制图:黄亚岚(元宝AI、豆包AI生成) 2025年，沉淀已久的国产AI芯片迎来关键性转折。在DeepSeek助力下，AI算力需求引爆，国产替代被 按下"加速键"。寒武纪股价狂飙，屡次登上科创板"股王"之位。国产替代年底迎来资本"盛宴"——摩尔 线程和沐曦股份先后顶着"国产GPU第一股"和"第二股"的光环登陆科创板，壁仞科技和天数智芯也在港 交所接连传出好消息，将在2026年年初正式赴港上市。几乎同期，市场传出英伟达H200被批准对华出 售的消息，业内探讨这是否会挤压国产AI芯片市场空间。今年国产AI芯片行业的发展将去往何处? 趋势1 DeepSeek引爆国产替代 国产芯片在推理赛道有机会 2025年，国产AI芯片赛道可谓是热闹非凡。2025年年初，DeepSeek横空出世，随其"破圈"而来的是AI 应用侧的大爆发，AI在口口相传间真正走入了寻常百姓家，这也意味着算力需求逐步从训练转向推 理。之后，华为打"头阵"，一众国产AI芯片厂商宣布支持DeepSeek并快速部署，国产算力热情被"点 燃"。 2025年8月，DeepSeek又发布了新一代模型DeepSeekV3.1，并在公众号留言中强调，"UE8M0FP8 ...

Core Insights - Huawei's Vice Chairman Xu Zhijun unveiled the company's AI computing power roadmap at the HC 2025 conference, detailing the evolution of the Ascend chip series over the next three years, with a focus on doubling computing power annually [3][4] Group 1: AI Computing Power Development - The Ascend 950 series will launch in Q1 2026, followed by the Ascend 960 in 2027 and the Ascend 970 in 2028, with significant advancements in low-precision data formats, vector computing power, interconnect bandwidth, and self-developed HBM [3][4] - The Atlas 950 and Atlas 960 supernode products were introduced, with the Atlas 950 featuring 8192 cards and an FP8 computing power of 8E FLOPS, set to launch in Q4 2026, significantly surpassing NVIDIA's concurrent offerings [3][4] Group 2: Expansion into General Computing - Huawei is extending its supernode concept to general computing with the TaiShan 950 supernode, which aims to outperform traditional databases and high-end servers by achieving a 2.9x performance boost without requiring database modifications [4] - The self-developed "UnifiedBus" interconnect protocol will be open-sourced from version 2.0, promoting a truly open supernode ecosystem [4] Group 3: Market Reaction and Collaborations - Following the announcements, Huawei's computing power concept stocks surged, with companies like Fenghuo Communication hitting the daily limit, and others like Xingtuxinke and Xinghuan Technology seeing significant gains [6][9] - Companies in the Huawei ecosystem, such as Fenghuo Communication and Xingtuxinke, are actively collaborating with Huawei on various AI solutions and have received certifications for their compatibility with Huawei's Ascend platform [9] Group 4: Industry Outlook - Analysts from Zhongyin Securities noted a rising industry sentiment, with domestic computing power expected to see significant growth, driven by high utilization rates in wafer manufacturing and semiconductor equipment orders [10]

Core Viewpoint - Huawei unveiled its AI computing roadmap at the HC 2025 conference, emphasizing a commitment to doubling computing power annually through the development of its Ascend chip series and a comprehensive AI infrastructure strategy [3][4]. Group 1: AI Computing Strategy - Huawei's Vice Chairman Xu Zhijun detailed the three-year iteration plan for the Ascend chips, with the Ascend 950 series launching in Q1 2026, followed by the Ascend 960 in 2027, and the Ascend 970 in 2028, aiming for a doubling of computing power each year [3]. - The Atlas 950 and Atlas 960 supernode products were introduced, with the Atlas 950 featuring 8192 cards and achieving FP8 computing power of 8E FLOPS, and the Atlas 960 set to support 15488 cards, further enhancing performance [3][4]. Group 2: Infrastructure and Ecosystem - Huawei's TaiShan 950 supernode, based on the new Kunpeng 950 processor, aims to outperform traditional databases and high-end servers with a 2.9x performance improvement without requiring database modifications [4]. - The self-developed "UnifiedBus" interconnect protocol facilitates high-reliability computing collaboration across large-scale systems and will be open-sourced from version 2.0 to foster an open supernode ecosystem [4]. Group 3: Market Reaction and Collaborations - Following the announcements, Huawei's computing concept stocks surged, with Fenghuo Communication hitting the daily limit, and other companies like Xingtuxinke and Xinghuan Technology also seeing significant gains [5][6]. - Companies such as Fenghuo Communication and Xingtuxinke are actively collaborating with Huawei's Ascend ecosystem, enhancing their capabilities in AI and computing solutions [6][7]. Group 4: Industry Outlook - Analysts from Zhongyin Securities noted that Huawei's dual breakthroughs in computing and software are paving the way for a new era in domestic AI, with significant growth potential in the domestic computing chain [7]. - The semiconductor sector is experiencing increased utilization rates and strong orders, indicating a favorable environment for domestic computing chip growth driven by AI demand [7].