耀途资本押注AI芯片赛道,10家公司计划年内上市
Sou Hu Cai Jing·2026-01-12 08:23

Group 1 - The core focus of the article is on the IPO activities of AI chip companies and the role of Yaotu Capital as an early-stage investment firm that has strategically positioned itself in this sector [1][3] - GPU company Biren Technology has recently gone public in Hong Kong, achieving a market valuation that once exceeded HKD 100 billion. Other companies like Hanbo Semiconductor and Cloud Leopard Intelligence are also progressing towards IPOs, with Yaotu Capital as a common early investor [3] - Yaotu Capital made its initial investment in Hanbo Semiconductor during the Pre-A round in 2019, followed by investments in Biren Technology's A round in 2020 and leading the angel and A rounds for Cloud Leopard Intelligence in 2021. These early investments are now yielding returns as approximately 10 of its portfolio companies are either planning or have filed for IPOs this year [3] Group 2 - Yaotu Capital has successfully completed an oversubscribed fundraising for a new dual-currency fund and has been selected as one of the first cooperative institutions for the National Entrepreneurship Guidance Fund [3] - The investment strategy of Yaotu Capital focuses on the certainty of the computing power infrastructure within the AI wave, opting for a path with higher technical barriers rather than the more common domestic substitution projects at the time [3]