Haiguang chip challenges NVIDIA, and domestic AI computing power ushers in a new breakthrough

Mondo Technology Updated on 2024-02-12

NVIDIA is the world's largest AI chip manufacturer, and its market value has exceeded 17 trillion US dollars, almost monopolizing the market for high-end AI chips. However, the United States** has been restricting Nvidia's exports of its most advanced AI chips to China in an attempt to hinder China's development in the field of artificial intelligence. In the face of this unfair competitive environment, Chinese chip companies have not been discouraged, but have accelerated the pace of independent research and development, trying to create AI chips that can replace NVIDIA. Recently, there is exciting good news from a Chinese chip company, which is Haiguang Information.

Haiguang Information is an enterprise focusing on the R&D, design and sales of computing chip products and systems such as high-end processors and accelerators, and is one of the few companies with high-end processor R&D capabilities. Haiguang Information's products mainly include CPU and DCU, which are used for general computing and deep learning computing scenarios, respectively. Haiguang CPU adopts the X86 architecture, which can be perfectly compatible with the existing X86 platform, providing an alternative choice for domestic servers and workstations. Haiguang DCU is based on GPGPU architecture, compatible with the general "CUDA-like" environment, and can be widely used in big data processing, artificial intelligence, business computing and other fields.

The product performance of Haiguang Information has reached the level of mainstream high-end processors of the same type in the world, and is in a leading position in China. It is reported that Haiguang 1 and Haiguang 2 have achieved commercial application of Haiguang CPU series products, Haiguang 3 is in the verification stage, and Haiguang 4 is in the research and development stage; Haiguang DCU series products Shensuan No. 1 has achieved small batch production, and Shensuan No. 2 is in the research and development stage. Haiguang DCU has good adaptation to most of the mainstream large models at home and abroad, such as Wenxin Yiyan, and can realize the comprehensive application of large models represented by LLAMA, GPT, BLOOM, CHATGLM, Wudao, Zidong Taichu, etc., and the DCU has reached the leading level in China from the ecology of large models.

Haiguang Information's performance is also very bright, from 2020 to 2022, the company achieved an operating income of 1022/23.10/51.2.5 billion yuan, with a CAGR of 12394%;Realized net profit attributable to the parent company -039/3.27/8.0.4 billion yuan, and profitability increased rapidly. In the first half of 2023, the company achieved an operating income of 261.2 billion yuan, a year-on-year increase of +324%;Achieved net profit attributable to the parent company of 67.7 billion yuan, +4235%。The year-on-year growth rate of Haiguang Information's revenue and net profit both ranked second in the performance growth rate of companies in the A-share semiconductor sector.

The success of Haiguang Information is inseparable from its strong R&D strength and innovation capabilities. Haiguang Information's R&D investment has been maintained at a high level in terms of revenue, and from 2019 to 2022, the company's R&D expenses have increased from 1$7.5 billion to $141.4 billion yuan, and the R&D expense ratio increased from 4627% down to 2758%。Haiguang Information has 1,040 intellectual property rights, including 550 invention patents, 206 software copyrights, and 200 integrated circuit layout design intellectual property rights, forming the core technology of CPU and DCU chip design. Haiguang Information has also maintained close cooperative relations with scientific research institutions such as the Institute of Computing Technology of the Chinese Academy of Sciences to jointly overcome the technical problems of high-end processors.

The development of Haiguang Information has also received strong support from the state and society. Haiguang Information is an important undertaking unit of the national "13th Five-Year Plan" major science and technology projects, and is also the key investment object of the national integrated circuit industry investment. Haiguang Information's products have been applied to core downstream fields such as telecommunications, finance, Internet, education, and transportation, contributing to national information security and independent controllability. Haiguang Information has also established good cooperative relations with well-known domestic server manufacturers such as Huawei, Sugon, Inspur, Lenovo, etc., to jointly promote the marketization process of domestic high-end processors.

The rise of Haiguang Information has undoubtedly brought new hope and impetus to China's AI computing power. Haiguang Information not only broke NVIDIA's monopoly in the field of AI chips, but also provided more choices and possibilities for domestic AI applications. Haiguang Information's innovative spirit and fighting attitude are also worthy of learning and reference from other domestic chip companies. It is believed that in the near future, Haiguang Information will become a leader in AI chips in China and even the world, and make greater contributions to the development and application of artificial intelligence.

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