Jinwu Finance | Chip stocks continue the active trend from last week. As of the time of writing, Semiconductor Manufacturing International Corporation (00981) is up 4.57%, HUA HONG SEMI (01347) is up 2.91%, and SHANGHAI FUDAN (01385) is up 1.53%.
In the news, Xiaomi Group previously announced that it is in the process of building its own GPU cluster, which will involve significant investment in large AI models. Xiaomi has already achieved initial results with a large model on the mobile side (1.3 billion parameter level), with some scenarios achieving effects close to a cloud-end model with 6 billion parameters. This achievement lays a solid foundation for the widespread application of future AI technologies, and Xiaomi's pace of development in the AI field is accelerating.
A research report from Guosen points out that CSP manufacturers have strong demand for customized AI ASIC chips, with the proportion of ASICs in the overall Datacenter acceleration chips expected to reach 25% in the future. Domestic CSP manufacturers, unable to obtain advanced computing power chips from NVIDIA, are further accelerating their layout of customized ASIC chips. Therefore, companies with strong chip customization service capabilities in China, as well as the domestic Semiconductor supply chain, are expected to benefit from this.
