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芯海科技:EC、边缘计算及健康管理芯片是公司基于“芯片+算法+AI”全栈能力打造的战略性产品
Zheng Quan Ri Bao Wang· 2026-02-11 09:41
Core Viewpoint - The company is focusing on strategic products in EC, edge computing, and health management chips, leveraging its "chip + algorithm + AI" full-stack capabilities [1] Group 1: Product Development - The market introduction and scaling cycle of the company's EC chips differ from traditional consumer chips, requiring deep collaboration with terminal ecosystems for R&D and validation [1] - The EC chip has entered the global mainstream laptop supply chain and has achieved large-scale shipments [1] - The lightweight edge BMC management chip is steadily being introduced to customers in response to the growing demand in the edge computing and server markets [1] Group 2: Health Management - The health management chip and solutions are being advanced in collaboration with industry partners to construct a closed loop from precise measurement to health services [1] Group 3: Strategic Focus - The company will continue to focus on high-potential sectors by deepening joint innovation with core customers and accelerating the commercialization process through scenario-based solutions [1] - These strategic layouts are expected to provide the company with long-term and unique growth momentum [1]
芯海科技(688595.SH):轻量级edge BMC管理芯片正随边缘计算及服务器市场的需求增长而稳步导入客户
Ge Long Hui· 2026-02-11 08:41
格隆汇2月11日丨芯海科技(688595.SH)在投资者互动平台表示,EC、边缘计算及健康管理芯片是公司基 于"芯片+算法+AI"全栈能力打造的战略性产品,其市场导入与上量周期与传统消费芯片不同,需要与 终端生态进行深度协同研发与验证。目前,公司EC芯片已进入全球主流笔电供应链并实现大规模出 货;轻量级edge BMC管理芯片正随边缘计算及服务器市场的需求增长而稳步导入客户;健康管理芯片 及方案则与行业伙伴共同推进从精准测量到健康服务的闭环构建。公司将持续聚焦这些高潜力赛道,通 过深化与核心客户的联合创新、加快场景化方案落地来加速商业化进程,这些布局将为公司带来长期而 独特的增长动能。 ...