Morgan Stanley-Tracking China’s Semi Localization Gauging domestic AI GPU ...-115212229
May 5, 2025 10:16 PM GMT Tracking China’s Semi Localization | Asia Pacific Morgan Stanley Taiwan Limited+
报告摘要
May 5, 2025 10:16 PM GMT Tracking China’s Semi Localization | Asia Pacific Morgan Stanley Taiwan Limited+
报告信息
- 文件全名
- 《Morgan Stanley-Tracking China’s Semi Localization Gauging domestic AI GPU ...-115212229.pdf》
- 适合读者
- 核心数据
- We estimate China AI GPU self-sufficiency ratio at 34% in 2024 and expect it to
- be 82% in 2027. We estimate the TAM of cloud AI to grow at 28% CAGR (202427e) to US$239bn in 2027 (link), and China to account for 20% of the total, around
- customer's GPU; assuming 30-50% yield, we expect China local GPU self-sufficiency
- to be 82% in 2027 (see China GPU self-sufficiency analysis ).
- Overall, China semi self-sufficiency ratio at 24%, tracking ahead of our
- 核心议题
常见问题
《Morgan Stanley-Tracking China’s Semi Localization Gauging domestic AI GPU ...-115212229》主要包含哪些内容?
May 5, 2025 10:16 PM GMT Tracking China’s Semi Localization | Asia Pacific Morgan Stanley Taiwan Limited+核心数据:We estimate China AI GPU self-sufficiency ratio at 34% in 2024 and expect it to;be 82% in 2027. We estimate the TAM of cloud AI to grow at 28% CAGR (202427e) to US$239bn in 2027 (link), and China to account for 20% of the total, around;customer's GPU; assuming 30-50% yield, we expect China local GPU self-sufficiency。
这份报告由哪家机构发布?
本报告由Morgan Stanley发布,发布于 2025 年。
这份报告覆盖哪一年、篇幅多大?
覆盖 2025 年,全文约 22。
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适合战略规划、行业研究员等读者参考。
报告涉及哪些关键议题?
重点分析了AI等议题。
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