Here are the key trends showcased at ComputeX regarding AI chip stocks:
1. Unprecedented Interest in ComputeX: The event saw unprecedented attendance, highlighting the importance of Taiwan's technology ecosystem, a positive sign for long-term growth.
2. Accelerated Iteration of AMD AI Chips: $Advanced Micro Devices (AMD.US)$ announced an annual iteration plan for its Instinct AI chips, with MI325X, MI350 series, and MI400 planned for 2024, 2025, and 2026, respectively. This rapid iteration is focused on increasing HBM density, similar to NVIDIA's roadmap.
3. Mixed Feedback on CoPilot+PC: Early feedback on $Microsoft (MSFT.US)$ 's CoPilot+PC, powered by chips with up to 40+ TOPS, indicates uneven AI performance. However, application support may expand in 2024's second half. $Qualcomm (QCOM.US)$ and $Advanced Micro Devices (AMD.US)$ lead in SoC supply, while $Intel (INTC.US)$ 's platform is expected later.
4. Significant ARM CPU Breakthrough in PCs: Windows on $Arm Holdings (ARM.US)$ is poised for meaningful market share gains, with Qualcomm's Snapdragon X Elite CPU matching $Apple (AAPL.US)$ 's M3 and outperforming x86 rivals. Qualcomm plans annual iterations, faster than the typical two-year cycle in the PC CPU market.
5. Prevalence of GB200 and Liquid Cooling Technology: GB200 configurations are expected to become mainstream, benefiting supply chain players. Liquid cooling solutions are also widespread, indicating potential competition in system-level solutions.
6. New Server CPU Launches from Intel and AMD: Intel and AMD announced next-generation server CPUs with improved performance. Granite Rapids and Turin are expected to drive server spending in 2024's second half and 2025, benefiting AMD's market share and its ecosystem, including TSMC.
2. Accelerated Iteration of AMD AI Chips: $Advanced Micro Devices (AMD.US)$ announced an annual iteration plan for its Instinct AI chips, with MI325X, MI350 series, and MI400 planned for 2024, 2025, and 2026, respectively. This rapid iteration is focused on increasing HBM density, similar to NVIDIA's roadmap.
3. Mixed Feedback on CoPilot+PC: Early feedback on $Microsoft (MSFT.US)$ 's CoPilot+PC, powered by chips with up to 40+ TOPS, indicates uneven AI performance. However, application support may expand in 2024's second half. $Qualcomm (QCOM.US)$ and $Advanced Micro Devices (AMD.US)$ lead in SoC supply, while $Intel (INTC.US)$ 's platform is expected later.
4. Significant ARM CPU Breakthrough in PCs: Windows on $Arm Holdings (ARM.US)$ is poised for meaningful market share gains, with Qualcomm's Snapdragon X Elite CPU matching $Apple (AAPL.US)$ 's M3 and outperforming x86 rivals. Qualcomm plans annual iterations, faster than the typical two-year cycle in the PC CPU market.
5. Prevalence of GB200 and Liquid Cooling Technology: GB200 configurations are expected to become mainstream, benefiting supply chain players. Liquid cooling solutions are also widespread, indicating potential competition in system-level solutions.
6. New Server CPU Launches from Intel and AMD: Intel and AMD announced next-generation server CPUs with improved performance. Granite Rapids and Turin are expected to drive server spending in 2024's second half and 2025, benefiting AMD's market share and its ecosystem, including TSMC.
7. Mediatek Deepens Partnership with NVIDIA：Despite not announcing a key ARM product, Mediatek's keynote highlighted their focus on data center ASICs and a strengthened partnership with $NVIDIA (NVDA.US)$ , a leader in automotive, ARM computing, and enterprise/networking ASICs.
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