As the core productivity of digital economy, computing power has become a new focus of global strategic competition. Recently, the state has comprehensively launched the East West calculation project, which has become another national super project after the "South-to-North Water Transfer", "west to East power transmission" and "west to East Gas Transmission". It is regarded as a key project under the framework of digital economy and a part of the new infrastructure.
The agency believes that under the promotion of "counting from the east to the west", the relevant chips of the data center are the first to benefit, and the data center can be divided into three elements: "computing", "storage" and "network". The demand for data processing in the downstream application industry is growing rapidly, which directly stimulates the development of CPU, GPU, FPGA, XPU and other related computing chips. In addition, as the carrier of data, the number and performance requirements of memory chips have increased significantly.
According to the theme database of financial Associated Press, among the relevant listed companies:
Changsha Jingjia Microelectronics Co.Ltd(300474) is a GPU chip design company with scarce a shares. The new generation jm7200 chip has completed the adaptation work with major CPU and operating system manufacturers in China, such as godson, Feiteng and Kirin software.
the main business of Guoxin technology is the research and development and industrial application of domestic independent and controllable embedded CPU technology. The company has successfully realized more than 40 CPU cores in 8 series based on "m * core instruction set", "PowerPC instruction set" and "risc-v instruction set", and has realized hundreds of millions of applications.
