蚂蚁集团正在加快芯片领域的布局。 工商最新信息显示，芯片新秀企业 昕原半导体 （上海）有限公司发生工商变更，原股东上海联知创 业投资管理中心（有限合伙）退出， 新增蚂蚁集团旗下上海云玡企业管理咨询有限公司为股东，持 股比例为1.87%。 投入到更具前瞻性的领域，比如大模型、具身智能、AI算力等前沿科技领域，实现"投资—支持—退 出—再投资"的正向循环，持续推动科技创新，为社会带来更多创新价值。 来源：e公司 责编：叶舒筠 校对： 彭其华 版权声明 根据公开资料，昕原半导体成立于2019年，是一家业务涵盖AI存算一体IP及大模型加速方案、高性 能/高可靠的系统级存储芯片、先进制程嵌入式存储领域的公司，已在存储芯片、存算IP、高性能 MCU等领域实现了商用出货和交付。 此前在8月29日，蚂蚁集团旗下上海云玡企业管理咨询有限公司投资了上海烨知芯科技有限公司，持 股比例为14.29%。 公开资料显示，该公司致力于 端侧AI芯片 研发，以完全自主研发的高能效比 NPU为核心，为智能眼镜、手机、机器人等提供AI芯片及软硬件协同解决方案。 近日，蚂蚁集团还增加了对 云合智网 （上海）技术有限公司的投资，持股比例由3.34% ...

Group 1 - Ant Group has recently invested in multiple semiconductor-related companies, including a 1.87% stake in Xinyuan Semiconductor and a 14.29% stake in Shanghai Yezhi Chip Technology [1][3] - The investments are part of Ant Group's strategy to focus on AI and semiconductor technology, aligning with its "AI First" core strategy established in 2023 [6] - Ant Group's investment in cloud intelligence network technology company increased from 3.34% to 3.68%, indicating a growing interest in smart network chips and software services [3] Group 2 - Ant Group's investments are aimed at enhancing its capabilities in AI chip development and applications, particularly in areas like AI chips for smart glasses, mobile phones, and robots [1][6] - The company's significant investments in cutting-edge technology have led to a decline in profits, with Alibaba reporting a 60.5% decrease in investment income from Ant Group, amounting to 1.547 billion yuan [6]