Smart End New Competition: Generative AI Reshapes the Market Structure and Supply Chain Value

Tech 10:17am, 6 August 2025 96

This article cooperates with the Tuojian Academic Industry Research Institute, and the content of the reprint is partially refined. If you want to buy a complete report, please contact the Tuojian Academic Official Website

This article will bring you an idea: Classic Transfer: AI SoC reshapes the product value and competitive logic ecosystem of final devices: the rise of personal AI cloud, Taiwan’s supply chain is manufactured to a unified innovative structure upgrade

Generative AI-promoting computing model quickly shifts from cloud to terminal equipment, opening the next wave of hardware upgrades with AI processors as the core. This article will bring you an idea: Transformation of the Classic: Integration of product value and competitive logic of AI SoC reshapes the product value and competition logic of AI devices: the rise of personal AI cloud, Taiwan’s supply chain manufacturing to the integrated innovative structure upgrade