Zheng Xiaoxi of China Southern Fund: What stage has China s AI computing power chip reached?

Mondo Technology Updated on 2024-02-21

In the key technical field of artificial intelligence, computing chips, as the basic support, play a decisive role in technological progress and application innovation. The domestic development momentum in this field is strong, especially in the performance improvement and independent production capacity has made significant progress.

In terms of performance, domestic AI computing chips have achieved a qualitative leap. Although there is still a big gap compared with the A series products of international leading enterprises at the beginning of the year, after half a year of technology accumulation and iterative updates, the performance of some domestic chips has been comparable to them, and even surpassed in some indicators. It is expected that with the continuous breakthrough of technology, domestic chip companies will launch more next-generation products with stronger performance and more in line with market demand, and gradually narrow the gap with the top international H series products.

From the perspective of production foundry, although domestic AI chip companies are facing the uncertainty of overseas wafer factory production, this has also given rise to the development demand for domestic process technology. At present, although there is a gap between China and the international advanced level in advanced process technology, with the progress of domestic equipment technology and the improvement of manufacturing capacity, it is expected to achieve a qualitative leap in production capacity, and further promote the independence of the domestic AI computing chip industry and the improvement of international competitiveness.

These advances not only reflect the technological progress in the field of domestic AI computing chips, but also create more possibilities for domestic enterprises to explore the international market. As one of the investment directions, Nanfang Information Innovation pays great attention to the development of semiconductor manufacturing and independent and controllable technology, and is optimistic that domestic enterprises will play a more important role in the global semiconductor industry chain.

This article was first published in the interpretation of the financial outlet, if there is **, please indicate the source.

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