Group 1: New AI Chip Releases - Suiyuan Technology and Muxi launched their new AI chips at the World Artificial Intelligence Conference (WAIC) on July 27, with Suiyuan's L600 chip developed over two and a half years, featuring a training and inference integrated architecture [1] - The L600 chip has a storage capacity of 144GB and a storage bandwidth of 3.6TB/s, supporting FP8 low precision to enhance training speed and reduce computing costs [1] - Muxi's new C600 chip also follows an integrated training and inference model, with a storage capacity increased from 64GB in the previous C500 to 144GB, utilizing advanced HBM3e memory [4] Group 2: Company Performance and Market Position - Suiyuan's previous S60 chip has shipped 70,000 units, making it a leading player in the domestic AI chip market, with deployments across five major intelligent computing clusters in China [1] - Muxi's C500 chip accounted for 97.28% and 97.87% of its revenue in 2024 and the first three months of 2025, respectively, indicating strong market demand for its products [7] - Muxi has sold over 25,000 GPU products as of March this year, and its IPO process is currently in the inquiry stage after being accepted on July 19 [7] Group 3: Future Developments - Suiyuan plans to establish a 10,000-card inference cluster in Gansu, set to be operational by December 2024, utilizing 10,016 S60 computing cards [1] - Muxi's C600 project has a total investment of approximately 1.37 billion yuan, with small batch production expected in the fourth quarter of this year, and the next-generation C700 series is already in development with an investment of about 2.04 billion yuan [4]
H20重返中国市场在即 燧原和沐曦同日发布新一代AI芯片
Nan Fang Du Shi Bao·2025-07-27 17:30