国泰海通｜电子：AI发展，测试设备需求快速增长

Core Viewpoint - The rapid development of artificial intelligence (AI) is expected to drive significant growth in the demand for related testing equipment, with the global AI computing test equipment market projected to reach $2.3 billion by 2024 [1][2]. Group 1: AI Computing Test Equipment Market - The global AI computing test equipment market is anticipated to grow rapidly, reaching $2.3 billion by 2024 [2]. - The integrated circuit production process requires various tests, including WAT, CP, and FT tests, with the global integrated circuit testing equipment market projected to be $7.54 billion in 2024 and $9.77 billion by 2026, reflecting a year-on-year growth of 29.58% [2]. - Teradyne, a leading global testing machine company, estimates that the market for AI computing testing equipment will continue to grow [2]. Group 2: HBM Product Testing Demand - The demand for testing HBM products is increasing due to strong demand from AI chip customers, with SK Hynix leading the HBM market [3]. - HBM products are evolving from 8-layer DRAM chips to 12-layer configurations, necessitating additional testing steps to ensure quality and yield [3]. Group 3: Server Testing Equipment Demand - The rapid growth of AI model parameters is driving the need for substantial computing power and memory resources, leading to the emergence of supernode technology [4]. - Complex server systems, such as NVIDIA's NVL72 solution, require extensive testing, including ICT, FCT, aging, SIT, performance, and compatibility tests, highlighting the growing importance of testing equipment suppliers [4].