通用GPU市场
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港股异动 | 天数智芯(09903)涨超20%刷新上市新高 通用GPU市场具备广阔发展前景
智通财经网· 2026-02-26 06:38
Group 1 - The core viewpoint of the article highlights the significant rise in the stock price of Tensun Zhixin (09903), which increased over 20% to reach a new high of 287 HKD, reflecting strong market interest and trading volume of 370 million HKD [1] - The demand for computing power has surged due to the development of AI, particularly large language models, with the Chinese general GPU market expected to expand rapidly, reaching a shipment volume of 1.6 million units by 2024, representing a compound annual growth rate (CAGR) of 72.8% from 2022 to 2024 [1] - The market is projected to maintain robust growth, with shipments expected to grow at a CAGR of 33.0% from 2025 to 2029, indicating a strong upward trend in the domestic GPU market share as Chinese companies outpace international competitors [1] Group 2 - Tensun Zhixin offers a range of general GPU products and AI computing solutions tailored for various industries, including general GPU chips, accelerator cards, and customized AI computing solutions such as general GPU servers and clusters [1] - The company's product lineup includes the Tianhai and Zhikai series of general GPUs, which are compatible with major domestic and international AI ecosystems and various deep learning frameworks [1] - In January of this year, the company announced its fourth-generation chip architecture roadmap, aiming to surpass NVIDIA's Rubin architecture by 2027, and also launched the "Tongyang" series of edge computing products [1]