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俄罗斯自研芯片,夹缝求生
半导体行业观察·2025-05-02 03:58

Core Viewpoint - Baikal Electronics, a Russian CPU developer, has produced and sold 85,000 processors since its establishment in 2012, primarily focusing on low-end embedded applications with the Baikal-T processor, while seeking to expand production to meet the demand for consumer PCs [1][2]. Group 1: Company Performance and Production - As of 2019, Baikal Electronics delivered 17,000 processors to the Russian market, operating with only one office and 81 employees. By the end of 2024, the company aims to increase chip production fivefold to 85,000 units, expanding to four offices and doubling its workforce to 200 employees [1]. - The 85,000 processors include three series: Baikal-T for embedded applications, Baikal-M for consumer PCs, and Baikal-S for data centers, with Baikal-T accounting for the majority of shipments [2]. Group 2: Impact of Sanctions - Following the onset of the Russia-Ukraine war in early 2022, Taiwan, the US, and Europe imposed sanctions on Russia, severely restricting the export of processors. Baikal Electronics faced challenges in sourcing modern technology, being limited to low-performance CPUs [3]. - Baikal attempted to smuggle produced processors into Russia but faced failures, including the confiscation of Baikal-T chips during transit [3]. Group 3: Future Plans - Baikal Electronics plans to start producing the Baikal-L processor for laptops and tablets, aiming to meet consumer PC demands again. Additionally, the company is preparing to manufacture Baikal-S CPUs for data centers, with production expected to take place in mainland China [4].