AI chip shipments will increase dramatically in 23 years; Honor established a chip company; NVIDIA super chip put into production

author:This core lesson
AI chip shipments will increase dramatically in 23 years; Honor established a chip company; NVIDIA super chip put into production

Source | This core lesson looks at the world

Original | 1 week

Edit | Yeee

AI chip shipments will increase dramatically in 23 years; Honor established a chip company; NVIDIA super chip put into production

Artificial intelligence chip shipments will increase by 46% in 2023

News on May 30, TrendForce pointed out that AI chip shipments will increase by 46% in 2023. Among them, NVIDIA GPU is equipped with the mainstream AI server market, with a market share of about 60~70%, followed by AISC chips independently developed by cloud manufacturers, with a market share of more than 20%. The agency pointed out that there are three main reasons for NVIDIA's high market share: First, in addition to purchasing the original NVIDIA A100 and A800, cloud service vendors will also introduce H100 and H800 in the second half of the year, and the average sales unit price of H100 and H800 is about 2~2.5 times that of A100 and A800. Second, the high-profit model of high-end GPU A100 and H100 is also key, and the price difference of H100 itself will also produce a difference of nearly $5,000 depending on the buyer's purchase scale. Third, in the second half of the year, ChatBOT and AI trends will continue to penetrate into the development market in various fields, driving the increasing demand for cloud AI server and edge AI server applications, and it is estimated that the shipment volume of AI servers equipped with A100 and H100 will increase by more than 50% year-on-year this year. (

AI chip shipments will increase dramatically in 23 years; Honor established a chip company; NVIDIA super chip put into production

Shanghai Xinxiang Microelectronics Co., Ltd. was listed

On June 1, 2023, Shanghai Xinxiang Microelectronics Co., Ltd. (stock code: 688593) held a listing ceremony on the Shanghai Stock Exchange. Shanghai Xinxiang Microelectronics Co., Ltd. issued 91,905,800 shares at an issue price of 11.18 yuan per share, raising a total of 102,750.77 million yuan and a total share capital of 45,952.94 million shares after issuance. The main business of Shanghai Xinxiang Microelectronics Co., Ltd. is integrated circuit chip design and product sales. In 2022, the company achieved an operating income of 42,700.44 million yuan and a net profit of 108.2755 million yuan. The company is located in Xuhui District, Shanghai.

Chip company Chongqing Wuqi Microelectronics launched IPO

On May 28, the reporter learned from the Chongqing Securities Regulatory Bureau that Chongqing Wuqi Microelectronics Co., Ltd. (Wuqi Microelectronics) conducted counseling filing registration in the Chongqing Securities Regulatory Bureau on May 17, intending to make an initial public offering and listing, and the tutoring broker is Haitong Securities. It is understood that Wuqi Microelectronics is a chip manufacturer focusing on Internet of Things communication, security and terminal intelligence, so far, there are 24 Chongqing enterprises that have entered the listing guidance period. Zheng Jiansheng was the actual controller and restructured in March this year. The counseling agreement between Wuqi Microelectronics and Haitong Securities was signed on May 8, 2023, the law firm is Beijing DeHeng Law Firm, and the accounting firm is Tianjian Accounting Firm (special general partnership). According to the plan, Wuqi Microelectronics plans to complete the listing guidance in August this year. Tianyan inspection data shows that Wuqi Microelectronics was restructured into a joint stock limited company on March 20 this year, and the registered capital increased from 59.05391 million yuan to 63.596518 million yuan on March 23 and 249 million yuan on March 27.

AI chip shipments will increase dramatically in 23 years; Honor established a chip company; NVIDIA super chip put into production

The Korea International Trade Association expects South Korea's chip exports to improve in the second half of the year

On May 30, the Korea International Trade Association (KITA) said that the Korean semiconductor industry, which has been sluggish since August last year, is expected to recover in the second half of the year. KITA's vice chairman said, "The Korean semiconductor industry is expected to recover and reach the level of the second quarter of last year by the fourth quarter. ”

Beijing Releases New Policy! Will promote the breakthrough of domestic artificial intelligence chips

On May 30, 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). Among them, it is proposed 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. Actively guide large model R&D enterprises to apply domestic artificial intelligence chips and accelerate the localization rate of artificial intelligence computing power supply. The AI chip industry is in its infancy, and AI chips, also known as AI accelerators or compute cards, are modules specifically designed to handle a large number of computing tasks in AI applications. The market scale of Chinese intelligent chips will continue to rise, and the artificial intelligence chip industry is the core of the information industry and a key force leading a new round of scientific and technological revolution and industrial transformation. In recent years, with the rapid development of big data, cloud computing, Internet of Things, and autonomous driving, market demand has expanded year by year. It is expected that from 2023 to 2027, the market size of Chinese intelligent chips will continue to rise, and by 2024, the market size of Chinese intelligent chips will exceed 100 billion yuan; By 2027, the market size of Chinese smart chips will reach 288.19 billion yuan.

