The focus of AI development shifts from training to reasoning. Customized ASICs are expected to usher in an explosion

① Driven by DeepSeek, CSP companies are expected to more actively develop their own low-cost ASIC solutions and shift their focus from AI training to AI reasoning. It is estimated that the proportion of AI reasoning servers will gradually increase to nearly 50%.
② Guotai Junan pointed out that AI ASIC chips have power consumption and cost advantages and are an inevitable choice.

The TrendForce Group Consulting report pointed out that under the basic scenario with the highest probability of occurrence, global AI server shipments are expected to increase by nearly 28% annually in 2025. Driven by DeepSeek, CSP companies are expected to be more actively developing their own low-cost ASIC solutions and shift their focus from AI training to AI reasoning. It is estimated that the proportion of AI reasoning servers will gradually increase to nearly 50%.

Guotai Junan pointed out that ASICs are designed for specific scenarios and have supporting full-stack ecosystems of software and hardware. Although there is still a gap between the computing power of a single ASIC and the most advanced GPUs, the computing power utilization efficiency of the entire ASIC cluster may be higher, and at the same time It also has obvious price and power consumption advantages. As the software ecosystem gradually matures, ASICs are expected to be more widely used in AI reasoning and training. AI ASIC chips have power consumption and cost advantages and are an inevitable choice. At present, AI algorithms converge towards Transformer, and the deep learning framework is mainly PyTorch, which provides an important prerequisite for the development of AI ASICs. In addition, since ASICs are designed for specific tasks, their computing power utilization may be higher, and Google TPU computing power utilization can exceed 50%. For cloud vendors, ASIC is still an important choice to increase the diversity of supply chains.

According to the Cailian theme library, among the relevant listed companies:

GuokeweiSaid that the company has the ability to provide ASIC-related services.

Fu ManweiAs of the third quarter of 2024, ASIC-related chips accounted for about 25% of the company’s business.

Related stocksGuokewei+2.44%Fu Manwei-0.42%