芯原股份董事长兼总裁戴伟民：AI定制化芯片（AI ASIC）需求正显著增长，AI正从云端走向端侧智能

Core Insights - The demand for AI customized chips (AI ASIC) is significantly increasing due to the rapid development of generative AI and spatial computing [1][3] - The evolution of AI is shifting from "cloud computing" to "edge intelligence," emphasizing the need for real-time computing power and energy efficiency in portable smart devices like AI glasses [3] Company Overview - Chipone Technology, known as "China's first semiconductor IP stock," has deep technical accumulation in the AI customized chip sector and is recognized as a leading enterprise in AI ASIC [3] - The company aims to explore new application forms such as AI glasses and AI toys, indicating a focus on innovative use cases in various fields [3] Future Trends - The future trend in AI will involve "on-device fine-tuning" of domain-specific models in sectors like education, healthcare, and finance, marking a significant transition from cloud to edge applications [3]