Morgan Stanley-Tracking China’s Semi Localization Gauging domestic AI GPU ...-115212229

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📄 文件全名: 《Morgan Stanley-Tracking China’s Semi Localization Gauging domestic AI GPU ...-115212229.pdf》
🎯 适合读者: 战略规划行业研究员
📊 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: #AI

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May 5, 2025 10:16 PM GMT Tracking China’s Semi Localization | Asia Pacific Morgan Stanley Taiwan Limited+

❓ 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。

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