半分析市场状况.pdf

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1、Daniel Nishball Director of ResearchJordan Nanos Member of Technical StaffSemiAnalysis:State of the MarketOCP SPECIAL FOCUS:MARKET IMPACT&OCP ADOPTION STORIESSemiAnalysis:What We DoKey TrendsIntroduction to InferenceMAX“How to pick a GPU”Introduction to ClusterMAX“How to rent GPUs”Introduction to To

2、kenomics Future PlansContents2SemiAnalysis:What We DoResearch and AnalysisSemiAnalysis is an industry leading Semiconductor and AI Research firm.Our coverage spans the entire supply chain,from semiconductor fabrication essentials to cutting-edge AI Models,and the datacenter infrastructure powering t

3、hem.Product-First ApproachAnalysts have extensive experience working in the semiconductor and AI industries.We attend 50+conferences annually,learning from industry professionals to deeply understand the technology,and the merits of products and services.Connecting the Dots No other independent rese

4、arch firm spends more time in the field,seeking out and connecting publicly available data points.We also apply deep technical expertise with our engineering teams to drive actionable conclusions and insights from first-hand experience.SemiAnalysis:What We DoSector Coverage Tokenomics,Applications,I

5、ntelligenceAI Companies,AI Models,Cloud ServicesAccelerators,Networking,Optics,DatacentersODM and OEMsIC DesignFoundry and IDMsTesting and PackagingSemicap EquipmentSubassemblies,Materials,ConsumablesTeam MembersSemiAnalysis:What We Do42 team members globally(plus interns!)26 in North America(office

6、s in SF,NYC)5 in Europe11 in AsiaSemiAnalysis:What We D(186,000 subscribers on free tier)SemiAnalysis:What We D(institutional business)continued on next pageSemiAnalysis:What We D(institutional business)continued on next pageSemiAnalysis:What We D(institutional business)ToolsDataKey Trends1.The End