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 fast-paced information age [1][2] 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] - The data in the cloud is currently limited but will be continuously updated to provide more comprehensive information [2] Group 2: Industry Projections - Projected capacity for Local GPU is expected to grow from 2 kwpm in 2024 to 26 kwpm by 2027, indicating significant growth potential [3] - The average yield rate for various die types is projected to improve, with the average yield rate of B reaching 70% by 2027 [3] - Total GPU revenue is forecasted to increase from 42,947 million RMB in 2024 to 286,567 million RMB by 2027, reflecting a year-on-year growth of 240% in 2025 and 32% in 2027 [3] Group 3: Industry Communication and Resources - Daily updates of audio industry research summaries are provided, allowing professionals to stay informed without needing to read [3] - Selected high-quality research reports from foreign investment banks and domestic brokerages are shared to facilitate discussions in the semiconductor and AI sectors [4]