According to media reports, recently, the Beijing Municipal People's Government issued the "Implementation Plan for Accelerating the Construction of an Artificial Intelligence Innovation Source with Global Influence in Beijing (2023-2025)".
The "Implementation Plan" proposes to promote the breakthrough of domestic artificial intelligence chips. Facing the distributed training requirements of artificial intelligence cloud, carry out the research and development of general high computing power training chips; Aiming at the low-power requirements of edge application scenarios, multi-modal intelligent sensor chips, autonomous intelligent decision-making execution chips, and high-energy-efficient edge-end heterogeneous intelligent chips are developed. Facing innovative chip architecture, explore innovative architecture routes such as reconfigurable, storage-computing integration, brain-like computing, and chiplet.
According to the document, the layout of artificial intelligence computing power has initially taken shape, the market proportion of basic software and hardware products such as domestic artificial intelligence chips and deep learning frameworks has increased significantly, and computing power chips have basically achieved independent control. The proportion of domestic hardware has been significantly improved, and it is fully compatible with domestic deep learning frameworks. Artificial intelligence computing power resources are connected to the grid, promoting the realization of high-quality autonomy and controllability of basic software and hardware.
Each task in the Implementation Plan will be further disassembled, and the specific responsible unit, working mechanism and three-year decomposition work objectives will be clarified, and a clear and quantifiable overall work objective and overall promotion work mechanism will be proposed accordingly.
AI chips, also known as AI accelerators or computing cards, are modules specially designed to process a large number of computing tasks in artificial intelligence applications, mainly divided into three types: GPUs, FPGAs, ASICs, etc.
The "hero behind the scenes" of large models such as ChatGPT is the computing power support of powerful AI chips. GPUs are the most widely used with parallel computing capabilities and compatibility with training and inference. FPGAs can realize deep learning functions by combining them with CPUs, and can also meet the huge computing power requirements of AI.
Under the background of domestic independent controllable acceleration and high prosperity of AI, companies in related fields are expected to benefit first. In the second half of the year, domestic chips will give birth to a new trillion-level market, and the future can be expected.
After the recent careful review and sorting out the list of 5 leading potential stocks of "AI chips", it is expected to rise sharply in the future! Especially the last one, which is expected to walk out of the 10-fold main rising wave in the near future.
Obit 300053
Company highlights: one of the backbone enterprises of high-reliability embedded SOC chip and system integration in the aerospace field, the main business: aerospace electronics, satellite big data, artificial intelligence, geographic information and intelligent mapping, intelligent security and transportation five business segments.
Shuguang 603019
Company highlights: mainland high-performance computer leading enterprises, main business: high-end computer, storage, security, data center product research and development and manufacturing, while vigorously developing digital infrastructure construction, intelligent computing and other businesses.
Unigroup shares 000938
Company highlights: China's cloud management platform market maintained the first market share, China's SDN (software) market share market share market, the main business: providing technology-leading network, computing, storage, cloud computing, security and intelligent terminal and other full-stack ICT infrastructure and services.
Obi Zhongguang 688322
Company highlights: 3D vision sensor leader, developed China's first 3D perception chip, the world's rare comprehensive layout of six 3D visual perception technology enterprises, the main business: 3D visual perception product design, research and development, production and sales.
The last one has the most potential
1. The sector in which it is located belongs to the national key support industry;
2. The valley belongs to the top leader in the industry, and the performance announced in the first quarterly report is very good;
3. The valuation of this valley is relatively low, compared with other valleys in the sector, the current valuation is less than 10 times, and the gross margin and net profit margin are very good;
4. Institutions are also optimistic about the valley, which has entered the market in large quantities, and the stock's recent upward trend has been established, which is expected to accelerate, with an expected return of 68%