, etc., which is the capital market in the past 20 years so favored a chip company, think that the global chip kings Intel, Samsung and TSMC can not get such a high degree of attention as nvidia.
NVIDIA is favored by investors because it has proved its value with its unique technological advantages, and at the same time, it has also told the capital market with excellent performance that chips can be so profitable. NVIDIA's H100 chip sells for more than 260,000 yuan, and its sale of an H100 chip is equivalent to Tesla's sale of a Model Y, but the cost of the chip is much lower than that of the Model Y.
It is worth noting that NVIDIA is quite controversial in the Chinese market, after NVIDIA customized A800 and H800 chips for the Chinese market can no longer be sold in the Chinese market, NVIDIA has castrated eighty percent of the performance to launch H20 chips, etc., and H20 and other chips are not as good as China's AI chips, there are industry rumors that domestic companies have given up NVIDIA's H20 chips, but there are also rumors that domestic companies are still snapping up H20.
The industry has also questioned that Internet companies are in a bubble with such a high valuation, after all, their ability to make money is far less than that of Apple, etc., and now NVIDIA has proved that the manufacturing industry is so profitable, prompting the capital market to pay attention to the manufacturing industry, which may puncture the bubble of the Internet.