Betting on the chip industry to hit the bottom, foreign capital bought South Korean chip stocks in the first five months of this year

The Korea Stock Exchange said Monday that foreign investors' purchases of South Korean technology and auto stocks have totaled more than 16 trillion won ($12 billion) so far this year. In the first five months of this year, foreign investors bought shares worth 9.78 trillion won in Samsung Electronics, followed by Hyundai Motor (1.26 trillion won), SK Hynix (1.1 trillion won), Samsung SDI (967.3 billion won), and Kia Motors (546.9 billion won). Analysts believe that foreign investors are buying shares of Samsung Electronics and SK Hynix in large numbers because they expect that the global chip manufacturing industry has bottomed out and profitability is recovering.

Chip industry milestone! NVIDIA's market capitalization exceeded $1 trillion

Wall Street's new darling, chipmaker Nvidia, has a market capitalization of more than $1 trillion, joining the trillion-dollar club that includes giants such as Apple, Microsoft and Google, and is the first chip company to reach a market capitalization of $1 trillion. U.S. artificial intelligence (AI) concept stocks continue to be hot, Nvidia shares opened up more than 4% on Tuesday, and as of press time, Nvidia shares rose 4.93% to $408.65 per share. Nvidia's stock has jumped about 180 percent this year, and last Thursday alone jumped 24 percent, adding $183.8 billion in market value, the third-largest one-day increase in U.S. corporate history. Nvidia's after-market earnings report showed that NVIDIA's Q1 revenue was $7.19 billion, higher than the market's expectation of $6.52 billion. Among them, thanks to cloud computing platforms and demand for GPU chips (training AI) from large technology companies, its data center business achieved a record revenue of $4.28 billion in Q1. Adding to the excitement is NVIDIA's Q2 guidance, with revenue expectations reaching a staggering $11 billion, far exceeding market expectations of $7.18 billion.

South Korea's semiconductor exports shrank 40% in April The central bank suggested: chip production and export diversification

The Bank of Korea said on May 29 that the South Korean semiconductor industry is more vulnerable to economic and industrial changes in its main export markets than rivals Taiwan and Japan. According to the Bank of Korea's latest May economic outlook, over the past 10 years, South Korea's semiconductor exports have been 1.9 times more volatile than Taiwan's and 2.7 times more volatile than Japan's. The report pointed out that such high chip export volatility is mainly due to the fact that the South Korean chip industry is heavily dependent on markets such as China and the United States. The decrease in demand from major chip exporters eventually led to a decline of about 40% in South Korea's chip exports this year, posing a huge threat to South Korea's export-dependent economy. In its report, the Bank of Korea suggested that in order to support South Korea, a major growth driver, it needs to diversify its chip export markets.

AI chip shipments will increase dramatically in 23 years; Honor established a chip company; NVIDIA super chip put into production

Honor established a chip company

On May 31, Shanghai Honor Intelligent Technology Development Co., Ltd., wholly-owned by Honor, was established. According to the public information of Qichcha, the registered capital of this new company is 100 million yuan, and its business scope includes: integrated circuit design, integrated circuit chip design and service, artificial intelligence theory and algorithm software development, artificial intelligence application software development, etc.

It is reported that Samsung plans to develop XR chips

On May 29, according to Sammobile, Samsung is expected to launch a new XR (extended reality) headset later this year or in the first half of next year, thus competing with Apple's first VR / AR device, and Samsung is now planning to develop chips for XR devices. System LSI, a subsidiary of Samsung that designs Exynos processors and ISOCELL camera sensors, has begun taking its first steps in manufacturing processors for XR devices. Samsung System LSI plans to enter the XR chip market, as more companies will start launching XR devices after the launch of Apple and Samsung's XR headsets next year. According to a report by KEDGlobal, Samsung plans to compete with Google and Qualcomm. Samsung will adapt to XR devices by designing entirely new chips or modifying existing chips to run operating systems and applications, calculate data from sensors, and track user movements, XR devices can create experiences such as real-time translation of language, immersive meetings, and navigation with rich data superimposed on top of reality. Samsung's MX (Mobile Experience) division has partnered with Google (operating system) and Qualcomm (processor) to develop its first XR headset.

