沐曦股份-管理层电话会要点：本土领先 GPU，自研 IP + 全栈方案实现高效能
MetaX Integrated Circuits (Shanghai)MetaX Integrated Circuits (Shanghai)(SH:688802)2025-12-18 02:35

18 December 2025 | 2:14AM HKT Equity Research China Semis: MetaX (688802.SS) mgmt. call takeaways: Leading local GPU, featuring in-house IP and full-stack solution for efficient We talked to MetaX's (688802.SS, Not Covered) management recently. MetaX is the local supplier of GPU for AI inferencing and training. Key discussions were around MetaX's in-house developed GPU IPs, full-stack solutions, and industry-specific AI scenarios. Overall, management sees the rising computing power demand in the China marke ...