英特尔中国 公有云和互联网创新实践 1 CONTENT 目录 | Large Language Model (LLM) 大语言模型 | 03 | | --- | --- | | Traditional Deep Learning 传统深度学习 | 10 | | 技术篇：英特尔 AI 产品组合 | 15 | | 基于英特尔® 架构的 AI 软件工具组合 | 30 | | 英特尔 AI 实战视频课程 | 36 | | 英特尔中国 AI 实战资源库 | 37 | 2 Large Language Model (LLM) 大语言模型 3 CPU 也能玩转 AI - 为 AI 提速，给安全加码 挑战 云服务器升级 解决方案 企业云服务 算力需求激增：视频、数据库 等场景算力需求激增 智能化应用普及：大模型推理 需求爆炸式增长 为 AI 加速而生的处理器 以针对工作负载优化的性能实现业务增长和飞跃 以高效节能的计算助力降低成本与碳排放 值得信赖的优质解决方案和安全功能 21% 解决方案 阿里云引入第五代至强® 可扩展处理器，实现 ECS g8i 算力再升级，为大模型 AI 推理加速添 新解，更易得、更易用、可扩展性强，满 ...

边缘 AI 驱动， 助力新质生产力 前言 人工智能 (AI) 技术的快速发展掀起了新一轮工业革命浪潮，通用大模型的出现让 AI 技术从专用化迈向 了通用化。AI 技术正在步入工业领域的千行百业，帮助企业实现从传统的劳动密集型、资源密集型企 业，向技术密集型、知识密集型的高端化、智能化、绿色化方向转型升级，打造依托于人工智能、大 数据、云计算等现代信息技术的新质生产力。 工业 AI 和大模型的应用，已经渗透到工业生产的产品设计、企业流程管理规划、智能化生产、设备预 测性维护、供应链优化、创新服务、绿色制造、智能客服等众多环节，它通过处理和分析海量工业数 据，帮助企业在上述各个环节中做出最优的智能化决策，从而在多个环节全方位实现提质、增效、降 本，增强竞争力。 在日趋激烈的工业市场竞争中，寻求部署新技术来提升综合竞争力，是企业的生存之道。而引领工业 革命浪潮的 AI 技术和大模型，是企业从多维度重塑自身生产方式、实现新质生产力的关键。 通过这本白皮书，工业领域的企业和合作伙伴可以更系统、更全面地了解 AI 技术如何为工业制造的各 个环节赋予怎样的智能化能力，以及英特尔在帮助企业落地部署 AI 技术方面所能提供的产 ...

At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during this session, you'll need to press star 11 on your telephone. If your question has been answered and you'd like to remove yourself from the queue, simply press star 11 again. As a reminder, today's program is being recorded. And now I'd like to introduce your host for today's program, Mr. John Pitzer, Corporate Vice President, Investor Relations. Ple ...

Investment Rating - The report maintains an "Overweight" rating on TSMC with a price target raised to NT$1500 for December 2025, reflecting improved profitability and the likelihood of further outsourcing from Intel [4][10]. Core Insights - TSMC is expected to experience strong revenue growth driven by AI momentum, particularly from its N3 and N2 process nodes, with projected revenue growth rates of 24% and 18% for 2025 and 2026 respectively [9][24]. - The potential for increased outsourcing from Intel due to delays in Intel's 18A ramp and TSMC's technology leadership is highlighted as a significant opportunity, with estimates suggesting that Intel revenues could peak at $5.5-6 billion in 2025/26 [2][12]. - Gross margins (GMs) are anticipated to improve, potentially reaching 59-60% by 2026, despite challenges from overseas fabs and other headwinds [1][21]. Revenue and Earnings Estimates - Revenue estimates for TSMC have been adjusted, with 2025 revenue projected at NT$3,575 billion and 2026 at NT$4,217 billion [5][47]. - Adjusted EPS estimates for 2025 have been revised to NT$57.10, reflecting a 7% increase from previous estimates [5][47]. Market Dynamics - The report emphasizes the strong demand for TSMC's N3 process node, with utilization expected to remain above 100% through 2025, driven by major customers including Apple and AMD [27][29]. - Datacenter AI revenues are projected to grow significantly, with a 93% increase expected in 2025, contributing to TSMC's overall revenue growth [24][25]. Competitive Positioning - TSMC's near-monopoly position in AI accelerators and edge AI, along with its strong process roadmap and packaging technology, positions it favorably in the semiconductor industry [9][10]. - The report notes that TSMC's pricing power is expected to enhance gross margins, further solidifying its competitive edge [9][10]. Future Outlook - The report anticipates a cyclical recovery in the semiconductor industry starting in mid-2025, which is expected to drive better utilizations for older nodes and contribute to TSMC's growth [11][42]. - The potential for further outsourcing from Intel could serve as a catalyst for TSMC's stock re-rating, with estimates suggesting an additional $10-12 billion in revenue from Intel outsourcing [16][34].

Thank you for standing by and welcome to Intel Corporation's second quarter 2024 earnings conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during this session, you'll need to press star 1-1 on your telephone. If your question has been answered and you'd like to remove yourself from the queue, simply press star 1-1 again. As a reminder, today's program is being recorded. And now I'd like t ...

Thank you for standing by and welcome to Intel Corporation's second quarter 2024 earnings conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during this session, you'll need to press star 1-1 on your telephone. If your question has been answered and you'd like to remove yourself from the queue, simply press star 1-1 again. As a reminder, today's program is being recorded. And now I'd like t ...

白皮书 英特尔® 酷睿™ 处理器 英特尔凌动® 处理器 英特尔® 处理器 N 系列 基于英特尔® 架构的优易控 NoTime 控制器 助力实现精准、柔性的运动控制 概述 ........................................................................................................................... 1 运动控制器市场趋势与挑战 2.1 市场趋势 . 2.2 挑战 . 解决方案: 基于英特尔® 架构的优易控 NoTime 控制器 ..................2 3.1 优易控 NoTime 控制器方案的功能设计...................................................................................3 3.2 适用于优易控 NoTime 控制器的卓信创驰工业计算机 3.3 优易控 NoTime 控制器方案中的英特尔技术及应用 ............................................ ...