国产半导体 IP “隐形支柱” 最新进展

Core Viewpoint - The completion of the IPO guidance for Chipshine Technology signifies a strategic move to capture the narrative in the computing power era, highlighting the importance of domestic semiconductor IP in breaking reliance on foreign technology [1]. Group 1: Company Overview - Chipshine Technology was founded in June 2020 by Zeng Keqiang, a former executive at Synopsys, with the goal of breaking the semiconductor IP bottleneck, as over 90% of the global interface IP market was dominated by foreign companies [3]. - The company has built a comprehensive IP platform covering over 20 mainstream protocols, including PCIe, SerDes, and HBM, with a team of over 200 top international IP talents [3]. - Chipshine's interface IP has achieved over 80% market coverage in the domestic 12/14nm process market and ranks among the top three in the automotive-grade IP market in China [3]. Group 2: Industry Significance - The listing of Chipshine has garnered attention in the semiconductor industry due to the critical role of interface IP as the "data highway" for chips, significantly enhancing data transmission speeds and system collaboration capabilities [5]. - The company's products serve over 80 leading clients, including Huawei HiSilicon and Cambricon, with a projected 50% year-on-year sales growth in 2024 [5]. - The completion of the IPO guidance is expected to provide capital support for further advancements in cutting-edge process IP, such as 3nm technology and automotive-grade reliability IP [5]. - Despite being among the top five global players, the domestic semiconductor IP sector still faces challenges, but the market potential is expanding rapidly due to the proliferation of Chiplet technology and increasing demand for automotive-grade chips [5].