私募排排网·2025-08-25 07:00Core Viewpoint - The article discusses the significant growth and potential of domestic AI chip companies in China, particularly in light of the recent advancements in AI models and the strategic shifts by international competitors like NVIDIA [2][11]. Summary by Sections AI Chip Market Dynamics - The domestic AI chip market is expected to grow from 142.54 billion yuan in 2024 to 1.34 trillion yuan by 2029, with a compound annual growth rate (CAGR) of 53.7% from 2025 to 2029 [12]. - The penetration rate of domestic AI chip brands is projected to reach 30% in 2024, up from 15% the previous year, indicating a strong upward trend in local market share [12]. DeepSeek's Innovations - DeepSeek has launched its V3.1 model, which introduces the UE8M0 FP8 low-precision format, designed specifically for upcoming domestic chips, enhancing computational efficiency [5][6]. - The UE8M0 FP8 format reduces memory usage and computational overhead significantly compared to traditional formats like FP16 and FP32, making it suitable for large-scale neural network training and inference [5]. Impact of NVIDIA's Strategy - NVIDIA has informed suppliers to halt production of AI chips tailored for the Chinese market, indicating a strategic shift that may benefit domestic chip manufacturers [11]. - The company is developing a new AI chip based on its latest Blackwell architecture, which is expected to outperform the halted H20 model [11]. Key Domestic AI Chip Companies - Major players in the domestic AI chip sector include: - 寒武纪 (Cambricon): Known for its Shiyuan 220 chip, which is the first mass-produced edge AI acceleration chip in China, with a recent stock price increase of 113.61% [7]. - 华为 (Huawei): The Ascend 910D chip is highlighted for its advanced architecture and potential to surpass NVIDIA's H100 in performance [13]. - 摩尔线程 (Moore Threads): Has achieved single-chip support for FP8 computing precision, with a stock increase of 57.20% [9]. Conclusion on Domestic Chip Development - The proactive definition of low-precision formats by domestic companies like DeepSeek marks a significant step towards reducing reliance on foreign technology, fostering a closed-loop ecosystem of domestic models, chips, and systems [6].