AI technology has attracted attention from the market. In addition to the Alphago equipped with AI function to defeat the mainland chess player and set off waves in the world, Alphago has only spent 2 years through advanced learning from amateur chess players to professional Go 9 players. Therefore, the industry is optimistic. AI will enter into human life in an all-round way. System manufacturers have established their own ecosystems to create faster big data analysis and cloud computing mechanisms. The demand for HPC chips to assist AI operations is also continuously increasing.
Huang Renxun, the chief executive of Huida (NVIDIA), who is praised by the market as the father of AI, has spared no effort in promoting the application of AI into human life. Huang Rendong pointed out that the most independent and powerful scientific and technological assistance of human beings is emerging. That is, AI technology has begun to be used in large numbers. Different fields. To achieve the AI goal, the machine must be able to perceive the environment and make judgments and decisions through deep learning. In the first wave of industrial revolution, the machine made productivity from manpower to automation, and AI can be seen as second The wave industrial revolution can allow human intelligence to be automated and all industries will therefore be innovated.
Currently, AI applications on the market can be said to have blossomed, but most applications such as smart speakers, face recognition, and unmanned shops, etc., use AI technology can only be described as fur. However, in view of the development of AI market, it is mainly divided into There are three major steps. First, let the machine use deep learning or machine learning to collect the required data. Second, let the machine learn through to learn what is useful data. Third, let the machine learn and achieve the ability to make its own correct Decision and judgment.
In order to achieve these three major steps, the HPC chip is born, but in different industries, the collection and use of data is not the same. The major system manufacturers must therefore design the HPC chip for different industrial characteristics. Custom-designed application-specific chips (ASICs) for computing performance. Therefore, to provide system-factor-customized ASIC commissioned design services, IC design service providers such as Zhiyuan and Shixin become the largest beneficiaries in the AI market, and Bringing Silicon Intellectual Property (IP) companies such as Liwang, M31, Crystal Core and others to take orders.
At the same time, in order to establish a complete AI ecosystem, large international companies also come to Taiwan to seek cooperation partners, because only in Taiwan's complete semiconductor production chain, can quickly design and mass production of AI application chips. Therefore, including the upstream IC design plant For example, MediaTek, Raychem, and Sunplus all launched AI chips to seize market opportunities, foundries TSMC and UMC, and packaging and testing plants such as Riyueguang and Jingyuandian to undertake OEM production of AI and HPC chips. This year is expected to formally Fight for the AI chip market and become a beneficiary under the wave of AI.