Artificial intelligence (Ai) is becoming a key driver of innovation in the magnetic component industry and an important engine driving new productivity.
In recent years, big data and artificial intelligence have become hot topics in the field of science and technology, especially the emergence of emerging things such as ChatGPT and SORA, which have attracted the attention of the world.
On March 19 this year, Huang Renxun mentioned in his speech at the NVIDIA GTC conference: NVIDIA does not only sell chips, but also targets the data center market with huge potential. He said: "There is a new industrial revolution happening in these (server) rooms, which I call Al factories. The input raw materials are data and electricity, and the output is data tokens. This command Cards are invisible and will be distributed around the world. It is very valuable, and the new world of generative AI will produce a new form of factory." He also said that the globalization of supply chains is difficult to break, and human AI Development is inseparable from China, and a large number of accessories, especially magnetic devices, are an extremely important part.
In the era of AI, computing power is one of the three major elements of AI (algorithm, data and computing power). In fact, it is also the biggest bottleneck in the development of AI. If you look closely, you will find that behind ChatGPT is OpenAl, and behind OpenAl are computing infrastructure providers like NVIDIA. The world-class competition in AI has actually returned to infrastructure competition. If China wants to deal with the "stuck neck" problem from the infrastructure level, it urgently needs to have leading companies in integrated circuits and magnetic components.
Huang Renxun made it clear in his speech at Stanford University, "The end of Al is photovoltaics and energy storage! We can't just think about computing power. If we only think about computers, we need to burn 14 earths' energy. Super Al will become the source of electricity demand." Bottomless pit." China is one of the world's largest semiconductor markets and one of the world's largest AI application markets. At the same time, computing power has also been listed as a key factor in promoting economic development by the country, and the construction of the "Count in the East and Count in the West" project is in full swing.
As the scale of the Al market continues to expand, social demand for passive components is rising. In the application of AI servers, communication power supplies, server power supplies, data acquisition equipment, intelligent robots, intelligent gateways and other equipment, the signal transmission must be stable, the voltage and current must also be stable, and the equipment must operate stably for a long time, functioning as filtering, choke, etc. Various types of low-loss, high-efficiency, high-reliability inductors and transformers play a vital role. They determine the conversion energy efficiency, energy conservation and environmental protection of the artificial intelligence industry, as well as the stability and reliability of the system.
This poses more stringent challenges to magnetic material companies, inductor companies and transformer manufacturers. This is because companies must have strong independent research and development capabilities and continuously innovate and upgrade existing R&D, production and quality control models in order to meet the needs for customized magnetic components in fields related to big data and artificial intelligence. For example, we have established an industry-leading reliability laboratory to continuously improve the optimization of product structure, high reliability of performance, and durability of product life through rigorous testing and analysis to ensure that components can operate under complex conditions such as high frequency, high temperature, and different temperatures and humidity. Safe, reliable and stable operation in the environment protects artificial intelligence.
By actively developing new productive forces, the magnetic component industry will definitely make great achievements in the field of AI.
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Post time: Apr-06-2024