近日，赛昉科技于香港发布首款基于RISC-V架构的数据中心管理芯片——"狮子山芯"。据悉，该芯片 实现了RISC-V在数据中心领域的首次规模化商业落地。 赛昉科技董事长兼CEO徐滔在现场用一个比喻阐释了"狮子山芯"的定位："如果把数据中心比作一座智 能大厦，GPU和CPU是其中的功能单元，那么'狮子山芯'就是整栋建筑的'物业中枢'——全面负责系统 安防、能耗调度与运维管理，确保整座大厦高效、稳定运转。" 香港投资管理有限公司行政总裁陈家齐在现场表示："今年3月，港投公司宣布对赛昉科技投资。如今， 这项投资已交出具体成果。'狮子山芯'不仅代表关键技术的突破，同时亦获得市场认可和客户支持，即 将迈向规模化量产。作为全球首款基于RISC-V架构开发的数据中心管理芯片，'狮子山芯'体现了港投公 司'以香港为家，以国家为本，以世界为念'的投资方向，和支持国家科技自立自强的坚定决心。" 在发布活动上，赛昉科技还与超聚变共同举办了"狮子山芯"交付仪式，双方将以此次交付为新的起点， 持续推进"狮子山芯"的商业化拓展，深化在数据中心领域的多维度合作。 超聚变董事长兼CEO刘宏云表示："算力业务是超聚变全球基本盘，打造稳定的数据 ...

在核心技术方面，"狮子山芯"搭载了赛昉自主研发的高性能RISC-V内核与一致性片上网络（NoC）。 徐滔指出，该RISC-V 内核坚持开放理念，支持客户根据实际应用场景进行功能扩展与定制开发。 徐滔强调，"狮子山芯"在规格、功能、性能和功耗等关键指标上均已达到国际主流水平，展现出全面的 市场竞争力。未来，赛昉科技将持续深耕数据中心基础设施领域，逐步拓展至连接、存储、网络等更广 阔的市场。 （文章来源：新华财经） 在技术融合与生态共建方面，赛昉科技获得了英特尔的重要支持。据赛昉科技董事长兼首席执行官徐滔 透露，全球数据中心管理芯片年出货量约1600万颗，预计至2030年将突破4000万颗。在这一快速扩张的 赛道中，"狮子山芯"有望占据可观的市场份额。 作为支撑大规模算力集群稳定运行的底层基石，数据中心管理芯片正迎来前所未有的发展机遇。面对算 力需求的激增，业界迫切需要更绿色、更经济、更安全的数据中心解决方案。赛昉科技表示，他们正是 从这一关键环节切入，充分发挥其在RISC-V 架构上的创新优势。 赛昉科技14日在香港发布首款基于RISC-V架构的数据中心管理芯片"狮子山芯"，实现了RISC-V在数据 中心领域的 ...

Core Insights - The article emphasizes that computational power is becoming the "first productive force" in the era of accelerated AI large models, with China's intelligent computing scale expected to grow by 74.1% year-on-year in 2024 [1] - The industry is facing significant challenges, including the "memory wall," "process wall," and "interconnect wall," prompting rapid advancements in technologies such as Chiplet advanced packaging, heterogeneous computing, RISC-V architecture innovation, and distributed clusters [1] - A live forum titled "Building the AI Computing Ecosystem in China" is being organized to address these challenges, featuring key players in the semiconductor industry [1] Group 1: Event Details - The live forum will take place on November 20, 2025, from 14:00 to 16:00 [2] - The event will be accessible via a live streaming platform, with prior registration encouraged [2][8] Group 2: Technical Challenges - In the EDA tools layer, AI-assisted design is crucial for ensuring that domestic AI computing remains autonomous and controllable [6] - The Chiplet architecture layer faces new challenges in system verification, interconnectivity, and standardization across different processes and packages [6] - The computing fusion layer is characterized by a diverse landscape of CPU, GPU, NPU, FPGA, DPU, and emerging architectures like RISC-V, necessitating intelligent collaboration for both Scale-Up and Scale-Out [6] - The ecosystem co-construction layer highlights the need for a closed-loop ecosystem that integrates EDA, Chiplet, NPU, and cloud services, which is still under development [6] Group 3: Roundtable Discussion Topics - The roundtable will discuss how to initiate breakthroughs in autonomous computing systems [7] - It will explore the construction of an evolving computing architecture from Chiplet to system [7] - The discussion will address how to achieve collaborative advancement in a multi-faceted computing ecosystem [7] - It will also focus on igniting collaboration between upstream and downstream players in the industry chain to enhance global competitiveness in AI [7] Group 4: Event Participation - The ICCAD 2025 event is expected to gather over 8,000 industry professionals, 2,000 IC companies, and 300 service providers from the IC industry [7] - For those unable to attend in person, there will be opportunities to virtually explore the event and witness the latest industry trends [7]

