半导体AI 专业数据分享

Core Insights - The article emphasizes the importance of organizing and accessing key industry data efficiently in the era of information overload [1][2] Data Organization - A cloud storage system has been initiated to compile useful industry data for easy access and systematic reference [1][2] Industry Projections - The following projections for GPU capacity and revenue are outlined: - Local GPU capacity is expected to grow from 2 kwpm in 2024 to 26 kwpm by 2027 - Total GPU revenue is projected to increase from 42,947 million RMB in 2024 to 286,567 million RMB by 2027, reflecting year-on-year growth rates of 240%, 45%, and 35% for the subsequent years [3] Research and Reports - Daily updates on industry research summaries and high-quality reports from foreign investment banks and domestic brokerages are provided to facilitate discussions in the semiconductor and AI sectors [4]