台湾人工智能供应链：为人工智能基础设施繁荣做好准备.pdf

1、Eric Huang,Vice President of DIGITIMES Inc.Taiwanese AI Supply Chain:In Preparation for the AI Infrastructure BoomTaiwanese AI Supply Chain:In Preparation for the AI Infrastructure BoomEric Huang,Vice President of DIGITIMES Inc.TRACK NAMEOCP SPECIAL FOCUS:MARKET IMPACT&OCP ADOPTION STORIESAbout DIGI

2、TIMESWith senior consultants from the industry and over 40 industry analysts,DIGITIMES publishes in-depth research reports across various sectors,such as semiconductors and servers.We also provide custom market research and consulting services.Taking the supply-side perspective,DIGITIMES Asia provid

3、es over 40 trusted Asian tech supply chain news stories daily.With more than 70,000 news subscribers worldwide and over 500,000 unique visits,we help global companies stay ahead in a rapidly changing,complex tech environment.Deliver tailored marketing strategies that boost market influence and engag

4、e with the right audience.DIGITIMES hosts over 500 online and offline events every year,including the flagship AI Expo exhibition.ConsultingMarketingMediaEmerged during the PC era and became a comprehensive and efficient supply chain.Most companies are ODMs and suppliers of upstream semiconductors a

5、nd electronic components.Service-oriented culture with mass customization capabilitiesMajor producers of computing devices and semiconductorsAbout the Taiwanese Tech Industry-20%0%20%40%60%80%100%120%140%0204060801001201401607475767778798081828384858687888990919293949596979899 2000PC Market Developm

6、entM UnitsAcerTSMCIBM PCMicrosoftASUSCompaq PC Price DropWindows 3.0/OfficeWindows 1.0Apple IIASESPILCompalWindows 95MediaTekFoxconnGrowth%QuantaInventecTo Be or Not to Be?Taiwanese ODM MakersFoxconn,Quanta,Compal,Wistron,Pegatron,Inventec,Accton,etc.System BrandsDell,HP,Cisco,IBM,etc.PC&Peripherals