两家国产AI芯片公司离上市再近一步

Core Viewpoint - Two AI chip companies, Muxi Integrated Circuit (Shanghai) Co., Ltd. and Moore Threads Intelligent Technology (Beijing) Co., Ltd., are progressing towards their IPOs, reflecting a growing demand for domestic AI chips in China [1][2]. Group 1: Company Progress and Valuation - Muxi and Moore Threads have completed their IPO counseling, while two other companies, Suiryan Technology and Birun Technology, are still in the counseling filing stage [1]. - Moore Threads, founded in 2020, has the highest valuation among the four companies at 25.5 billion yuan, followed by Suiryan Technology at 16 billion yuan, Birun Technology at 15.5 billion yuan, and Muxi at 10 billion yuan [2]. Group 2: Market Demand and Product Development - The demand for AI chips has significantly changed this year, particularly with the rise of the DeepSeek-R1 model, prompting several domestic chip companies to adapt their products [3][4]. - In 2022, domestic AI chips accounted for 34.6% of the data center accelerator card market in China, with expectations to exceed 40% in the first half of this year [4]. Group 3: Industry Dynamics and Investment - The global landscape for computing power is shifting, with 98% of large model training still relying on NVIDIA, but there is a growing opportunity for domestic chips in inference scenarios as restrictions on NVIDIA's exports increase [4]. - In March, a significant investment was made in Birun Technology by the Shanghai Guotou Pioneer Fund, marking a notable step in the AI ecosystem's development [5].