On November 21, 16 hard technology products were rapidly approved on the same day. The approved product lineup includes the first batch of 7 AI ETFs for innovation and entrepreneurship, 3 chip ETFs for the Sci-Tech Innovation Board, 4 ETFs focused on chip design, and 2 actively managed equity funds themed on technology.The fast-paced approval process once again highlights the regulatory emphasis on new productive forces and hard technology-themed funds. Industry insiders from fund companies stated that this conveys a positive signal of support from regulatory authorities for strategic emerging industries.The 16 products will soon initiate fundraising, attracting a new wave of capital focused on the technology sector, guiding the market further towards hard technology companies.This article focuses on the AI chip sector, selecting four high-quality companies for in-depth research to share with everyone.
First Company: Cambrian1) What does the company do?It is a globally renowned emerging company in the smart chip field.2) What are the company’s highlights?It designs chips specifically for the AI field, providing the necessary computational power for AI applications, capable of replacing GPU chips in the AI domain.Second Company: Yuntian Lifei1) What does the company do?It is one of the top two domestic providers of NPU-driven AI inference chip-related products and services.2) What are the company’s highlights?It has long focused on the R&D, design, and commercialization of AI inference chips, providing cost-effective AI inference chips and solutions. The company’s DeepEdge10 series chips have been commercialized, while the DeepVerse and DeepXbot inference chips are under development.Third Company: Dongxin Co., Ltd.1) What does the company do?It is one of the few domestic manufacturers that can provide complete solutions for storage chips including NAND Flash, NOR Flash, and DRAM, and has a stake in Shanghai Lishuan.2) What are the company’s highlights?Shanghai Lishuan has released the 7G100 series products. The 7G100 is completely designed independently in terms of computing core and instruction set, and has developed its own instruction set and software stack; it demonstrates excellent graphics and AI computing capabilities, performing well among mainstream GPUs, and is currently undergoing customer sampling, testing optimization, product production, and market promotion.Fourth Company: Haiguang Information1) What does the company do?The Haiguang DUC products have been fully adapted to mainstream large models both domestically and internationally.2) What are the company’s highlights?The company’s Deep Computing II product has improved performance by over 100% compared to Deep Computing I, achieving commercialization in fields such as big data processing, artificial intelligence, and business computing, with the Deep Computing III product progressing smoothly.Disclaimer: This article is compiled based on publicly available and credible information for reference only and does not constitute any advice.