Core Viewpoint - TianShu ZhiXin, one of the "Four Little Dragons" of domestic GPUs, has released a roadmap for its fourth-generation architecture, aiming to surpass NVIDIA's architectures in the coming years [2][4]. Group 1: Architecture Development - The TianShu TianShu architecture, set to launch in 2025, is expected to exceed NVIDIA's Hopper architecture [2]. - The TianShu TianXuan architecture, planned for 2026, will compete with NVIDIA's Blackwell architecture [2]. - The TianShu TianJi architecture will surpass NVIDIA's Blackwell, while the TianShu TianQuan architecture is projected to exceed NVIDIA's Rubin by 2027 [2]. Group 2: Product Launch and Performance - Over the next three years, TianShu ZhiXin will release multiple products based on the new architecture, continuously enhancing computational performance [4]. - The TianShu TianShu architecture has demonstrated a 60% efficiency improvement over the current industry average and achieves approximately 20% higher performance than the Hopper architecture in the DeepSeek V3 scenario [5]. Group 3: Product Applications - The newly launched "TongYang" series products include edge AI computing modules and terminals, completing a "cloud + edge + terminal" computing layout [5]. - These products have been applied in various fields, including providing high computing power for robots, upgrading industrial automation, and processing video streams in retail environments [5]. Group 4: Financial Strategy - TianShu ZhiXin plans to allocate 80% of its Hong Kong IPO proceeds to the R&D and commercialization of general-purpose GPU chips and AI computing solutions over the next five years [6]. - The company’s stock closed at 188.2 HKD per share, with a market capitalization of 47.86 billion HKD as of January 26 [6].
“国产GPU四小龙”之一,发布产品架构路线图
Shang Hai Zheng Quan Bao·2026-01-26 15:50