Core Insights - The domestic GPU industry in China is experiencing a significant push towards IPOs, with companies like Moore Threads and Muxi Integrated Circuit completing their listing guidance, indicating a growing interest and investment in the sector [1][2] - The global GPU market is projected to reach $105 billion by 2025, with a compound annual growth rate (CAGR) of 32.8%, highlighting the increasing demand for GPU technology, particularly in AI and high-performance computing [2] - The current surge in domestic GPU companies seeking to go public is partly driven by U.S. restrictions on high-end AI chip supplies to China, coupled with a rapid increase in domestic computing power demand [2] Company Summaries - Moore Threads, founded in October 2020, focuses on the design of full-function GPU chips and related products, with a valuation of 25.5 billion yuan, ranking 261st on the 2024 Global Unicorn List [1] - Muxi Integrated Circuit, established in September 2020, aims to provide a full-stack GPU chip and solutions for heterogeneous computing, with various product lines targeting different computing needs [1] - The launch of DeepSeek-R1 is expected to lower the performance requirements for GPU chips in model training and inference, presenting significant opportunities for domestic GPU companies that have previously lagged in performance [3]
摩尔线程、沐曦集成完成上市辅导 国产GPU芯片公司加速冲刺IPO
Xin Hua Cai Jing·2025-06-23 12:29