AI芯片行业周刊：芯企加快产品自研，国产AI芯片生态建设提速

Investment Rating - The report indicates a positive outlook for the AI chip industry, highlighting the acceleration of domestic AI chip development and the strengthening of the industry ecosystem [1][4]. Core Insights - The AI chip market in China reached a scale of 120.6 billion yuan in 2023, reflecting a compound annual growth rate (CAGR) of 79.9% since 2018 [3]. - The Shenzhen government has launched an action plan to enhance its position as a pioneer city in artificial intelligence, focusing on key areas such as smart chips and computing architecture [3]. - Domestic AI chip companies are expected to increase their research and development investments, driven by both policy support and market opportunities [3][4]. Summary by Sections Key Policies - Shenzhen's action plan aims to promote high-quality development in the AI industry through 22 new policies, emphasizing innovation in smart chips and related technologies [3]. - The Anhui Provincial Department of Industry and Information Technology has issued a notice to collect advanced technology products for the 2024 application directory, focusing on AI technologies [7]. Key Events - TSMC plans to introduce High-NA EUV lithography technology in its A14P process by 2028, enhancing its manufacturing capabilities [8]. - Intel has increased its investment in two wafer fabs in Ohio to 28 billion USD, aiming to meet the growing demand for advanced semiconductors [12]. - The launch of NVIDIA's new product suite indicates a shift towards robotics as the next wave of AI applications [16]. Key Companies - SK Hynix has announced the launch of GDDR7 DRAM, which will begin mass production in Q3 2024, achieving speeds of up to 32 Gbps [20]. - AMD's MI350 chip is set to compete with NVIDIA's Blackwell architecture, with expectations of strong sales in the data center GPU market [22]. - Black Sesame Intelligence is preparing for an IPO in Hong Kong, focusing on automotive-grade intelligent driving chips [24].