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一家公司,放弃AI芯片业务
半导体芯闻·2025-06-24 10:03

Core Viewpoint - The company Canaan Inc. (CAN) is gradually abandoning its artificial intelligence (AI) semiconductor business to refocus on its core cryptocurrency operations, particularly Bitcoin mining [1][2]. Group 1: Company Strategy - Canaan's AI division is projected to generate only $900,000 in revenue for 2024, compared to total revenue of $269.3 million, indicating a misalignment with the company's long-term strategy [1]. - The CEO, Zhang Nengeng, emphasized that reinforcing the company's core strengths in cryptocurrency infrastructure and Bitcoin mining is the most strategically significant path forward [1]. - The decision to exit the AI sector follows years of attempts to enter the edge computing chip market, reflecting a shift in focus back to Bitcoin mining amid rising interest in "Made in America" Bitcoin [2]. Group 2: Financial Performance - Canaan's stock price experienced a slight decline, with a year-to-date drop of 71%, while the overall digital asset and stock markets have shown an upward trend [2]. - The Bitcoin mining ETF WGMI has also seen a decline of approximately 20% [2]. Group 3: AI Chip Development - Canaan launched its first AI chip, K210, in 2018, targeting the IoT market with capabilities in machine vision and auditory processing [3]. - The K210 chip features a RISC-V CPU and supports various applications, including real-time object detection and recognition [4]. - Canaan has developed four generations of AI chips, with the K510 being a high-precision AI edge inference chip and the K230 designed for low-power, high-performance applications in smart products [6].