“国产AI芯片六小龙”竞速 上海赚大了

Core Viewpoint - The domestic AI chip unicorn, Hanbo Semiconductor, has completed its guidance for the Sci-Tech Innovation Board IPO, alongside Suiyuan Technology, marking a significant moment for the AI chip sector in China as it gathers six notable companies in the capital market, showcasing the rapid development of artificial intelligence [1] Group 1: Company Developments - Hanbo Semiconductor is advancing its IPO process and is recognized for its commercial success in both general AI and rendering applications, leading in the domestic data center AI and edge computing sectors [3][5] - Suiyuan Technology has developed four generations of cloud AI chips and aims to raise 6 billion yuan for the R&D and industrialization of its fifth and sixth-generation products [5] - The "Six Little Dragons" of AI chips, including companies like Moer Thread and Muxi, are focusing on technological advancements and product updates, with Muxi launching a new GPU product line [2][3][4] Group 2: Market Trends - The domestic general GPU market share is expected to rise from 8.3% in 2022 to 17.4% in 2024, with projections indicating it could exceed 50% by 2029 [13] - The AI chip market is experiencing structural changes, with companies transitioning from relying on external support to achieving self-sustained growth [13] - The upcoming IPOs of these companies are anticipated to strengthen the trend of domestic AI chip localization, providing a stable financial foundation and increasing market recognition [12] Group 3: Government Support and Investment - Shanghai has positioned itself as a leader in the integrated circuit industry, ranking first in China and fourth globally, and is actively supporting local AI chip companies through funding and policy initiatives [7][8][10] - Significant investments have been made by Shanghai's state-owned enterprises in companies like Wallen Technology and Suiyuan Technology, facilitating their growth and technological advancements [9][10]