Including Fubon Securities, Uniform Investment, Yushan Investment Advisors and Hongyuan Investment Advisors recently released the semiconductor industry outlook report, optimistic about the performance of 2018, and Fubon Securities again, they are the most optimistic about the reunification of the semiconductor industry and believe that the semiconductor industry has gradually emerged from the first quarter. At the bottom of the operation, the start-up performance in the second quarter was able to increase. Among them, the biggest driving force for boosting the industry's growth came from high-performance computing applications, especially the AI artificial intelligence and virtual currency mining boom, which led to the strongest semiconductor demand.
Yushan Gu’s analysis showed that Bitland’s global share accounted for more than 70%. Its flagship ant miner, the S9, equipped with 189 ASIC chips, currently has difficulty in mining, and the major mining pools need to use hundreds of miners. , Also boosted ASIC chip demand, ASIC chip using TSMC 16nm process.
Uniform investment analysis, Bitcoin mining in China costs about 3,500 US dollars, the current Bitcoin price is about 8,000-9,000 US dollars, is still profitable, mining demand is expected to continue.
Another major driving force for the development of high-efficiency computing comes from AI applications. Yushan’s investment analysis is a wide range of AI applications. It covers everyday life, safety, shopping, medical care, finance, education, etc. The most widely accepted application is self-driving.
Hong Yuan’s investment analysis shows that by 2021, the semiconductor industry will have 30% of new revenues related to AI technology, including processors, network architecture, supercomputer personal terminal devices, robots, drones, and autopilot, etc. l Sensing, networking and communication devices, ASIC chips, network chips, etc.