AI服务器产业链拆解

Core Insights - The article discusses the semiconductor industry, focusing on the supply chains of Huawei's Ascend and Nvidia's AI servers, indicating a need for further detailed analysis and data collection [2]. Group 1: AI Server Supply Chain - The article references a Goldman Sachs breakdown of the AI server supply chain, noting that it does not include many important companies within the industry [2]. Group 2: Key Companies in Various Segments - High-Speed Cable: Key players include Feiteng (6088.HK), Jinxinno (300252.SZ), Woer (002130.SZ), and Times Electric (1729.HK) [5]. - Full System: Major companies are Shenda Computer (3706.TW), Unisplendour (000938.SZ), Foxconn Industrial Internet (601138.SS), and Inspur Information (000977.SZ) [5]. - Fan: Notable companies include Qihong Technology (3017.TW), Delta Electronics (2308.TW), and Jianjun Motor (2421.TW) [5]. - Central Processing Unit (CPU): Key players are MediaTek (2454.TW), AMD, and Loongson Technology (688047.SS) [8]. - Graphics Processing Unit (GPU): Important companies include Cambricon (688256.SS), Huawei, and Nvidia (NVDA) [8]. - Liquid Cooling System: Companies involved are Ruijie Networks (301165.SZ), Unisplendour (000938.SZ), and Huawei [11]. - Optical Transceiver: Key players include Zhongji Xuchuang (300308.SZ), NewEase (300502.SZ), and Foxconn (2317.TW) [11]. - Ethernet Switch Chip: Major companies are ZTE (0763.HK / 000063.SZ), Realtek (2379.TW), and Broadcom (AVGO) [11].