1. The article discusses the critical role of blank wafer suppliers in the semiconductor industry, highlighting their transformation of silicon sand into high-purity monocrystalline silicon wafers. 2. It explains the importance of silicon in the semiconductor industry, noting its semiconductor properties and the stringent purity requirements for electronic-grade silicon. 3. The article also addresses the current market dynamics, including the impact of the AI revolution on silicon demand and the challenges faced by GPU manufacturers in increasing performance within the reticle limit.

1、Nvidia是AI_processing_market的領導者，擁有高度的邊際利潤。 2、AI革命正在改變半導體供應鏈，新玩家出現，競爭加劇。 3、TSMC是半導體製造的龍頭，Nvidia和Apple是TSMC的主要客戶。