Shanghai’s computing chip companies, such as Tensowise and Birun Technology, were among the first in the industry to complete the adaptation of the DeepSeek R1 model at the beginning of this year, and are considered to have the opportunity to lead the technological ecosystem in the AI computing era, reshaping the global computing landscape. In addition to companies providing foundational computing capabilities, chip companies like Meiren Semiconductor, which focus on smart terminal applications, are also expected to seize opportunities in the AI wave as it spills over from algorithms and computing power to application ends.
The AI revolution is not only a test of individual companies’ technological capabilities but also relies on the accumulation and eruption of collective intelligence.
Taking Shanghai Lingang (SH.600848) as an example, through policy support and resource aggregation, it has built a broad development platform for many companies, including Tensowise, Birun Technology, and Meiren Semiconductor. As industrial parks and companies work hand in hand, how these parks can leverage their previous industrial accumulation advantages to further amplify innovation efficiency under the continuous empowerment of AI technology has become a key proposition in this industrial transformation.
Shanghai computing chip companies lead the adaptation of domestic large model innovations“Tensowise completed the adaptation to the DeepSeek model in just one day,”the company stated to the Science and Technology Innovation Board Daily, “and officially launched multiple large model integrated machines.” The emergence of DeepSeek has boosted confidence in the development of domestic computing chips.“The algorithm model has validated the feasibility of domestic computing chip technology, and there is an opportunity to open up an ecological-level alternative channel through business model innovation, which is expected to further enhance the status of domestic chips in the global AI ecosystem.”
According to reports, Tensowise’s series of products rely on a fully self-developed general architecture, demonstrating excellent compatibility and applicability. Currently, it supports over 200 AI models, meeting the general computing needs and high-precision calculations in scientific computing scenarios. Additionally, Tensowise’s support for the latest algorithms and customized algorithms allows it to comprehensively cover the vast majority of application scenarios, providing solid support for diverse applications across different industries.
“DeepSeek reduces the dependence on high-end GPUs, changing the application logic of domestic chips. Its inference card requires less advanced process technology, making market demand more aligned with domestic AI chips, creating a market space worth billions for domestic chips. Moreover, during the adaptation process to DeepSeek, domestic chip manufacturers had to deeply study its technical architecture and performance requirements, promoting their own progress in software optimization and providing an opportunity for breakthroughs in the software ecosystem for domestic chips.”Tensowise stated.
In addition to Tensowise, well-known chip companies such as Birun Technology and Muxi also announced at the beginning of this year that they had completed adaptation to DeepSeek and are already able to explore and respond to potential demands in key industries such as industrial and finance.
Birun Technology announced in February this year that the DeepSeek R1 was released on its domestic AI computing platform. From Birun Technology’s perspective, the deep integration of both parties not only realizes the feasibility of the domestic independent technology route but also provides developers with an innovative experience of “high performance + low cost” through open-source collaboration and hardware innovation. With the promotion of AI technology, application scenarios are continuously expanding, and Birun Technology is expected to achieve breakthroughs in more fields, pushing domestic chips to occupy an important position and lead industry development trends.
“During the adaptation process of the DeepSeek model, the industry generally encounters issues such as multi-machine interconnection technology and mixed precision computing.” However, at the same time, the opportunities brought by DeepSeek are limitless.
Tensowise stated that through innovations in underlying architecture and open-source strategies, it has built a strong ecological moat, driving the vigorous development of the entire AI ecosystem, attracting numerous cloud service providers, chip manufacturers, and other ecological participants to jointly promote the transformation of the entire AI industry chain.
It is reported that the DeepSeek, supported by Tensowise’s computing chips, has launched multiple large model integrated machines and has collaborated with partners such as Juexing Star, Wuwen Xinqiong, and Lenovo to achieve practical applications in finance, education, healthcare, and transportation.
AI innovation spills over, benefiting the smart terminal industry chainIn fact, in addition to chip companies providing foundational computing capabilities, there are also an increasing number of edge intelligent connection chips around AI terminal applications, which are simultaneously welcoming new development opportunities and will leverage this technological revolution to rejuvenate the global intelligent technology ecosystem, with Shanghai, China as the source of innovation.
A relevant person from Meiren Semiconductor stated to the Science and Technology Innovation Board Daily,“The entry of AI technology into the home appliance industry is inevitable. AI technology may first be applied to optimize various subsystems of home appliances to reduce overall system power consumption and noise. Although consumers may not directly perceive the AI technology in new home appliances, the AI technology that consumers can clearly perceive may be natural language interaction between people and home appliances. These new product demands will have different requirements for computing power, storage resources, and networking capabilities in different application scenarios for upstream chip products.”
Meiren Semiconductor was established in 2018 and is located in the Lingang Songjiang Technology City under Shanghai Lingang. It is a chip company under the Midea Group, focusing on semiconductor chip research and development in the fields of IoT, consumer electronics, and industrial control.
According to Meiren Semiconductor, the gold standard for measuring chip quality is market failure rate. “From the data of our customers’ annual usage of tens of millions of chips, our chip’s market failure rate has reached an internationally advanced level.”
In the face of the surging AI wave, Meiren Semiconductor is actively laying out new product development to meet new market demands. “We particularly emphasize fully communicating with customers and deeply customizing high-quality chips that meet customer needs at a high cost-performance ratio.”
