Core Viewpoint - The recent merger between Haiguang Information and Zhongke Shuguang is a significant event in the semiconductor industry, marking a shift from fragmented competition to a more systematic approach in domestic computing power, potentially creating a giant with a market value of nearly 400 billion yuan covering the entire industry chain from chip design to server manufacturing and computing power services [2][3]. Group 1: Merger Details - Haiguang Information plans to merge with Zhongke Shuguang through a share swap, which will enhance the domestic server CPU market share, where Haiguang holds 53.6% and ranks first, while also having over 30% of the domestic GPU market, ranking second [3]. - The merger is expected to accelerate the domestic replacement process, leveraging Zhongke Shuguang's strengths in high-end computing, storage, security, and data centers [3]. Group 2: Market Impact - The combination of Haiguang's DCU chips with Zhongke Shuguang's liquid-cooled servers is anticipated to improve cost-effectiveness and challenge the market shares of international giants like NVIDIA and AMD in AI training [3][4]. - The merger may gradually erode the market share of Intel and AMD in China, where their combined market share exceeds 70%, due to the technological synergy and ecosystem created by the new entity [4]. Group 3: Industry Chain Effects - The merger will likely compress the market bargaining power of mid-tier foundries, as the new entity will create a complete ecosystem that reduces reliance on external partners [5]. - Foundries like Hon Hai (Foxconn) and Quanta Computer may face declining bargaining power and profit margins due to the integrated ecosystem formed by the merger [5][9]. Group 4: Cloud Computing Sector - The merger could lead to price wars in the cloud computing sector, as the new entity may offer competitive mixed cloud solutions, potentially increasing pressure on third-party cloud service providers like UCloud and QingCloud [10][12]. - Despite the growth in revenue driven by the demand for computing power, net profits in the cloud computing market have not kept pace, indicating a challenging environment for existing players [11][12].

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自 chipsandcheese 。 2010年左右，云计算在AMD Opteron处理器和英特尔Xeon处理器的推动下迅速兴起。庞大的云市 场激起了包括高通在内的其他CPU制造商的兴趣。到2010年代中期，高通已发展成为移动SoC市 场的一股强大力量，并拥有多款自主研发的CPU设计。他们有充分的理由对其云服务器前景充满 信心。服务器芯片的高核心数量意味着较低的单核功耗，削弱了AMD和英特尔在单线程高性能方 面的优势。 为了打入云计算领域，高通需要一种性能足够强大的 CPU 架构，以满足诸如尾端延迟等关键指 标 。 在 Hot Chips 大 会 的 演 示 中 ， 高 通 指 出 ， 将 一 堆 性 能 较 弱 的 内 核 塞 进 芯 片 中 并 称 其 为 " 日 产"是行不通的。Arm 云 CPU 或许不必与英特尔和 AMD 的内核匹敌，但它们确实需要达到基准 性能水平。高通希望在保持其传统功耗和密度优势的同时做到这一点。 核心概述 Falkor CPU 架构旨在以低功耗和低硅片面积要求满足这一性能门槛。Falkor 是一款 4 宽 aarch6 ...