NVIDIA (NVDA. US) GH200 Grace Hopper super chip is in full production

NVIDIA (NVDA. US) announced that its GH200 Grace Hopper superchips are in full production, and systems with these superchips are expected to be available later this year. The GH200-powered system joins more than 400 system configurations powered by different combinations of NVIDIA's latest CPU, GPU and DPU architectures designed to help meet the growing demand for generative artificial intelligence (AI). NVIDIA also announced the DGX GH200, a large-memory AI supercomputer powered by the GH200 Grace Hopper superchip and NVLink Switch System, designed for workloads developing giant AI models such as generative AI languages, recommendation systems, and data analytics. This supercomputer has 500 times more memory than the previous generation DGX A100, which was introduced in 2020. Jensen Huang, founder and CEO of NVIDIA, said: "The DGX GH200 AI supercomputer integrates NVIDIA's most advanced accelerated computing and networking technologies to expand the frontiers of artificial intelligence. The NVIDIA DGX GH200 supercomputer is expected to be available by the end of this year. Separately, NVIDIA and SoftBank (SFTBY. US) announced that they are collaborating to develop generative artificial intelligence and 5G/6G application platforms based on NVIDIA's GH200 Grace Hopper super chip to power SoftBank's next-generation data centers. (Zhitong Finance)

The Paper Receives a New Round of Investment Focusing on 32-bit MCU and SOC chip products

Recently, Xiamen Surging Microelectronics Co., Ltd. received a new round of investment, led by Runke Fund, a subsidiary of China Resources, followed by Torch Technology (688049.SH) and Yonghong Ruixiang, and Venucia Capital continued to serve as the exclusive financial advisor. This financing will help accelerate the R&D and market expansion of 32-bit MCU products in the fields of automotive electronics, industrial control and medical and health care. According to public information, The Paper is an integrated circuit design company with 32-bit MCUs as the main direction, mainly engaged in integrated circuit design. The company's main products are 32-bit MCUs and SOC chips, and the market applications cover consumer electronics, Internet of Things, small household appliances and other fields. The S038 series recently released by The Paper has created a new working clock main frequency record for Cortex-M0 core MCUs with a frequency of 200M, leading several times the world's mainstream similar products. (Zhitong Finance)

AI chip shipments will increase dramatically in 23 years; Honor established a chip company; NVIDIA super chip put into production

The vivo S17 mobile phone appeared on the Geekbench website: equipped with the Snapdragon 778G+ chip

News on May 29, following the release of vivo S17e in China, the remaining two models of the series vivo S17 and S17Pro will be released on May 31. The vivo S17 series of mobile phones has previously been certified by the Ministry of Industry and Information Technology. Now a vivoS17 mobile phone device with a model V2283A has appeared on the Geekbench website, showing a single-core score of 817, a multi-core score of 2607, pre-installed running the Android 13 operating system, 12GB memory, and is expected to have a built-in Snapdragon 778G+ chip. The running score shows that the chip motherboard part code-named "Lahaina", octa-core processor, a 2.52GHz main frequency core, three main frequency 2.42GHz performance cores and four main frequency 1.80GHz efficiency cores, using Adreno 642L GPU. Today, vivo S17 series is equipped with a smart soft halo, ultra-perceptual spectrum sensor, front 50 million wide-angle soft light, and professional telephoto portrait lens. (IT House)

iQOONeo7Pro overseas version mobile phone appeared in Geekbench: equipped with Snapdragon 8 + Gen1 chip

News on May 29, iQOO India announced that the new mobile phone of iQOO Neo 7 Pro will be released, and now the device has appeared on the Geekbench running score website, the model is vivo I2217, equipped with Snapdragon 8+Gen 1 chip and 8GB memory. The vivo i2217 device has a single-core score of 1112 and a multi-core score of 3578, and comes pre-installed running Android 13 (expected with Funtouch OS 13). Previously revealed that the iQOO Neo 7 Pro mobile phone is equipped with the Snapdragon 8+ Gen 1 chip, equipped with a 6.78-inch AMOLED display, with Full HD+ resolution and 120Hz refresh rate, rear 50MP main camera, front 16MP selfie camera, built-in 5000mAh battery, support 120W fast charging. (IT House)