Core Insights - The 2025 CPSE Security Expo showcased the latest advancements in AI technology, with Qingwei Intelligence presenting its new "chip matrix" and "full-stack" products, attracting significant attention from attendees [1][3] - Qingwei Intelligence won the "Top Ten Brand Award" at the expo, highlighting its leadership in the domestic AI computing sector and its contributions to digital city and security applications [3][8] - The company is positioned at the forefront of the emerging Edge AI 2.0 era, focusing on reconfigurable computing technology to enhance AI capabilities across various industries [4][6] Product Developments - Qingwei has successfully mass-produced cloud computing chips (TX8 series) and high-efficiency edge computing chips (TX5 series), providing comprehensive solutions for diverse scenarios [6] - The newly launched Zhiyuan Algorithm Training Platform features lightweight, high-accuracy, and high-security characteristics, enhancing applications in smart security and industrial inspection [6][7] - The TX5326 AI SoC product integrates advanced AI technologies and supports the deployment of large AI models, significantly improving performance for edge AI applications [7] Market Trends - The global edge AI market is projected to grow from $27.01 billion in 2024 to nearly $270 billion by 2032, with a compound annual growth rate (CAGR) of 33.3% [4] - The shift in focus for AI computing power is moving from hardware improvements to innovative architectures and algorithms, indicating a transformation in the industry landscape [4] Strategic Positioning - Qingwei Intelligence has established itself as a leader in the AI computing sector, with over 30 million reconfigurable chips shipped, emphasizing its commitment to domestic innovation and self-sufficiency [10][12] - The company's advancements in AI technology are seen as crucial for overcoming challenges in China's foundational computing capabilities, as highlighted by industry experts [10]

Core Viewpoint - The article highlights the rapid growth and potential of the AI computing market, particularly focusing on the advancements in reconfigurable chips led by the domestic company Qingwei Intelligent, which aims to drive the fourth industrial revolution with its innovative technology [2][4][9]. Industry Overview - The global AI computing market is witnessing significant growth, with the edge AI market expected to reach $27.01 billion in 2024 and nearly $270 billion by 2032, reflecting a compound annual growth rate (CAGR) of 33.3% during the forecast period [2]. - Nvidia has emerged as a leader in the AI chip sector, becoming the first company to surpass a market value of $50 billion, showcasing the immense potential of AI computing [2]. Company Insights - Qingwei Intelligent has focused on developing reconfigurable architecture (RPU) technology, differentiating itself from traditional ASIC and GPU solutions, and aims to create a domestically controlled computing ecosystem [4][6]. - The company has successfully launched multiple chip series, including the TX5 and TX8, with the TX5 series being particularly noted for its cost-effectiveness and high energy efficiency, achieving a cost that is one-fifth of similar foreign products and an energy efficiency ratio of 200% [6][7]. - Qingwei Intelligent has shipped over 30 million reconfigurable chips and completed orders for 20,000 AI computing cards this year, indicating strong market demand and production capabilities [6][7]. Product Innovations - At the recent AICC 2025 conference, Qingwei Intelligent introduced its first edge AI 2.0 algorithm training platform, which boasts high accuracy, security, and flexibility, designed to cater to various fragmented application scenarios [7][8]. - The company also unveiled the TX5326, a new visual ultra-high-definition AI SoC product, which integrates advanced AI technologies and supports the deployment of large AI models at the edge [8]. Future Outlook - Qingwei Intelligent is committed to a technology strategy of "developing one generation, reserving one generation, and releasing one generation," focusing on commercializing existing technologies while preparing for future advancements in reconfigurable computing [8][9]. - The company aims to establish a unique Chinese solution in the context of the fourth industrial revolution, leveraging its technological advantages in the reconfigurable chip domain [9].