如果您希望可以时常见面，欢迎标星收藏哦~ 算力焦虑正在成为这个时代的集体症候。当AI模型的参数规模以指数级增长，当边缘设备 被要求承载越来越复杂的智能任务，通用计算架构开始频繁触及性能、功耗与成本的三重天 花板。产业界迫切需要一个答案：在摩尔定律放缓的后半程，我们该如何重新定义计算效 率？ 12 月 26 日 ， 一 场 由 隼 瞻 科 技 与 浦 东 软 件 园 联 合 主 办 的 RISC-V × AI 生 态 大 会 暨 ArchitStudio 用户大会，给出了自己的解答。 这场技术盛会将目光聚焦在一个日益关键的方向——领域专用架构（DSA）。大会通过主题 演讲、技术解析与案例分享等环节，系统展示了 ArchitStudio 平台在 DSA 开发方面的方 法论与工具能力，并结合工业控制、安全加密等典型应用场景，验证了专用处理器定制化开 发在性能、功耗与成本层面的综合价值，为突破传统芯片设计范式提供了更具落地性的思路 与样本。 破局之道：为什么是DSA？ 隼瞻科技创始人兼CEO曾轶在开场时给出了判断："我们已经从'认知AI'迈入'应用AI'的关键阶 段。"这个转变意味着什么？意味着AI不再只是实验室里的 ...

Core Insights - Hanbo Semiconductor has signed a listing guidance agreement with CITIC Securities, officially aiming for an IPO on the A-share Sci-Tech Innovation Board [1] - The domestic GPU sector is experiencing intense competition, with several companies, including Moore Threads and Muxi, also pursuing IPOs [1] - The current GPU IPO wave is driven by technological maturity, rational capital focus, and an awakening ecosystem, marking a significant shift from the previous AI chip boom in 2018 [1] Company Overview - Hanbo Semiconductor, established six years ago, has achieved a valuation of 10.5 billion yuan after six rounds of financing [2] - The company is led by two former AMD leaders, Qian Jun and Zhang Lei, who aim to challenge NVIDIA's market dominance [3][4] - Hanbo's unique approach involves developing cloud AI inference chips based on domain-specific architecture (DSA), rather than replicating traditional GPU architectures [4] Financial Performance - Hanbo has completed six financing rounds totaling over 2.5 billion yuan, attracting investments from major players like Alibaba and Kuaishou [9] - The company has a strong R&D team of over 500 members, with 80% being technical experts, indicating a significant investment in talent [6] - Despite the rapid growth in revenue for some GPU companies, including Moore Threads and Muxi, most remain unprofitable due to high R&D costs [6][11] Market Dynamics - The Chinese AI chip market is projected to reach 1.34 trillion yuan by 2029, with GPUs expected to account for 77.3% of this market [11] - Recent changes in international regulations regarding AI chip exports to China have created strategic opportunities for domestic manufacturers like Hanbo [11] - The competitive landscape is intensifying, with many startups vying for market share, leading to a survival-of-the-fittest scenario [6][7]