Group 1 - The semiconductor industry index in China has decreased by 0.97% as of November 5, 2025, with mixed performance among constituent stocks [3] - The semiconductor industry ETF (159582) has seen a decline of 1.04%, with a latest price of 2.1 yuan, but has accumulated a 40.38% increase over the past two months [3] - The trading volume for the semiconductor industry ETF was 29.88 million yuan, with a turnover rate of 6.99% [3] Group 2 - The global semiconductor industry is undergoing a significant restructuring driven by geopolitical factors, shifting from a global efficiency-first supply chain to a regionally secure model [4] - Major economies like the US, EU, and China are implementing large-scale industrial policies that promote regionalization and multi-polar development in the semiconductor supply chain [4] - Emerging fields such as third-generation semiconductors and advanced packaging are gaining attention, providing differentiated innovation opportunities for Chinese companies [4] Group 3 - In the first three quarters of 2025, Zhongwei Company reported a revenue of 8.063 billion yuan, a year-on-year increase of approximately 46.40%, and a net profit of 1.211 billion yuan, up 32.66% [3] - The thin-film equipment business of Zhongwei Company has experienced explosive growth, with revenue from LPCVD and ALD thin-film equipment reaching 403 million yuan, a year-on-year increase of approximately 1332.69% [3] - The semiconductor industry ETF has reached a new high in scale at 435 million yuan, the highest in nearly a year [5] Group 4 - The semiconductor industry ETF has seen a net inflow of 58.2535 million yuan over the past five trading days, with an average daily net inflow of 11.6507 million yuan [5] - The top ten weighted stocks in the semiconductor industry index account for 78.04% of the index, including companies like Zhongwei, Beifang Huachuang, and Cambricon [5]

Core Insights - NextSilicon, an Israeli chip startup, is developing a new CPU based on the open-source RISC-V architecture, aiming to compete with AMD and Intel in the data center server CPU market [1][2] - The company's flagship product, the Maverick-2 data stream accelerator, is designed to significantly enhance precision scientific computing tasks, previously dominated by Nvidia [2] - NextSilicon's upcoming RISC-V architecture CPU, named "Arbel," is intended for high-performance computing (HPC) scenarios and aims to challenge the traditional x86+GPU architecture [5][6] Company Developments - NextSilicon has raised approximately $300 million in funding to support its chip development efforts [2] - The Maverick-2 is currently in mass production, while the Arbel CPU is still in the testing phase [4] - The company claims that its architecture can execute similar computing tasks as Nvidia's GPUs with faster speeds and lower power consumption without requiring extensive software code rewrites [4] Industry Context - The RISC-V architecture is gaining traction in the chip design sector, positioning itself as a competitor to the established x86 and ARM architectures [5] - RISC-V's open nature allows free access and usage, making it popular among academia, startups, and large tech companies [5] - The integration of RISC-V in data centers is expected to challenge the dominance of x86 and ARM architectures, potentially reshaping market dynamics [5][6]

