Summary
[Under the background of East and West computing, computing power becomes the core competitiveness of the three chip tracks to benefit first]Computing power, as the core productivity of the digital economy, has become the new focus of global strategic competition. Recently, the country has fully launched the East-to-West Project, which has become another major national-level super project following the “South-to-North Water Diversion”, “West-East Electricity Transmission” and “West-East Gas Transmission”. It is regarded as a key project under the framework of the digital economy and is part of the new infrastructure.
As the core productivity of the digital economy, computing power has become the key to global strategic competition.new focus. Recently, the country has fully launched the East-to-West Project, which has become another major national-level super project following the “South-to-North Water Diversion”, “West-East Electricity Transmission” and “West-East Gas Transmission”. It is regarded as a key project under the framework of the digital economy and is part of the new infrastructure.
The agency believes that under the promotion of “East Numbers and West Calculations”, data center-related chips are the first to benefit, and data centers can be divided into three major elements: “computing”, “storage” and “network”. The rapidly growing demand for data processing in the downstream application industry directly stimulates the development of related computing power chips such as CPU, GPU, FPGA, and XPU. In addition, as a carrier of data, the number and performance requirements of memory chips have risen sharply.
According to the theme database of the Financial Associated Press, among the relevant listed companies:
Jing JiaweiIt is a GPU chip design company with scarce A shares. The new generation of JM7200 chip has completed the adaptation work with major domestic CPU and operating system manufacturers such as Loongson, Feiteng, and Kirin Software.
National Core TechnologyThe main business is the research and development and industrial application of domestic independent controllable embedded CPU technology. The company has successfully implemented more than 40 series of 8 series based on “M*Core instruction set”, “PowerPC instruction set” and “RISC-V instruction set”. This CPU core has achieved a total of hundreds of millions of applications.
(Article source: Financial Associated Press)