As an advanced artificial intelligence technology in modern society, AI is first the birth of ChatGPT, which has brought new breakthroughs to the AI industry, followed by the birth of CPT4 large models, which has greatly increased its demand for computing power, thereby driving the wave of AI chip market
AI chips are also known as AI accelerators or computing cards, that is, modules dedicated to processing a large number of computing tasks in artificial intelligence applications, and currently AI chips have three main application areas: training layer, cloud computing layer and edge device computing layer
Moreover, as the core productivity that promotes the development of AI, the value of AI chips is self-evident. It is of great significance to individual enterprises, to the entire AI industry, and even to large countries to consolidate their core competitiveness
You know, ChatGPT has a large number of AI models with complex computing needs, like AI chips that can be used to handle complex computing tasks. If computing power, models and data are the three major elements of AI development, then AI chips are essentially the underlying cornerstone of AI computing power
And in China we also have strength and strong manufacturers, that is, Cambrian and Huawei HiSilicon, taking Cambrian as an example, it is one of the few domestic companies that can support midstream AI algorithms and model vendors more openly, its main advantage lies in various deep learning frameworks, and actively cooperate with external players
Leverage the 100 billion market
It is understood that in 2021, mainland AI chips will reach 42.7 billion yuan, a year-on-year increase of 124%. Under the combined effect of policy, market and technology, the mainland artificial intelligence chip industry will develop rapidly, and it is expected that the mainland AI chip market will reach 120.6 billion yuan in 2023
Therefore, with the GPT-4 multimodal large model, domestic Internet manufacturers accelerating the layout of AI large models and the rapid expansion of AI plug-in applications, considering the continuous promotion of AI applications and the significant increase in the number of active users, inference AI acceleration chips and inference servers are still expected to maintain high growth in the long run
"AI chips" have leveraged the 100 billion market, and these 5 companies are expected to double in the future
1. Fudan micro-electricity
In terms of technology research and development in new fields, the company actively carries out artificial intelligence (AI) chip test and development, high-performance video transmission chip test research and development, and 5G chip test research and development
2. Aojie Technology
The company integrates the existing self-developed ISP and device-side AI chip architecture technology, launches the intelligent IPC chip project, and carries out promotion cooperation with leading enterprises in the industry
3. Rockchip
The company is a leading AloT chip supplier in China; The company has rich experience and technical reserves in large-scale SoC chip design, digital-analog hybrid chip design, image signal processing, high-definition video coding and decoding, artificial intelligence and system software development, and has formed multi-level, multi-platform and multi-scenario professional solutions
4. Guoke Micro
The AI vision processing chips laid out by the company are mainly used in the field of machine vision. In the video coding series chip market, the company will continue to promote the research and development of video coding series chips
May and April midline big bull valley
Recently, North International with fans to play 80CM+, China Satcom 80CM+, Blue Focus to eat meat 20CM+, at the same time, also seized a lot of opportunities to double bull stocks before, like Jingyeda, Anne shares are 90% of the big meat off
Next direction:
Recently, a strong middle line of concepts such as "central enterprise reform + semiconductor + military industry + new materials" has been selected
First, the company is a domestic semiconductor material leader, and is the only domestic large-scale production of semiconductor materials and passed the head fab verification;
Second, the stock price is only a dozen yuan, the total market value is only more than 10 billion, the plate is small, the low price is small and beautiful, and the main force has recently grabbed 200 million;
Third, from a technical point of view, the company's bottom volume broke through the annual line, opening a new round of upside, and at the same time, KDJ and MACD resonance golden cross, the main rising wave is about to open.