10/03/2024, 10:39 AM UTC
百亿芯片独角兽排队IPO，谁焦虑了？Billion-Dollar Chip Unicorn Lines Up for IPO, Who's Anxious?
➀ 上海燧原科技股份有限公司（燧原科技）已完成上市辅导备案登记，正准备IPO。燧原科技是AI芯片领域的超级独角兽，由清华大学无线电85系毕业生赵立东创立。公司已完成近70亿元融资，腾讯是主要投资者之一。根据胡润研究院发布的数据，燧原科技估值160亿元，排名第482位。➁ 燧原科技专注于AI训练芯片领域，该领域难度高、门槛高。公司已开发了一系列AI训练和推理芯片，为互联网公司、云服务提供商、运营商和科研机构提供底层算力。➂ 国内AI芯片市场面临迁移成本高、技术支持困难等挑战。燧原科技需要考虑如何商业化其算力中心。文章讨论了燧原科技以及其他国内AI芯片公司在准备IPO过程中面临的挑战和机遇。➀ Shanghai Siyuang Technology Co., Ltd. (Siyuang Technology) has completed the listing guidance registration with Shanghai Securities Regulatory Bureau and is preparing for an IPO. Siyuang Technology is a super unicorn in the AI chip field, founded by Zhao Lidong, a graduate of Tsinghua University's Radio and Telecommunication Engineering Department 85th class. The company has raised nearly 7 billion yuan in financing, with Tencent being one of the largest investors. According to Hurun Research Institute, Siyuang Technology is valued at 16 billion yuan, ranking 482nd in the Global Unicorn List. ➁ Siyuang Technology has chosen to focus on AI training chips, a field with high difficulty and high barriers. The company has developed a series of AI training and inference chips, providing underlying computing power for Internet companies, cloud service providers, operators, and research institutions. ➃ The domestic AI chip market is facing challenges such as high cost of migration and technical support. Siyuang Technology needs to consider how to commercialize its computing centers. The article discusses the challenges and opportunities for Siyuang Technology and other domestic AI chip companies as they prepare for the IPO.
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