Meiren Semiconductor stated thatnew electronic products will bring new chip demands, such as chips used in wearable devices that typically have high power consumption requirements, leading to significant market growth for low-power Bluetooth chips; additionally, the development of IoT has also brought incremental market opportunities for wireless network chips such as Wi-Fi/Bluetooth multimode chips.
A report from the China Academy of Information and Communications Technology states that innovation in information and communication technology has shifted from past single-point breakthroughs to multi-technology collaborative advancement and collective evolution. Key technologies such as artificial intelligence, the Internet of Things, satellite communication, and big data are continuously breaking through, accelerating the innovation process in the terminal industry, and the new generation of intelligent terminals is gradually deepening and becoming practical.
How does Shanghai Lingang support the innovation high ground of domestic chips in the AI computing era?
In the AI technological revolution brought by domestic algorithm models such as DeepSeek, the rapid response of chip companies is both a culmination of the development of Shanghai’s integrated circuit industry over the past few decades and a significant aspect of the industrial innovation ecosystem.
Taking well-known chip companies such as Tensowise, Birun Technology, and Meiren Semiconductor as examples, they are all established in the parks under Shanghai Lingang. Benefiting from the policy cultivation of the Lingang industrial park, these companies have gained many conveniences in financing growth, talent cultivation, and industrial ecological cooperation.
According to the person in charge of Tensowise, the Lingang Pujiang International Science and Technology City under Shanghai Lingang has provided strong support for the development of Tensowise. From a living perspective, the area has convenient transportation and well-developed living facilities, which are conducive to attracting and retaining talent. From the perspective of policy support, the local government provides comprehensive “concierge” services in areas such as talent settlement and public rental housing applications, addressing employees’ concerns. In terms of talent development, the park’s strong entrepreneurial atmosphere and rich corporate resources provide a broad platform for talent exchange and career development.
“Compared to other industrial parks globally, the Lingang park is highly competitive in terms of policy flexibility for attracting talent, cost of living advantages, and support for emerging industries. These advantages collectively help companies like Tensowise attract and cultivate outstanding talent in the fierce industry competition, promoting the continuous development of the integrated circuit industry.”
Tensowise’s collaboration with upstream and downstream companies in the Lingang park is also reflected in providing computing power support to external park enterprises.
It is reported that Tensowise has assisted the park in deploying the Lingang Pujiang domestic computing platform’s IDC data center. Any enterprise in the park with demand can submit a technology achievement transformation project request, and after evaluation, can coordinate computing power support through this platform. “Tensowise explores innovative models and application scenarios for intelligent computing with high-performance general GPUs, providing strong computing power support for the new area and promoting the development of the domestic general GPU-enabled intelligent computing industry.”
In the Lingang Pujiang International Science and Technology City, relying on the Shanghai integrated circuit characteristic industrial park known as the “Pujiang Creative Chip City,” a number of chip design companies for GPUs, CPUs, PON, and leading companies in silicon photonic materials, as well as semiconductor materials and equipment applications, have gathered, highlighting the integrated circuit industry’s clustering trend. The GPU chip unicorn Birun Technology is here, gradually defining and developing domestic high-performance chip products, initiating a sprint for listing on the Science and Technology Innovation Board, and making a remarkable impact in the AI wave brought by DeepSeek, providing innovative experiences for market users.
After settling in the Lingang Songjiang Technology City, Meiren Semiconductor has achieved a cumulative effect of supportive policies, leveraging the strong momentum of the G60 Science and Technology Innovation Corridor and the dual support of the Zhangjiang policies.The company not only enjoys precise policy dividends such as industrial special support and talent cultivation incentives but also significantly improves operational efficiency through deep integration with the regional innovation ecosystem. The company’s person in charge stated that the rich resource docking channels within the park greatly reduce the comprehensive costs of expanding cooperation between enterprises, providing strong support for collaborative innovation in the regional industrial chain.
It is reported that as a core source of technological innovation and an important carrier for major technological achievement transformations in the Yangtze River Delta G60 Science and Technology Innovation Corridor, the Lingang Songjiang Technology City continuously deepens the connotation of professional services, focusing on building a “concierge-style” full-chain, full-lifecycle service system, providing one-stop, comprehensive professional service support for enterprises in policy application, rapid review of intellectual property, investment and financing docking, talent introduction, legal consulting, etc., helping enterprises to steadily advance on the road of innovative development.
The development and mutual integration of the aforementioned chip companies with the Lingang park is just a microcosm of innovative projects gradually growing in Shanghai, where the integrated circuit industry is clustering. Shanghai Lingang organically links the innovative elements needed for industrial development.
Shanghai Lingang adopts a “fund + base” development model, driven by investment and powered by innovation, focusing on leading industries such as integrated circuits, promoting the deep integration of innovation chains, industrial chains, capital chains, and talent chains, forming a virtuous closed loop of “capital + technology,” and helping Shanghai continue to build a high ground for the integrated circuit industry.
At the same time, in Shanghai, emerging industries represented by integrated circuits are also empowering the high-quality coordination of regional economy and technology, facilitating the landing of innovations across the Yangtze River Delta, nationwide, and even globally. Shanghai Lingang is also using more benchmark cases to assist Shanghai in building a “domestic large circulation center node and a link for domestic and international dual circulation strategies,” promoting the regional integration development to expand to deeper levels and broader fields.
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