Core Insights - NextSilicon, an Israeli chip startup, is developing a new CPU based on the open-source RISC-V architecture, aiming to challenge the dominance of Intel and AMD in the data center server CPU market [1][2][5] - The company's flagship product, the Maverick-2 data stream accelerator, is designed to significantly enhance precision scientific computing tasks, previously dominated by Nvidia [2][4] - NextSilicon's upcoming RISC-V CPU, named "Arbel," is targeted at high-performance computing (HPC) scenarios and is intended to work closely with the Maverick-2/3 accelerators [5][6] Group 1 - NextSilicon has raised approximately $300 million in funding to support its development efforts [2] - The Maverick-2 operates on a "data flow/reconfigurable" architecture, integrating multiple RISC-V cores to handle serial code paths and control tasks efficiently [3][4] - The company claims that its products can execute similar computational tasks as Nvidia's GPUs with faster speeds and lower power consumption, without requiring extensive software code rewrites [4] Group 2 - The RISC-V architecture is gaining traction in the server domain, posing significant pressure on both x86 and ARM architectures [4][6] - NextSilicon's Arbel CPU is positioned to create a "host + accelerator" stack that competes directly with the traditional x86 + GPU architecture [5][6] - The open nature of RISC-V allows for widespread adoption across academia, startups, and large tech companies, making it a formidable competitor to ARM [6]

Core Insights - NextSilicon, an Israeli chip startup, is developing a new CPU based on the open-source RISC-V architecture, aiming to compete with AMD and Intel in the data center server CPU market [1][2] - The company's flagship product, the Maverick-2 data stream accelerator, is designed to significantly enhance precision scientific computing tasks, previously dominated by NVIDIA [2] - NextSilicon's upcoming RISC-V architecture CPU, named "Arbel," is targeted at high-performance computing (HPC) scenarios and is currently in the testing phase [5][6] Group 1: Product Development - NextSilicon has raised approximately $300 million in funding to support its chip development efforts [2] - The Maverick-2 is characterized as a "data flow/reconfigurable" accelerator, integrating multiple RISC-V cores to handle serial code paths and control tasks efficiently [3] - The company claims that Maverick-2 can execute similar types of computations as NVIDIA's GPU products with faster speeds and lower power consumption without requiring extensive software code rewrites [4] Group 2: Market Positioning - The RISC-V architecture is gaining traction in the server domain, posing significant pressure on x86 and ARM architectures [6][7] - NextSilicon's Arbel CPU is positioned to challenge the long-standing dominance of Intel and AMD in the server CPU market, particularly in HPC applications [6][7] - The open nature of RISC-V allows for broader access and usage, making it popular among startups and large tech companies, and it is increasingly being adopted in data center environments [6][7] Group 3: Competitive Landscape - NextSilicon's architecture aims to reduce instruction and data transfer overhead compared to traditional CPU/GPU architectures, enhancing energy efficiency and throughput [7] - The integration of RISC-V in data centers is expected to create a competitive dynamic with x86 and ARM architectures, potentially leading to a shift in market share [6][7] - The ongoing evaluation of NextSilicon's chips by the Sandia National Laboratories indicates promising performance results, highlighting the potential for significant computational capability improvements [4]

