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Multi-dimensional breakthroughs! The domestic substitution of "AI chips" is underway
Previously, major domestic Internet companies have successively launched the "Hanguang" series of AI chips, the "Yitian" series of general-purpose server cpus, as well as the enterprise-level SSD controller chip Zhenyue 510, etc. In the aforementioned report, CCTV introduced the signed or proposed signed situations of several domestic AI chip brands. Among them, a total of 1,747 devices and 22,832 computing power cards have been signed for the project, with a total computing power of 3,479P.
Release time:
2025-09-23
The breakthrough of domestic AI chips is reflected in two aspects:
First, domestic manufacturers are actively developing their own chips.
Previously, major domestic Internet companies have successively launched the "Hanguang" series of AI chips, the "Yitian" series of general-purpose server cpus, as well as the enterprise-level SSD controller chip Zhenyue 510, etc. In the aforementioned report, CCTV introduced the signed or proposed signed situations of several domestic AI chip brands. Among them, a total of 1,747 devices and 22,832 computing power cards have been signed for the project, with a total computing power of 3,479P. (Reference: Science and Technology Innovation Board Daily, September 17, 2022)
The second is the coordinated evolution of large models and computing power.
On the one hand, for instance, the recently released DeepSeek-V3.1 large model, which adopts the UE8M0 FP8 Scale parameter accuracy, is designed specifically for the upcoming next-generation domestic chips. On the other hand, at present, the mainstream GPU enterprises in China have provided alternative solutions for customers such as the Internet and operators, and have stated that they have all completed the adaptation to DeepSeek.
(Reference: "DeepSeek: UE8M0 FP8 is Designed for the Upcoming Next-Generation Domestic Chip" in the Science and Technology Innovation Board Daily, August 21, 2022; China Merchants Securities (16.830, -0.34, -1.98%) "Tracking Report on Domestic Computing Power Chip Chain: DS Reignites Enthusiasm for Independent Control, Pay Attention to the Domestic AI Computing Power Chip Industry Chain", August 24, 2025
According to institutional analysis, the market size of AI computing power chips in China is nearly 50 billion US dollars. Since the first quarter of 2025, the actual sales of chips supplied by international leading companies to Walt have almost come to a standstill, and core customers such as domestic Internet companies have an urgent demand for domestic chips. In the future, with the coordinated development of large models and domestic computing power products, the proportion of domestic computing power chips is expected to continue to increase, and the related industrial chain system is expected to benefit from it.
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