Group 1 - The article discusses the rapid evolution of the RISC-V architecture and its significance in the semiconductor industry, highlighting that changes in the next five years will be faster than the past decade [3][34]. - Key figures in the RISC-V ecosystem, such as Dr. Jim Keller and Professor Yan Xiaolang, are mentioned for their contributions and vision in advancing RISC-V technology [5][18]. - The article emphasizes the importance of collaboration between academia and industry, particularly through initiatives like "产教融合" (industry-education integration) [19]. Group 2 - The rise of companies like Zhongtianwei (中天微) and PingTouGe (平头哥) is highlighted, showcasing their innovative approaches and strategic partnerships, particularly with Alibaba [32][34]. - Zhongtianwei's development of the C-Core series of embedded CPUs is noted for its wide application across various sectors, including IoT and automotive electronics [20]. - PingTouGe's acquisition by Alibaba is presented as a pivotal moment for enhancing China's chip development capabilities, with a focus on achieving "自主可控" (independent control) in chip technology [34]. Group 3 - The article introduces new players in the RISC-V landscape, such as Zhihe Computing (知合计算) and Xinkai Technology (芯来科技), emphasizing their unique contributions and innovations in AI and automotive applications [40][49]. - Zhihe Computing aims to develop high-performance AI computing CPUs based on RISC-V architecture, targeting efficient integration of AI into business operations [43]. - Xinkai Technology is recognized for its focus on RISC-V CPU IP development and has achieved significant milestones, including being the first to obtain ASIL-D certification for automotive applications [50][53]. Group 4 - The entrepreneurial journey of Chen Zhijian and his company Jindie Shikong (进迭时空) is highlighted, showcasing the rapid production of RISC-V AI CPU chips and strategic investments to enhance their market position [55][57]. - The article concludes with a reflection on the ongoing evolution of the RISC-V ecosystem and the continuous emergence of new talent and companies, reinforcing the idea that the journey in the semiconductor industry is far from over [58].

Core Viewpoint - The article discusses the innovative approach of a company, 行云集成电路, led by its founder, 季宇, in developing a cost-effective AI computing solution through the integration of CPU and memory technologies, challenging the traditional reliance on GPUs for large model deployments [5][10][19]. Group 1: Company Overview - 行云集成电路 was founded by 季宇, a former Huawei expert, focusing on self-developed GPU technology [5]. - The company aims to create a DeepSeek integrated machine, which is a high-performance computing device designed for local deployment of AI models [8][19]. Group 2: Technology and Innovation - The DeepSeek integrated machine, referred to as "组装机," combines various hardware components, including Intel or domestic CPUs and NVIDIA GPUs, but aims to reduce costs significantly [9][19]. - 季宇 argues that modern large models can run efficiently on CPUs, leveraging their high memory bandwidth, which can exceed that of high-end GPUs like the RTX 4090 [10][13]. - The company plans to design a custom chip that optimizes CPU performance for AI applications, moving away from traditional GPU reliance [13][24]. Group 3: Market Strategy - The goal is to make AI technology accessible at consumer electronics price points, transforming the market from supercomputing to widespread use [18][25]. - By lowering the cost of AI computing solutions to around 100,000 yuan, the company aims to enable more startups to enter the AI space [19][25]. - The strategy includes using common components to promote widespread adoption and avoid creating high barriers to entry for other players in the industry [22][23]. Group 4: Competitive Landscape - 季宇 believes that simply following NVIDIA's path will not lead to success, emphasizing the need for innovative approaches to challenge established players [17]. - The company seeks to demonstrate the feasibility of its approach through proof-of-concept products, aiming to gain acceptance from industry players [14][18].