“AI Arm CHINA”战略,将如何支撑中国AI计算生态?
半导体行业观察·2025-11-27 00:57

Core Viewpoint - The article highlights the strategic direction of "AI Arm CHINA" by Arm Technology, emphasizing its commitment to AI innovation, integration with the global Arm ecosystem, and deepening local innovation in the Chinese market [2][3][4]. Summary by Sections AI Arm CHINA Strategy - The "AI" component signifies the company's full investment in AI to drive industry evolution through continuous innovation [2]. - The "Arm" aspect emphasizes the company's role as a bridge, connecting the global Arm ecosystem and introducing cutting-edge technologies [2]. - "CHINA" reflects the company's commitment to the Chinese market, focusing on local innovation through four self-developed IP product lines: "Zhouyi" NPU, "Xingchen" CPU, "Shanhai" SPU, and "Linglong" multimedia series [2]. Industry Value - Arm Technology has empowered over 440 domestic authorized clients, with cumulative chip shipments exceeding 42.5 billion units [3]. - The company aims to leverage the "AI Arm CHINA" strategy to seize opportunities in the AI-driven industrial restructuring, particularly as AI permeates various sectors [3]. Practical Pathways - The company is actively connecting with the global Arm ecosystem, incorporating advanced technologies in infrastructure, mobile terminals, smart vehicles, and robotics [3]. - Arm is noted as the only platform capable of covering the full range of AI computing needs, with over 325 billion chips shipped based on its architecture and a developer ecosystem exceeding 22 million [3]. Product Innovations - The latest "Zhouyi" X3 NPU IP focuses on edge AI inference, boasting over a 10-fold improvement in large model capabilities compared to its predecessor [4]. - The new product utilizes a DSP+DSA architecture designed for large models, supporting both CNN and Transformer, and is complemented by the "Zhouyi" NPU Compass AI software platform [4]. Recognition and Future Outlook - The "Zhouyi" NPU was awarded the Global Electronic Achievement Award for Annual IP Product, reflecting the industry's recognition of the company's long-term investment in AI [7]. - The company plans to continue deepening technological innovation and supporting partners in achieving commercial success, guided by the "AI Arm CHINA" strategy [7].