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从芯片设计到整机落地:江原科技构建全国产 AI 供应链安全底座
半导体行业观察·2025-07-16 00:53

Core Viewpoint - The launch of the "Pinyuan AI All-in-One Machine" series, featuring the domestically produced Jiangyuan D10 accelerator card, signifies a critical leap in China's AI computing capabilities from "usable" to "practical" [1][2]. Product Launch and Features - Jiangyuan Technology and Pingao Co., Ltd. jointly released the "Pinyuan AI All-in-One Machine" series, which includes models PYD10-MIN, PYD10-PRO, and PYD10-MAX, showcasing the strength of domestic chips and autonomous design [1][2]. - The D10 accelerator card supports the full version of the DeepSeek-R1 model, achieving a 30% improvement in response speed compared to similar domestic solutions, while significantly reducing operational costs [2][5]. - The D10 chip, produced using a 12nm process, features 72 watts of power consumption and 128GB of memory, capable of running all six distilled models of DeepSeek-R1 smoothly [5][6]. Strategic Importance - The D10 represents a pioneering achievement in the domestic AI chip supply chain, filling a strategic gap in national security for AI chip supply [2][4]. - Jiangyuan Technology aims to establish a comprehensive domestic supply chain, reducing reliance on foreign technology [5][12]. Future Product Plans - Jiangyuan Technology plans to launch the dual-chip architecture D20 by September 2025, which will double the computing density of the D10 and feature 256GB of memory [12]. - The strategic T800 chip, expected to be released by the end of 2025, will utilize advanced domestic processes and packaging technology, aiming to surpass international competitors [12]. Ecosystem Development - Jiangyuan Technology has formed partnerships with companies like Pingao and Anbotong to create a solution ecosystem covering 12 major industries, enhancing the domestic chip design and manufacturing loop [14]. - The company emphasizes the importance of collaboration within the industry to accelerate the adaptation of domestic software to hardware ecosystems [14]. Market Reception - The Pinyuan AI All-in-One Machine has already received nearly a thousand orders, demonstrating its stability and efficiency in applications such as public safety and financial services [10].