Since the beginning of this year, the artificial intelligence (AI) boom has swept the world, and it is believed that it will set off a new technological revolution. OpenAI's ChatGPT has brought AIGC a lot of attention. Under the background of the accelerated landing of AIGC commercial applications, the massive growth and upgrading of computing power infrastructure will become an inevitable trend. In the context of computing power infrastructure construction, AI chip investment opportunities are prominent.
At the same time, domestic science and technology bigwigs then released "Wen Xin Yiyan", "Pangu Big Model" and other large models, which further promoted the demand for computing power.
The outbreak of high demand for computing power has prompted high requirements for chip power consumption and heat dissipation. In the chip design of the conventional architecture, the performance improvement speed of the memory system has lagged significantly behind the performance improvement speed of the processor, and the limited memory bandwidth cannot ensure high-speed data transmission and cannot meet the high-level computing requirements. AI chips have become a solution to insufficient computing power, providing a viable path for commercialization of domestic AI applications.
Recently, the vice minister of the Ministry of Industry and Information Technology: gather forces to break through the "root" technology of intelligent industries such as smart chips, algorithm frameworks, and large models. At the Zhongguancun Forum meeting, the "root" technology of various industries was mentioned, and many people did not understand what "root" technology is, in my opinion, there are two meanings here.
The first is to master the core technology of the key links; The second is the underlying infrastructure, which is often referred to as the foundation of industrial development.
For the development of artificial intelligence industry, the current certainty is relatively strong mainly AI chips, computing power industry, the current domestic related industry development compared with foreign countries still have a lot of gaps, this is an indisputable fact, but with the domestic technology industry more and more attention, the pace of domestic substitution is also accelerating, which for the development of domestic science and technology enterprises laid a solid foundation, will also give birth to a lot of investment opportunities, related industries can pay more attention!
According to statistics: China's AI chip market has shown significant growth momentum, and many companies have "tried the cow knife". According to data, the scale of the mainland AI chip market reached 42.7 billion yuan in 2021, a year-on-year increase of 124%. It is expected that by 2023, the market size will further expand to 120.6 billion yuan.
According to the above logic, after weekend research, the 5 most potential "AI computing power optical chip" concept stocks were screened, and it is recommended to collect and study!
The first Hengshuo shares
The company's storage-computing integrated AI chip is still in the research and development stage, has not achieved mass production and sales, and the fundraising project CiNOR storage-computing integrated AI reasoning chip focuses on the following four terminal market application scenarios: face recognition, voice keyword recognition, electrocardiogram detection and power equipment fault voiceprint detection.
The second Montage Technology
The company's first-generation AI chip has completed the tape-out of engineering samples as scheduled by the end of 2022, and a series of testing, verification, and sample delivery will be carried out in the follow-up.
The third Obit
The company and Beijing Aerospace Automatic Control Institute reached a cooperation agreement in improving the production capacity of supporting products, commercial space launch service consulting, and AI chip research and development; Jointly established a joint research and development center for micro-nano satellite innovation technology with the General Department of Aerospace Science, Industry and Space Engineering to study new practical (micro-nano) satellites and their application systems with the characteristics of "new three modernizations" (integration of structure and function, integration of system and subsystem, and mutual penetration of software and hardware). Jointly explore and research innovative applications, innovative technologies and innovative products of micro-nano satellites, and coordinate the expansion and development of the space industry.
The fourth Reed Intelligence
The company cooperated with iFLYTEK to focus on the realization of scenario-based speech recognition, single-product speech semantic recognition, and AI intelligent chip R&D and application on intelligent controller products.
The last one is the most optimistic and has the most potential
Friends in the circle know that Su He has always had a unique vision: Zitian Technology eats 70% of meat, Ruineng Technology eats 45% of meat, Jinqiao Information eats 74% of meat, and Liante Technology eats 150% of meat are all full of pots, which is also the reason why fans and friends have been following, I believe it will come! The reasons for optimism are as follows:
1. It belongs to the industry leader, backed by a big tree, and the company's major shareholder or controlling shareholder or actual controller involves central enterprises.
2. Excellent performance, concentrated technical chips, daily weekly line are in the golden cross. The main funds favored, and the bottom rushed to raise nearly 1 billion.
3. A new round of the main rising market is imminent, or will usher in double growth.
In order not to disturb the rhythm of the main forces, I will not say specifically here. Launch is instantaneous