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

Core Viewpoint - The rapid development of generative AI and spatial computing is driving the evolution of AI customized chips (AI ASIC), with a focus on edge intelligence rather than cloud computing [1] Group 1: Company Insights - Chipone Technology, recognized as "China's first semiconductor IP stock," has significant technological accumulation in the AI customized chip sector [1] - The company is gaining wider industry recognition and understanding, being referred to as a leader in AI ASIC technology [1] Group 2: Industry Trends - The transition of AI evolution from "cloud computing" to "edge intelligence" is highlighted, emphasizing the importance of real-time computing power and energy consumption control for portable smart devices like AI glasses [1] - Future applications in AI, such as AI glasses and AI toys, are being explored, with a focus on "fine-tuning" domain-specific models in education, healthcare, and finance, marking a significant shift in the AI industry from cloud to edge [1]