Core Viewpoint - The article discusses the rapid evolution of AI technology, particularly the rise of edge AI, which is transforming various industries and creating new opportunities for innovation and collaboration in the hardware sector [1][40]. Group 1: AI Technology and Industry Transformation - AI technology is penetrating various sectors at an unprecedented speed, with edge AI bringing intelligent computing from data centers to end devices, revitalizing the smart hardware industry [1]. - The integration of computing power, algorithms, and data is leading to innovative applications such as personal intelligent agents and large models on the edge, driving advancements in consumer electronics, industrial manufacturing, smart cities, and autonomous driving [1]. - Shenzhen is emerging as a global growth hub for the AI industry, supported by strong electronic information industry foundations, a complete supply chain, and a favorable policy environment [1]. Group 2: Policy and Ecosystem Support - Since 2025, Shenzhen has introduced a series of significant policies to support the AI industry, including funding subsidies, open scenarios, and computing power support, establishing a comprehensive AI industry support system [1]. - The "Action Plan for Accelerating the Construction of an AI Pioneer City in Shenzhen (2025-2026)" outlines Shenzhen's strategic ambition to become a globally influential AI city, promoting a "one area, one brand" industrial development pattern [1]. Group 3: Forum Highlights and Innovations - The "Edge AI Empowering Hardware Future Innovation Forum" held in Shenzhen gathered top experts and industry leaders to discuss technological frontiers, industry trends, and development opportunities under policy incentives [2]. - Keynote speeches highlighted advancements in edge AI technologies, including low-power, high-efficiency chips designed for personal intelligent agents, and the importance of balancing computing power, memory, and energy consumption in edge AI applications [5][8]. Group 4: Future Trends and Predictions - The AI industry is transitioning from a "training era" to a "reasoning era," with a focus on efficiency rather than scale, indicating a shift in competitive dynamics within the computing power industry [11]. - Predictions suggest that by 2025, the reasoning computing power will surpass training computing power, and the usage of domestic AI chips will exceed that of foreign chips for the first time [11]. Group 5: Technological Innovations and Solutions - Various companies are developing innovative solutions to address the challenges of edge AI, such as the introduction of new NPU architectures that enhance flexibility and efficiency in AI computations [8][9]. - The emergence of RISC-V architecture is highlighted as a transformative force in the semiconductor market, with expectations of significant market share growth by 2030 [20][21]. Group 6: Infrastructure and Global Expansion - Companies like China Unicom are building global computing networks to support enterprises' international expansion, addressing challenges related to dispersed computing power and network complexity [14][15]. - The integration of AI with global infrastructure aims to provide seamless connectivity and enhanced operational efficiency for businesses venturing abroad [14][15]. Group 7: Testing and Standards Development - The establishment of a comprehensive testing system for AI chips is crucial for ensuring efficiency and safety in the rapidly growing AI chip industry, with plans to develop national and industry standards by 2027 [39]. - The focus on application scenario-based testing and collaborative adaptation is essential for supporting the industry's growth and addressing the unique challenges posed by AI technologies [39].

Core Insights - Upbeat Technology has launched the UP201/UP301 series microcontrollers (MCUs) aimed at the growing smart edge device market, featuring a dual-core RISC-V architecture and custom AI accelerators [2][3] - The company has raised approximately $20 million since its founding in 2021, with its first major product being a low-power MEMS bone conduction microphone for wireless earbuds and smart glasses [3] - The UP201/UP301 series utilizes near-threshold conduction (NTC) technology, allowing operation at voltages as low as 0.4V, significantly reducing power consumption [3][4] - The combination of RISC-V architecture and NTC technology reportedly reduces power consumption by about 40% compared to competing ARM solutions [4] Product Features - The UP201 is designed for space-constrained applications requiring long battery life, while the UP301 supports more advanced visual applications with additional peripheral interfaces [5] - Key applications for the UP301 include drone controllers and AI toys, showcasing the chip's versatility in low-power AI processing [5] - The company demonstrated a keyword recognition feature using the Trina-PI evaluation board, capable of recognizing 10 voice commands [7]

Core Viewpoint - The company, Rockchip (瑞芯微), is currently focusing on ARM architecture for its chips but has also launched and mass-produced new products based on RISC-V architecture, indicating a strategic shift towards RISC-V development in the future [1] Group 1 - The company has confirmed that its current chip offerings are primarily based on ARM architecture [1] - The company has successfully launched and mass-produced new products utilizing RISC-V architecture [1] - Future research and development efforts will continue to focus on products based on RISC-V architecture [1]