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PUBLISHER: TrendForce | PRODUCT CODE: 2132637
PUBLISHER: TrendForce | PRODUCT CODE: 2132637
The Rise of AI Agent Applications Will Drive Demand for Core Semiconductor Components from Edge to Cloud
PUBLISHED:
PAGES: 14 Pages
DELIVERY TIME: 1-2 business days
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This report focuses on the development trends of AI agent applications, revealing how they are changing the existing social landscape, and analyzes the possible shifts in AI core computing hardware configurations amid the rise of AI agent applications, as well as the supply chains expected to benefit directly.
Key Highlights
- AI agent applications are reshaping the existing technological and social landscape, driving new patterns of interaction and adoption.
- Their rapid rise is expected to reshape core AI computing hardware configurations, prompting shifts in chip and system architecture.
- Supply chain segments tied to these hardware shifts are positioned to benefit directly from this trend.
Product Code: TRi-209
Table of Contents
1. AI Agents Will Become the Highest-Level Application Solution in the AIGC Era
- Figure 1: Generative Agents Let NPCs Simulate Daily Life & Interact with Each Other
- Figure 2: OpenClaw Architecture Diagram
2. From Individuals to Enterprises, Everyone Will Embrace AI Agent Applications, Reshaping the Existing Social Landscape
- Figure 3: Three Core Capabilities & Encryption Mechanisms for AI Agents
- Figure 4: AI Agent Development Timeline
3. AI Agent Applications Will Upgrade Core Hardware Demand for AI Computing from Edge to Cloud
- Table 1: Enterprise AI Agent Deployment Methods
- Figure 5: Share of Server Clusters with 1:1 GPU-to-CPU Ratio, End of 2028
- Table 2: Key Suppliers Directly Benefiting Under the Wave of AI Agents
4. TRI’s View
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