国芯网·2025-10-02 05:07Core Viewpoint - The article emphasizes the importance of domestic semiconductor industry revitalization in China, highlighting recent developments in the procurement of Haiguang chip servers by major financial institutions, which reflects a growing trend towards local technology adoption in critical sectors [2][4]. Group 1: Procurement Developments - The Industrial and Commercial Bank of China has publicly announced its procurement project for Haiguang chip servers for the year 2025, with a potential scale of 3 billion yuan [2]. - Inspur has emerged as the primary candidate for the bid, followed by ZTE and Lenovo [2]. Group 2: Financial Sector and Security - The financial industry is viewed as a high ground for the domestic innovation market due to its substantial budget and high demand for services [4]. - Financial institutions have strict procurement requirements, particularly concerning security and performance, necessitating secure transaction channels in complex access scenarios [4]. - Haiguang chips have gained recognition in the financial innovation market due to their inherent security technology, which addresses the "impossible triangle" of performance, security, and cost [4]. Group 3: Technological Advantages - Haiguang CPUs feature built-in security processors that support national encryption standards without the need for external devices, enhancing both performance and cost-effectiveness [4]. - The support for Trusted Computing 3.0 (TPCM) and confidential computing, along with the ability to share a security domain with DCU accelerators, adds significant value in cloud computing and AI applications [4]. - Achieving a balance between performance and security is crucial for financial users, positioning Haiguang products as competitive in the domestic market [4].