高盛：芯原股份-董事长来访；用于人工智能推理和人工智能设备的小芯片知识产权将推动未来增长；买入

21 May 2025 | 2:40PM HKT VeriSilicon (688521.SS): TechNet China 2025: Chairman visit; Chiplet/ IP for AI inferencing and AI devices to drive growth ahead; Buy We hosted VeriSilicon's Chairman on May 21 at our TechNet Conference China 2025. Key discussions were around orders momentum, Chiplet and GPU/ AI IP projects, and client demand. Overall, management is positive on rising AI inferencing demand and growing adoption of AI devices (AI smartphones, AI PC, AI glasses, autonomous driving, etc.) with LLM (Larg ...