政大機構典藏-National Chengchi University Institutional Repository(NCCUR):Item 140.119/152747

政大機構典藏-National Chengchi University Institutional Repository(NCCUR):Item 140.119/152747

English | 正體中文 | 简体中文 | Post-Print筆數 : 27 | 全文筆數/總筆數 : 113478/144464 (79%)
造訪人次 : 51489607 線上人數 : 632

RC Version 6.0 © Powered By DSPACE, MIT. Enhanced by NTU Library IR team.

搜尋範圍

查詢小技巧：

您可在西文檢索詞彙前後加上"雙引號"，以獲取較精準的檢索結果

若欲以作者姓名搜尋，建議至進階搜尋限定作者欄位，可獲得較完整資料

進階搜尋

主頁 ‧ 登入 ‧ 上傳 ‧ 說明 ‧ 關於政大典藏 ‧ 管理

到手機版

政大機構典藏 > 商學院 > 國際經營管理英語碩士學程IMBA > 學位論文 > Item 140.119/152747

請使用永久網址來引用或連結此文件: https://nccur.lib.nccu.edu.tw/handle/140.119/152747

題名:	AI伺服器市場的供應鏈競爭策略研究 A Study of Supply Chain’s Competitive Strategy in AI Server Market
作者:	游世瑄 Yu, Owen
貢獻者:	吳文傑 Jack Wu 游世瑄 Owen Yu
關鍵詞:	AI伺服器電子零件供應鏈雲端服務供應商競爭策略 Competitive Strategy AI Server Electronic components Supply chain Cloud Service Provider
日期:	2024
上傳時間:	2024-08-05 13:46:43 (UTC+8)
摘要:	In recent years, with the flourishing development of artificial intelligence (AI), 5G communication and Edge computing, it has driven engineering upgrades, expanded manufacturing capabilities and creating higher value-added server and data center. Particularly, the widespread adoption of ChatGPT and Generative AI application has spurred cloud service providers (CSPs) to actively develop AI servers and customized chip, providing not only new manufacturing opportunity to Taiwan ODM but also driving the supply chains to develop the most advanced electronic components to achieve the fastest speed specification in the Information Communication Technology (ICT) markets. Taiwan ODMs dominates worldwide server manufacturing and shipment and have been cooperated with of cloud service providers (CSPs) in server industry. Supply chain also plays n significant role in AI server to offer the most advanced solution into AI server such as Nvidia, Samsung, Delta, TE Connectivity, etc. This study utilizes a qualitative case analysis method to research literature which mainly focus on the eco system of AI servers and the development direction of CSPs and supply chain, delving into discussions on competitive strategies. The research includes macroeconomic PEST analysis, five force analysis and competitive strategy to examine the competitive strategy of AI server’s supply chain to grow with AI server trend. In recent years, with the flourishing development of artificial intelligence (AI), 5G communication and Edge computing, it has driven engineering upgrades, expanded manufacturing capabilities and creating higher value-added server and data center. Particularly, the widespread adoption of ChatGPT and Generative AI application has spurred cloud service providers (CSPs) to actively develop AI servers and customized chip, providing not only new manufacturing opportunity to Taiwan ODM but also driving the supply chains to develop the most advanced electronic components to achieve the fastest speed specification in the Information Communication Technology (ICT) markets. Taiwan ODMs dominates worldwide server manufacturing and shipment and have been cooperated with of cloud service providers (CSPs) in server industry. Supply chain also plays n significant role in AI server to offer the most advanced solution into AI server such as Nvidia, Samsung, Delta, TE Connectivity, etc. This study utilizes a qualitative case analysis method to research literature which mainly focus on the eco system of AI servers and the development direction of CSPs and supply chain, delving into discussions on competitive strategies. The research includes macroeconomic PEST analysis, five force analysis and competitive strategy to examine the competitive strategy of AI server’s supply chain to grow with AI server trend.
參考文獻:	[1] Charles W. L. Hill, Melissa A. Schilling, Gareth R. Jones (2017)。策略管理 [2] Chris Miller (2023) 。晶片戰爭：矽時代的新賽局，解析地緣政治下全球最關鍵科技的創新、商業模式與台灣的未來 [3] 陳牧蜂 (2024)。MIC。AI資料中心市場發產與關鍵議題 [4] 陳牧蜂 (2024)。MIC。2023年伺服器產業發展現況暨關鍵議題 [5] 蕭聖倫 (2024)。DIGITIMES。2023~2028年全球伺服器出貨CAGR估6% [6] 蕭聖倫 (2024)。生成式AI發展將快速推升雲端推論需求 [7] 商業周刊 (2024)。AI隱形冠軍在台灣。第1875期 [8] 商業周刊 (2024)。黃仁勳AI台灣隊出列。第1908期 [9] 陳郁欣 (2019)。中美貿易戰爭對台灣進出口的影響 : 以電子零組件為例 [10] NVIDIA AI Summit (https://www.nvidia.com/gtc/keynote ) [11] AI Supply Chain Tracker, Morgan Stanley 2024March [12] Datacenter Market Insights-ODM Direct, Morgan Stanley 2024March [13] Asia Server, PC, and Smartphone global market research, NOMURA 2024March [14] Server Manufacturing Levels Defined, 2017. [15] U.S. curbs export of more AI chips, including Nvidia H800, to China [16] Nvidia GB200 Archiecture. [17] Nvidia GB200 NVL72 [18] Data Center’s power conversion [19] High-End AI Server Demand from North America’s Top Four CSPs Expected to Exceed 60% in 2024, Says TrendForce [20] U.S. curbs export of more AI chips, including Nvidia H800, to China [21] Gen AI, HPC to fuel HBM market growth. [22] INSTITUTE FOR STRATEGY & COMPETITIVENESS [23] PESTEL Analysis theory [24] 2024 Taiwan ICT market trend analysis [25] Taiwan New Southbound Policy
描述:	碩士國立政治大學國際經營管理英語碩士學位學程(IMBA) 111933027
資料來源:	http://thesis.lib.nccu.edu.tw/record/#G0111933027
資料類型:	thesis
顯示於類別:	[國際經營管理英語碩士學程IMBA] 學位論文

文件中的檔案:

檔案	描述	大小	格式	瀏覽次數
302701.pdf		2009Kb	Adobe PDF	0	檢視/開啟

在政大典藏中所有的資料項目都受到原著作權保護.

社群 sharing

著作權政策宣告 Copyright Announcement

1.本網站之數位內容為國立政治大學所收錄之機構典藏，無償提供學術研究與公眾教育等公益性使用，惟仍請適度，合理使用本網站之內容，以尊重著作權人之權益。商業上之利用，則請先取得著作權人之授權。
The digital content of this website is part of National Chengchi University Institutional Repository. It provides free access to academic research and public education for non-commercial use. Please utilize it in a proper and reasonable manner and respect the rights of copyright owners. For commercial use, please obtain authorization from the copyright owner in advance.

2.本網站之製作，已盡力防止侵害著作權人之權益，如仍發現本網站之數位內容有侵害著作權人權益情事者，請權利人通知本網站維護人員(nccur@nccu.edu.tw)，維護人員將立即採取移除該數位著作等補救措施。
NCCU Institutional Repository is made to protect the interests of copyright owners. If you believe that any material on the website infringes copyright, please contact our staff(nccur@nccu.edu.tw). We will remove the work from the repository and investigate your claim.

DSpace Software Copyright © 2002-2004 MIT & Hewlett-Packard / Enhanced by NTU Library IR team Copyright © - 回饋