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景嘉微:JM11系列产品处于推广应用阶段 控股子公司诚恒微边端侧AI芯片研发进展顺利
Mei Ri Jing Ji Xin Wen· 2025-09-19 16:00
(文章来源:每日经济新闻) 每经AI快讯,9月19日,景嘉微(300474.SZ)公告称,JM11系列产品处于推广应用阶段,联合行业上下游 共同推进国产GPU应用生态建设。公司的控股子公司无锡诚恒微电子有限公司在研产品主要为具有高集 成高算力低功耗的边端侧AI芯片,该产品主要面向目标识别、边缘计算、具身智能等广泛市场,且支 持大模型运算,可以涵盖包括但不限于智能吊舱、工业无人机、机器人、AIPC、AI 智能终端等多种场 景。边端侧AI芯片领域契合人工智能行业发展趋势,具有良好的产业发展前景。目前产品研发进展顺 利,公司将持续关注后续的进展情况。 ...
[热闻寻踪] 半导体、算力概念股引爆3800点 是技术革命还是资金狂欢?
Quan Jing Wang· 2025-08-22 12:58
Group 1: AI Chip Development - DeepSeek-V3.1, a new model, features a hybrid reasoning architecture and supports both thinking and non-thinking modes, enhancing efficiency [1] - The model utilizes UE8M0 FP8 Scale parameter precision, indicating future applications in domestic AI chips, which may accelerate the domestic computing power ecosystem [1] - Companies like Yuntian Lifei focus on AI inference chips, with a projected explosive growth in inference computing demand over the next five years, expected to reach 67% of AI workloads by 2024 [2][3] Group 2: Market Dynamics and Company Performance - Semiconductor and computing concept stocks surged in the A-share market, with the Sci-Tech 50 Index rising over 8% [2] - Companies are actively investing in AI capabilities, with significant investments in AI computing centers, such as Zhonghao Xinying's 200 PFlop/s AI computing center [3] - Companies like Shunwang Technology are expanding their edge computing capabilities to meet the growing demand for computing power [5] Group 3: Product Development and Market Strategy - Companies are developing AI-related products, with a focus on overcoming high AI hallucination rates and enhancing performance to compete with major players like Huawei and Cambrian [2] - Jiangyuan Technology's D10 chip is the first fully domestic AI computing chip, with ongoing efforts to develop the necessary software ecosystem for overseas markets [7] - Companies are committed to digital transformation and optimizing operational efficiency to enhance competitiveness and support high-quality development [6][8]
景嘉微(300474) - 300474景嘉微投资者关系管理信息20250429
2025-04-29 12:50
Group 1: Company Performance and Financials - The company achieved a revenue of 46,634.24 million CNY in 2024 and 10,245.83 million CNY in the first quarter of 2025 [3] - R&D investment over the last three fiscal years totaled 92,725.91 million CNY, accounting for 39.74% of the cumulative revenue during the same period [5] - In Q1 2025, R&D expenditure was 6,984.74 million CNY, representing 68.17% of the company's revenue [5] Group 2: Product Development and Market Strategy - The JM11 series products are being promoted for applications in servers, workstations, desktops, and laptops, but market demand and user experience may affect business outcomes [3] - The company focuses on innovation and product iteration to enhance market competitiveness and optimize product structure based on market needs [2] - The company is committed to developing high-performance GPU chips for various applications, including gaming, AI, and autonomous driving [5] Group 3: Industry Outlook and Competitive Position - The company emphasizes the importance of R&D management and efficiency to maintain competitiveness against peers [6] - There is a focus on attracting high-end R&D talent to strengthen the core development team and enhance product innovation capabilities [6] - The company is optimistic about the future of the GPU market, particularly in AI applications, and plans to continue investing in R&D [5]