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三星电子加速GPU自主化布局,2027年Exynos芯片将搭载自研图形IP
Huan Qiu Wang· 2025-12-26 03:11
据悉,三星电子当前中高端移动应用处理器所采用的Xclipse GPU,源于AMD RDNA系列架构。此次转向完全自主研发,不仅能够有效降低对外部合作方的 技术依赖,更能让三星在GPU的功能升级、特性迭代等方面获得更大自主空间,从而更好地适配产品创新需求,提升核心竞争力。 在应用规划方面,三星电子设定了清晰的拓展路径。其自研GPU将以智能手机为起点,逐步向智能眼镜、机器人等消费电子及智能设备领域延伸,同时覆盖 车用系统级芯片(SoC)场景,并计划借此向人工智能专用集成电路(AI ASIC)市场进军,构建多领域、全场景的技术应用生态。(纯钧) 【环球网科技综合报道】12月26日消息,据MSN报道,三星电子正全力推进图形处理器(GPU)自主研发进程,目标在2027年推出的应用处理器(AP) Exynos 2800中,正式配备自研图形IP,标志着其在核心芯片技术自主化领域迈出关键一步。 ...
两大GPU龙头IPO新进展:摩尔线程将于12月5日上市 沐曦股份发行价格确定
Sou Hu Cai Jing· 2025-12-04 02:44
Group 1 - Moole Technology announced its listing on the Sci-Tech Innovation Board on December 5, with an issue price of 114.28 yuan per share, corresponding to a projected market value of approximately 53.715 billion yuan at listing [1][2] - The company has not yet achieved profitability since its establishment in 2020, with expectations to reach consolidated profitability by 2027 [2] - The funds raised from the IPO, totaling 8 billion yuan, will be primarily allocated to the development of new AI training and inference chips, graphics chips, and AI SoC chips [2] Group 2 - Muxi Technology also announced its listing on December 5, with an issue price of 104.66 yuan per share, leading to an estimated market value of around 41.874 billion yuan [4] - The company has not yet turned a profit and will be classified under the Sci-Tech Growth tier if it remains unprofitable at the time of listing [4] - Muxi Technology plans to use the 4.197 billion yuan raised for the development and industrialization of high-performance general-purpose GPUs and AI inference GPUs [4][7] Group 3 - Both companies have attracted significant interest from state-owned enterprises and investment funds, with Moole Technology's strategic placement accounting for 20% of the total issuance [3] - Muxi Technology's initial strategic placement was 802,000 shares, with a final allocation of 760,540 shares, representing approximately 18.97% of the total issuance [5] - The strategic investors include major entities such as China Telecom's Tianyi Capital and the National Artificial Intelligence Industry Investment Fund [5][6]
两大GPU龙头,IPO新进展
Group 1: Company Overview - Moore Threads will be listed on the Sci-Tech Innovation Board on December 5, with an issue price of 114.28 yuan per share, corresponding to a projected market capitalization of approximately 53.715 billion yuan at listing [1][4] - The company has focused on the independent research and development of full-function GPUs since its establishment in 2020 and has not yet achieved profitability, with expectations to reach profitability by 2027 [4] - The total number of shares issued by Moore Threads is 70 million, raising a total of 8 billion yuan, which will be used for various AI chip development projects and to supplement working capital [4] Group 2: Competitive Landscape - Moore Threads' issue price corresponds to a 2024 diluted static price-to-sales ratio of 122.51, which is higher than the average level of comparable companies in the industry [4] - Another domestic GPU company, Muxi Co., will also be listed on December 5, with an issue price of 104.66 yuan per share and a projected market capitalization of approximately 41.874 billion yuan [2][7] - Muxi Co. has a lower projected 2024 diluted static price-to-sales ratio of 56.35, indicating a more favorable valuation compared to Moore Threads [7] Group 3: Strategic Placement and Investor Interest - Moore Threads has attracted significant interest from state-owned enterprises and local state-owned capital for its strategic placement, with a total of 20% of the issuance allocated to these investors [5] - Muxi Co. received substantial interest during its inquiry phase, with a total of 571.82 billion shares proposed for subscription, indicating a subscription multiple of 2228.11 times the initial issuance scale [7][8]