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Domestic GPUs have a large" curve overtaking "space in some blank segments.
November 11, Weixing Intelligent opened the daily limit, Hongxin Electronics, Qingyun Technology -U rose more than 10%.On the news, the domestic GPU unicorn Moore thread is about to launch an IPO counseling. The first choice is the science and technology board.
Moore thread was established in October 2020. It is an integrated circuit with a full-function graphics processor (GPU) chip design.The technology company, the founder Zhang Jianzhong, was the Global Vice President and General Manager of China.
The official website shows that the company focuses on R & D design full -featured GPU chips and related products, supports AI computing acceleration, 3D graphics rendering, ultra -high -definition video editing decoding, physical simulation and scientific calculations, etc.Multiple combination workloads.
The company has iterated four generations of chips in the past four years. Last year, the first domestic full -featured GPU kica is a cluster.
In early July this year, as the intellectual calculation base in the era of artificial intelligence, Moore threads appeared for the first time with the full stack AI products and the Wanka Zhi calculation cluster solution for the first time.Moore Line and many industry partners jointly demonstrated the rich industry model application solutions based on Ques intellectual cluster.
According to the data, the Moore thread has undergone 6 rounds of financing since its establishment, with a cumulative financing amount of billions of yuan. Investors include Shenzhen Investment Investment, Sequoia China, Bytes Beat, Investment, Zhongguancun Science City, etc.When a round B financing was completed in December 2022, the valuation of the Moore thread had reached 24 billion yuan, ranking among the unicorn companies.
These companies have cooperative relationships
The IPO process is accelerated, and the partners also surface.Data Bao has compiled a list of partners. Among them, He and Thai is the only company in the A -share listed company to participate in the Moore thread, holding 1.244%of the shares.
It is the only computing partner of the Moore thread A shares.Build a Guian AI Intelligent Comegrated Center.
Hongxin Electronics Cooperate with Moore threads to build an intelligent computing center for the Yuan universe scene, and use the Moore thread GPU computing service development industrial quality inspection application systemEssence
In addition, Ziguang Computer is a partner of the Moore Perfect Experience System Alliance. The two parties continue to deepen cooperation to launch high -quality terminal products with both performance and experience. Pudong Development Bank, Postal Savings Bank and Bank of Beijing provides financial support for "Moore Line Full Function GPU 10,000 Cartoon Smart Calculation Research Project".
GPU concept stocks rise sharply
November 11In the morning, the Wind GPU concept stock rose significantly by 7.13%.Longxin Zhongke has risen sharply.The main funds bought Tongfu Microelectronics, Huatian Technology of Tongfu Microelectronics, Huatian Technology , respectively 2.811 billion yuan and 1.166 billion yuan.
According to data treasure statistics, the A -share GPU concept stocks are extremely scarce, only 10 shares.Since September 18, the sector has risen sharply. As of the closing of November 8th, SMIC has risen by 136.56%, Cambrian -U, Tongfu Microelectronics, Huatian, Huatian, HuatianTechnology all rose more than 80%, and the lowest increase Changdian Technology also reached 50.59%.
Allied Market Research predict that the global GPU market size in 2019 will be US $ 19.75 billion, and it is expected to reach US $ 200.85 billion by 2027. The compound annual growth rate from 2020 to 2027 will be 33.66.6%.The gap between domestic GPUs and world giants such as Nvidia and AMD is obvious, but there may be a large "curve overtaking" space in some blank segments.
In an autonomous and controllable environment, the domestic GPU industry ushered in the two -way increase opportunities for total and share, and some manufacturers are expected to explode.
In terms of technical reserves, Citrranga shares The universal graphics processor (GPGPU) of the independent intellectual property rights (GPGPU) of the independent intellectual property rights can support large -scale general -purpose calculations and generators AI (AIGC) Related applications have been deployed by customers to various high -performance AI chips.
Jingjiawei At present, there are 3 generations of GPU products, namely the JM5 series, JM7 series, and JM9 series. Among them, the JM9 series can meet the target recognition and other partsDemand in the field of artificial intelligence.
Statement: All information content of the data treasure does not constitute investment proposals, the stock market is risky, and investment needs to be cautious.
Responsible editor: He Yu
School Division: Ran Yanqing
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