09/27/2024, 01:15 PM UTC
国巨：AI大厂都是客户！被动元件、功率半导体需求将大幅提升Guo Jiu: AI Giants are All Customers! Demand for Passive Components and Power Semiconductors Will Increase Significantly
➀ 国巨集团董事长陈泰铭阐述国巨的转型之路，强调国巨不再是过去的国巨。在AI发展趋势下，被动元件、传感器、功率组件等地用量提升，国巨拥有完整产品线，有望成为AI市场的大赢家之一。➁ 国巨掌握所有AI所需的被动组件产品线，例如AI服务器使用的最大积层陶瓷电容（MLCC）是X6S型号，已成为台湾供应量最大的主流供应商。➃ AI应用包括数据中心、服务器、AI PC和AI手机等，均快速发展。亚马逊、Meta、英伟达等科技巨头正在AI领域竞争，未来几年预计将有重大投资和竞争。➀ Guo Jiu Group's Chairman Chen Tai-Ming discusses the company's transformation path, emphasizing that Guo Jiu is no longer the Guo Jiu of the past. With the growth of AI, demand for passive components, sensors, and power components is expected to rise significantly, and Guo Jiu has a complete product line to become a big winner in the AI market. ➁ Guo Jiu controls all passive component product lines required for AI, such as the X6S model of stacked ceramic capacitors (MLCC) used in AI servers, making it the largest supplier in Taiwan. ➃ AI applications include data centers, servers, AI PCs, and AI phones, and are all developing rapidly. The technology giants like Amazon, Meta, and Nvidia are competing in the AI field, and significant investment and competition are expected in the next few years.
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