01服务器CPU，变革丛生 "2030 年，数据中心服务器半导体价值将达 5000 亿美元。"市场研究机构 Yole 的这一预测，正指向一个快速膨胀的赛道。而 IDC 半导体研究副总裁 Mario Morales 的判断更直接："未来五年，数据中心将成为半导体全行业增长最快的领域。" 数据中心这条赛道，好像没人不看好。 在服务器 CPU 领域，x86、ARM、RISC-V 正在进行一场静默的架构革命。不同架构的市场里，各自酝酿着不寻常的变局。 x86架构，权力正在重构 服务器CPU作为数据中心的核心组件，其重要性和复杂性正日益凸显。 过去十余年里，x86架构在服务器CPU中占据主导地位，其中英特尔凭借深厚的技术积累与完善的生态布局，多年来几乎独霸这片市场，形成难以撼动的 行业格局。 不过，这样的稳固态势正在悄然松动。 服务器CPU市场份额 | 时间 | 英特尔 | AMD | | --- | --- | --- | | 2021年01 | 91.1% | 8.9% | | 2021年02 | 90.5% | 9.5% | | 2021年Q3 | 89.8% | 10.2% | | 2021年Q4 | 89.3 ...

Core Points - The event "2025 Innovation Heroes Gathering" aims to promote entrepreneurship and innovation in Guangdong, showcasing successful entrepreneurial stories and projects since its inception in 2019 [1][4] - The first event in Shenzhen focuses on "Chip and Air Connectivity" and highlights the city's strengths in semiconductor and AI industries, providing a fertile ground for entrepreneurs [4][6] Group 1 - The "2025 Innovation Heroes Gathering" is a collaborative initiative by the Guangdong Provincial Human Resources and Social Security Department and Guangdong Radio and Television Station, designed to encourage high-quality entrepreneurial entities [4] - The event integrates various elements such as sharing entrepreneurial stories, expert guidance, policy interpretation, trend analysis, and addressing entrepreneurial challenges, signaling a supportive environment for entrepreneurship [4][6] - The choice of Shenzhen as the first venue reflects the city's pioneering spirit and aligns with Guangdong's strategic development goals, particularly in high-tech sectors [4][6] Group 2 - The event features inspiring entrepreneurial stories, such as the AI inspection system developed by the team from Tianxun Zhifei, which boasts a 99% accuracy rate and aims to enhance efficiency in various sectors [6][8] - Another highlighted story is that of Tan Zhangxi, founder of Ruisi Chip, who returned to China to develop the first domestically produced high-performance RISC-V server chip, marking a significant step in domestic technology advancement [8][10] - The "AI Smart Employee" initiative by Hu Wei, founder of Jintalent, has already covered 70 job roles and served over 1 million people, showcasing the city's supportive environment for innovation [10] Group 3 - The "1+N" carnival model adopted by the event aims to provide comprehensive services including policy interpretation, trend analysis, financing connections, and industry incubation, enhancing the overall entrepreneurial ecosystem [12] - The event also includes activities like the "Unicorn Acceleration Camp" for financing connections, facilitating direct interactions between innovative projects and investment institutions [12][14] - A recruitment plan called "Chuangxiang Zhuolang Tuan" aims to engage 100 members per event, including entrepreneurs and students, fostering interaction and knowledge exchange [14]

Core Insights - RISC-V architecture is gaining attention in the server CPU market, breaking into mainstream awareness alongside established architectures like x86 and ARM [1][2] - The advantages of RISC-V include open-source nature, instruction set simplicity, and scalability, making it suitable for high-performance computing and AI applications [2][8] RISC-V CPU Developments - Alibaba's Tsinghua University has been a pioneer in RISC-V with its Xuantie series, launching the Xuantie C930 server CPU with a performance benchmark of 15 SPECint2006/GHz [3][4] - Shenzhen-based Ruisi Chip has introduced the Lingyu processor, a high-performance RISC-V server chip featuring a 32-core CPU and 8-core LPU design, achieving performance comparable to Intel and AMD [5][9] Market Potential and Growth - The global RISC-V chip market is projected to reach $92.7 billion by 2030, with a compound annual growth rate (CAGR) of 47.4% [8] - The number of SoCs using RISC-V architecture is expected to increase from over 2 billion to 20 billion by 2031, indicating significant market adoption [8] Competitive Landscape - RISC-V is positioned as a challenger to ARM architecture, which has a licensing model that may lead to higher costs in a competitive market [15] - RISC-V's customizable and cost-effective nature could provide advantages in specialized server applications, particularly in AI and high-performance computing [8][15] Future Outlook - Industry experts predict that RISC-V could see large-scale adoption in server applications within 5-8 years, driven by its performance in high-performance computing scenarios [14] - The delivery of the Xuantie C930 is viewed as a starting point for RISC-V's entry into high-performance computing markets [14]

