寒武纪590芯片

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寒武纪20CM暴力涨停!国产芯片杀疯了
格隆汇APP· 2025-08-12 09:51
Group 1 - The core viewpoint of the article highlights the significant rise of Hanwang (寒王) in the semiconductor market, leading to a surge in domestic chip stocks and a notable increase in the Science and Technology Innovation Semiconductor Index by nearly 4% [2][3] - Hanwang's recent surge is attributed to several rumors, including a large order for 500,000 units from Jingshuo, which could lead to projected revenues of 30-40 billion in 2026 [3] - Another rumor suggests that SMIC's production capacity is expected to double to 2,000 wafers per month, which could positively impact Hanwang's supply chain and production capabilities [3][4] Group 2 - On the product side, Hanwang's new chip, the 690, is set to be released soon, with performance expected to reach 80% of the H100, making it the strongest domestic chip [4] - The production capacity at SMIC is improving, with expectations of reaching nearly 2,000 wafers per month, allowing for a significant increase in the output of Hanwang's chips [4][5] - Despite a challenging Q2 due to production yield issues and limited capacity, the outlook for the second half of the year is optimistic, with expectations of strong performance [5] Group 3 - The long-term logic of the semiconductor industry remains positive, driven by continuous innovation and the ongoing demand for AI applications, which is expected to further accelerate the replacement cycle of terminal products [7][8] - Domestic semiconductor companies are achieving technological breakthroughs, which will enhance their market share both domestically and globally [10] - The semiconductor industry is characterized by strong cyclicality, indicating that while there are opportunities for significant gains, there are also risks of substantial declines [11][12]
寒武纪的问询函
是说芯语· 2025-07-20 01:28
以下文章来源于芯片小韭菜 ,作者芯片小韭菜 芯片小韭菜 . 专注芯片行业及公司基本面研究,不提供操作建议。 寒武纪要定增,回答了一个问询函,里面有一些信息还是值得看一看。 寒武纪募投项目全部投向云端,未来公司重点就在云端了: 公司云端收入从24年Q4开始爆发: | | | | | | | 早饭: 月儿 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 项目 | 2025年1-3月 | | 2024 年度 | | 2023 年度 | | 2022 年度 | | | | 金额 | 比例 | 金额 | 比例 | 金额 | 比例 | 金额 | 比例 | | 云端产品 线 | 110.900.40 | 99.94% | 116,627.85 | 99.31% | 9,056.51 | 12.80% | 21,944.89 | 30.37% | | 边缘产品 线 | 65.66 | 0.06% | 654.20 | 0.56% | 1,082.45 | 1.53% | 3.783.77 | 5.24% | | 智能计算 集群系统 | - | - ...