Domestic core heat, Ali, SMIC, and Lenovo do you optimistic?

After 2015, in the general trend of domestic replacement, investors ignited the enthusiasm for chips, and the vigorous Internet "core" campaign injected funds and vitality into the chip ’s localization to a certain extent.

In foreign countries, "core giants" such as Intel, Qualcomm, and AMD have begun to invest in expanding production; domestic is also breaking through the ideological habit of "making it better to buy" and slowly becoming a domestic star -type chip company from independent core OR.

For example, SMIC has deployed factories in five places in Beijing and Shanghai, with an investment of 76 billion yuan. At the same time, it announced that it will continue to invest in the production of mature processes such as 40nm. The "Ruili Integration" of more than tens of billions of dollars in the integrated circuit, the supply of storage chip products created by it is in short supply.

In September 2019, Pingtou released the first data center chip with 800 light; in October 2021, the first ARM server chip under Pingtou Yitian Yitian 710, ultra -high -frequency RFID electronic tag chip Yuxue 600 announced the introduction. In just three years, Pingtou has completed the advancement from the processor IP to the general server chip. The Duanyun integrated full stack product series has been initially formed. Under the blessing of "Basic Unit Processor IP"+"Sword -free SOC platform"+"Light 800AI chip", Ali basically achieved full coverage of chip design links.

Tencent released three products: "Zixiao", video transcoding chip "Canghai", and smart network card chip "Xuan Ling". He has also invested in domestic DRAM manufacturers Changxin Storage, DPU unicorn cloud leopard intelligence, chip rookie Guangzhou semiconductor, etc., and also collects high salaries to fabricate core talents.

The big factory built the core, Tencent, Ali, bytes, fast hands, Baidu, Meituan, Xiaomi went to the horse, and such an old company-Lenovo.

In mid -September, the media reported that Lenovo Group successfully "cores". This chip with a 5nm process has been returned and has been successfully lit. It is expected that it is expected to introduce mass production by the end of this year. At present, the first one has returned to the film, there will be second and third ... countless.

It is said that this chip team has exceeded 300 and has been developed for 2 years. In addition to the development of ARM architecture processors, Lenovo also has a layout in the current domestic hot RISC-V architecture chip development. With the recent news, Lenovo's earlier "chip road" surfaced.

In addition to Lenovo Group's self -developed chip, Lenovo Group's parent company Lenovo Holdings has also opened up the layout in the semiconductor field of the chip through its fund investment company. Among them, the chip industry chain invested by Lenovo Star Investment includes Aixin Yuanzhi, Turing quantum, Siche Technology, Lingming Photon, Yuguang Technology, Bosheng Radio and Television, etc.; Yiswei, Fuhanwei, Aipaik, Shanghai Huahong, Xinmai, Weidao, Baidu Kunlun, Hefei Changxin, Gray Fei, etc. These are important forces of domestic core forces.

After experiencing the crisis of the stuck neck, the chip has always been the pain in the hearts of Chinese people. If you don't want to look at the faces of foreigners, you need to contribute their own strength in various technology companies to play their role in the chip industry chain. Large domestic enterprises urgently need to combine their own strategic positioning with the National Games and people's livelihood to "make blood" for themselves, and occupy a place in the second half of the world science and technology struggle.

This chip is hot, do you think can domestic manufacturers keep up with the footsteps?

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