Core Insights - The article highlights the significant growth and development of the Qianhai Free Trade Zone in Shenzhen, showcasing its resilience against global trade uncertainties and its role as a hub for foreign investment and cross-border e-commerce [1][3][4] Trade and Investment - Qianhai's foreign trade import and export value surged from 71.2 billion yuan in 2015 to 537.98 billion yuan in 2024, achieving a 7.5-fold increase [1] - In the first quarter of this year, Qianhai attracted 502 new foreign enterprises, with 416 being from Hong Kong, marking a year-on-year growth of 89.1% [1][8] - The area accounted for 47.1% of Shenzhen's total foreign investment and 67.2% of Guangdong's Free Trade Zone [1] Cross-Border E-commerce - Qianhai is projected to handle a cross-border e-commerce import and export volume of 372 billion yuan in 2024, maintaining its position as the top region in China for three consecutive years [3][4] - The Qianhai Comprehensive Bonded Zone achieved an import and export value of 375.25 billion yuan in 2024, a 49.9% increase, ranking fourth nationally and first in Guangdong [4] Financial Innovation - Qianhai has established six cross-border financial innovation brands, including cross-border loans and dual-currency bond issuance, with cross-border receipts exceeding 1 trillion yuan by March this year [9] - The area has attracted over 460 financial institutions, with nearly 30% being foreign or Hong Kong-based [9] Legal Environment - A survey indicated that 75.29% of enterprises prioritize a fair legal environment when investing in Qianhai, with 92.15% willing to sign contracts under Hong Kong law [11] - Qianhai has implemented the first investor protection legislation in the country, addressing foreign investors' concerns regarding intellectual property and government procurement [12] Technological Innovation - Qianhai is fostering a high-level technology innovation ecosystem, encouraging integrated innovation across the entire industry chain, as highlighted in the recent government policy [14] - The area has seen the emergence of high-performance technology companies, such as Ruisi Chip, which has developed a RISC-V server chip with significant performance improvements [15] Talent Attraction - Qianhai has implemented policies to attract top global talent, including tax incentives for high-end and scarce talent, benefiting over 3,255 individuals [15]

Group 1: Core Developments in Semiconductor and High-Performance Computing - The launch of the Lingyu processor by Ruisi Chip Technology marks a significant breakthrough in Shenzhen's self-developed chip industry, showcasing the formation of a sustainable RISC-V high-performance ecosystem [1] - Major companies like Lenovo and Sanan have introduced high-performance server products based on the Lingyu processor, indicating strong industry collaboration [1] Group 2: Strategic Emerging Industries and Economic Growth - Shenzhen is focusing on strategic emerging industries such as semiconductors, biomedicine, high-end medical devices, and new energy, with plans to implement 16 support initiatives across seven categories [1][2] - The added value of strategic emerging industries is projected to grow by 10.5% in 2024, accounting for 42.3% of the regional GDP [2] - The number of national high-tech enterprises in Shenzhen has surpassed 25,000, with significant increases in specialized "little giant" enterprises and manufacturing champions [2] Group 3: Support for Semiconductor and Integrated Circuit Industries - The first batch of special funds for strategic emerging industries will focus on the development of semiconductors and integrated circuits, with support for various advanced manufacturing processes and technologies [3] - Funding will be provided for projects related to chip design, silicon-based integrated circuit manufacturing, and advanced packaging technologies, with a funding ratio of up to 1:1 [3] Group 4: Innovation in Biomedicine and Medical Devices - Shenzhen aims to establish a globally recognized innovative drug research center and a leading biomedicine industry cluster by 2025, targeting an added value of 40 billion yuan and revenue of 100 billion yuan [4] - The city is launching support initiatives for core technology breakthroughs in innovative drugs and medical devices, with a focus on various disease treatments [4][5] Group 5: Vehicle-to-Grid (V2G) Technology Development - Shenzhen has been selected as a pilot city for the large-scale application of vehicle-to-grid (V2G) technology, emphasizing the importance of bidirectional energy and information flow between vehicles and the grid [6] - Financial support will be provided for the industrialization of V2G-related core equipment, with funding up to 1.5 million yuan for qualifying projects [6] Group 6: Environmental and Energy Efficiency Initiatives - The safety, energy-saving, and environmental protection industry in Shenzhen is projected to exceed 60 billion yuan in added value by 2025 [7] - The city is promoting advanced technology applications in industrial parks, with funding support for projects that meet specified technical standards [7]

如果您希望可以时常见面，欢迎标星收藏哦~ 在睿思芯科创始人、董事会主席兼CEO谭章熹博士看来，RISC架构蕴含着巨大的发展机遇。 自大卫·帕特森教授于1980年提出RISC架构以来，这个以"精简"为卖点的架构在随后的四十多年间 取得了前有未有的成功。从1981年推出的第一代RISC架构开始、到SPARC的横空出世、再到Arm 的大获成功，RISC架构也获得了越来越多人的认可，这也驱动帕特森教授于2010年推出了RISC- V。帕特森教授在后来接受媒体采访的时候透露，他与Asanović 合作推出RISC-V的原因之一是当 时无法开展他们想做的研究。具体而言，就是无法为特定目的定制芯片。 如上所述，RISC-V的表现无需赘言。而作为帕特森教授唯一一位从事体系架构研究的中国大陆学 生，谭章熹博士也在国内的RISC-V推广中扮演了不可或缺的重要角色。 睿思芯科，七年探索 据谭章熹介绍，之所以会选择在国内推广RISC-V，一方面是看到了RISC-V的潜力，另一方面是 2018年"中兴事件"带来的影响，让他更坚定了将RISC-V引入中国的决心。他进一步指出："我们 意识到，要让一个指令集取得成功并真正落地，就需要强大的 ...