智通财经网·2025-06-18 09:30Group 1 - Nvidia currently holds over 80% of the market value share in the AI server sector, while ASIC AI servers account for approximately 8%-11% [1][3][4] - Major cloud service providers like Meta and Microsoft are planning to deploy their own AI ASIC solutions, with Meta starting in 2026 and Microsoft in 2027, indicating potential growth for cloud ASICs [1][4][10] - The total shipment of AI ASICs is expected to surpass Nvidia's AI GPUs by mid-2026, as more cloud service providers adopt these solutions [4][10] Group 2 - Meta's MTIA AI server project is anticipated to be a significant milestone in 2026, with plans for large-scale deployment [2][13] - Meta aims to produce 1.5 million units of MTIA V1 and V1.5 by the end of 2026, with a production ratio of 1:2 between the two versions [21][22] - The MTIA V1.5 ASIC is expected to have a larger package size and more advanced specifications compared to V1, which may pose challenges during mass production [23][19] Group 3 - Companies like Quanta, Unimicron, and Bizlink are identified as potential beneficiaries of Meta's MTIA project due to their roles in manufacturing and supplying critical components [24][25][26] - Quanta is responsible for the design and assembly of MTIA V1 and V1.5, while Unimicron is expected to supply key substrates for Meta and AWS ASICs [24][25] - Bizlink, as a leading active cable supplier, is poised to benefit from the scaling and upgrading connections in Meta's server designs [26]