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 to avoid losing track of valuable information in the information overload era [1]. Group 1: Data Organization and Access - A cloud storage solution has been initiated to compile useful industry data for easy retrieval and systematic reference [1][2]. - The cloud data will be continuously updated to ensure it remains relevant and comprehensive [2]. Group 2: Industry Projections - The article provides a detailed table of projections for local GPU capacity, die production, yield rates, and revenue from various GPU segments from 2024 to 2027, indicating significant growth in total GPU revenue from 42.947 billion RMB in 2024 to 286.567 billion RMB in 2027, with year-on-year growth rates of 240%, 45%, and 35% respectively [3]. - Specific projections include: - Local GPU capacity increasing from 2 kwpm in 2024 to 26 kwpm in 2027 [3]. - Average yield rates for different categories of production showing an upward trend, with B category yield rates expected to reach 70% by 2027 [3]. - Revenue from OB projected to peak at 126.36 billion RMB in 2025, while revenue from DC is expected to reach 98.28 billion RMB in 2026 [3]. Group 3: Industry Communication and Resources - The platform will also provide daily audio updates on industry research, allowing users to stay informed without needing to check their phones [3]. - Selected high-quality research reports from foreign investment banks and domestic brokerages will be shared to facilitate discussions on the semiconductor and AI industries [4].