AI chips are widely used for artificial intelligence training and inference tasks, such as GPUs and ASIC chips.
ASIC chips are chips specifically designed for particular purposes. Due to their custom design, ASIC chips are more suitable for the field of artificial intelligence, achieving higher computational efficiency and lower power consumption.
First Company: Cambricon
Subfield: AI chips
Company Highlights: Mastering core technologies in the AI chip field, the company designs intelligent chips specifically for artificial intelligence, capable of replacing GPUs.
Mid-year Performance: Net profit increased by 295% year-on-year, operating income increased by 4347% year-on-year.
Second Company: Hygon Information
Subfield: AI chips
Company Highlights: A leading domestic CPU and GPU company, the chip “Deep Learning No. 2” developed by the company has been commercialized in the field of artificial intelligence, with performance improved by more than 100% compared to “Deep Learning No. 1”.
Mid-year Performance: Net profit increased by 40% year-on-year, operating income increased by 45% year-on-year.
Third Company: Dongxin Co., Ltd.
Subfield: AI chips
Company Highlights: The company’s main business is storage chips, but it holds a 37.88% stake in Shanghai Lishuan. Shanghai Lishuan is a high-tech company specializing in the research and production of GPUs, and its 7G100, a fully self-developed high-performance graphics GPU chip, is completely designed in-house from the instruction set to the computing core, applicable in the field of artificial intelligence.
Mid-year Performance: Net profit decreased by 21% year-on-year, operating income increased by 28% year-on-year.
Fourth Company: Chipone Technology
Subfield: ASIC chips
Company Highlights: In the semiconductor IP field, the company ranks seventh globally and first in mainland China. Based on its own IP, it has a chip customization solution platform for the artificial intelligence field, with nearly 200 million AI chips shipped globally equipped with the company’s IP. On September 12, it announced the acquisition of 97% of the shares of Chipwise Semiconductor to improve the company’s RISC-V CPU IP shortcomings.
Mid-year Performance: Net profit decreased by 12% year-on-year, operating income increased by 4% year-on-year.
Fifth Company: Aowei Technology
Subfield: ASIC chips
Company Highlights: In the chip customization business, the company can provide one-stop services from design to mass production. The company has sufficient orders in hand for its chip customization business. The company stated on a public platform that it expects revenue from chip customization to grow several times by 2026 compared to 2024.
Mid-year Performance: Net profit increased by 7.29% year-on-year, operating income increased by 14% year-on-year.
Sixth Company: Yuntian Lifeng
Subfield: ASIC chips
Company Highlights: The company has long focused on the research, design, and commercialization of AI inference chips. According to institutional reports, the company is one of the top three AI inference chip service providers, ranking among the top two in China in the NPU-driven AI inference chip industry.
Mid-year Performance: Net profit increased by 33% year-on-year, operating income increased by 123% year-on-year.
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