Zhong Guo Neng Yuan Wang·2025-04-28 05:49Group 1: Core Insights - The global share of generative AI servers is expected to increase from 19.6% in 2023 to 37.7% in 2028, an increase of 18.1 percentage points [1][3] - 2024 is projected to be a breakout year for China's AI server market, with an estimated growth rate of approximately 87% [1][3] - The annual growth rate for China's AI servers is expected to remain around 30% from 2025 to 2028 [1][3] Group 2: Market Review - The overseas AI chip index rose by 10% this week, driven by expectations of U.S. interest rate cuts and a recovery in semiconductor demand [2] - The domestic AI chip index fell by 0.6%, with mixed performance among component stocks [2] - The server ODM index increased by 4.4%, benefiting from the anticipated U.S. interest rate cuts and improved semiconductor demand [2] Group 3: Industry Data - Global personal computer shipments increased by 6.7% year-on-year in Q1 2025, reaching 61.4 million units [3] - The storage chip index rose by 1.6%, supported by the lack of tariff reductions on U.S. storage chips, which is expected to boost domestic demand [2] Group 4: Major Events - Apple plans to increase iPhone production in India by 10% this year, aiming for at least 50 million units [4] - TSMC's Arizona plant has begun mass production, although it has confirmed ongoing receivable issues [5]