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gpu芯片龙头股票ichaiyang 2024-05-09 22:24 19
1. Jin Baise: Jin Baise and Foxconn Group jointly invested in the creation of Bai Fu Internet, in which Jin Baise holds 70% and Foxconn holds 30%. Dong Mi Shi Hammer: The company's...

Nvidia raw material supplier?

1. Jin Baise: Jin Baise and Foxconn Group jointly invested in the creation of Bai Fu Internet, in which Jin Baise holds 70% and Foxconn holds 30%. Dong Mi Shi Hammer: The company's products and technologies have been widely used in the field of artificial intelligence, and actively participate in the substitution of artificial intelligence chips. Kimbaise's high-end PCB and PCBA production capacity will be released in 2023. Jin Baize's brand, the Factory, also announced deep cooperation with Nvidia GPU original chip.

2. Hongbo Shares: Beijing AI Innovation and Empowerment Center was initiated by agreement between Hongbo Shares and NVIDIA, and InBEV Digital Technology, a wholly-owned subsidiary of Hongbo Shares, is the only designated operating body.

3. Shenghong Technology: the first supplier of NVIDIA domestic computing power board, has obtained 50% of the global market share of Nvidia graphics cards, in the direction of AI server, Shenghong Technology has nearly 10 computing power board numbers are being certified by Nvidia.

4. Seiko Technology :$Seiko Technology (SZ300709)$Nvidia chip cooling supplier, the company has obtained Intel's certification, the company's cooling solution can cooperate with Intel's chips, into the supplier of Nvidia.

5. Industrial Fulian: Industrial Fulian's cloud computing server shipments continue to maintain the world's first, providing computing power service systems for NVIDIA.

6. Inspur information: At present, the only domestic manufacturer that uses Nvidia GPU to server. Its AI server market share in the Chinese market is as high as 52.4%, ranking first.

7. Hudian Shares: AI server certainty benefits, AI server motherboard share in North America exceeds 80%, and one computing power board number is passing NVIDIA certification.

8. Helin Weina: The company has become an upstream core probe supplier for Nvidia GPU chips, and the probe demand has a linear relationship with GPU production capacity.

9. Shiyun Circuit: The company is currently cooperating with customers through the industrial supply chain, and will actively respond to customer needs in the future, develop AI server, data center and other related businesses, and continue to improve the scale of business. Please pay attention to the company's periodic report for specific progress.

10. Hikvision: Cooperate with Nvidia to develop intelligent video analysis system.

11. Platinum New materials: The company has launched a number of chip inductor series, and has obtained the verification and recognition of a number of world-renowned chip manufacturers, Nvidia chip inductor soft magnetic powder core exclusive supplier.

12. Bojie shares: Binding NVIDIA, GPU, AI server field, photoelectric test and detection leader

13. Advanced Data Pass: The company is the highest level (elite level) partner of NVIDIA, and there are 11 elite levels in the domestic region, which are limited by the principle of confidentiality, and there are undisclosed.

14. Zhongfortis: NVIDIA and Microsoft are the upstream partners of Inbeda.

15. Zhongji Xuchuang :800G first-mover advantage is significant, as an important supplier of Nvidia, Google, etc., will benefit from AIGC to continue to catalyze the demand for 800G optical modules by leading enterprises.

16. Huagong Technology: one of the world's largest optical module manufacturers, with Nvidia, Microsoft, ARISTA, Meta, Intel and other good docking.

17. Buchang Pharmaceutical: Partnering with Nvidia to use artificial intelligence to accelerate drug development.

18. Aoto Electronics: As one of the earliest companies in the industry to launch XR virtual shooting solutions, the company has undertaken the construction of more than 40 XR virtual studios around the world, serving customers including Tencent, Meta, Microsoft, Nvidia, etc., and maintains good cooperative relations with many well-known film and television production companies at home and abroad, which is deeply loved by customers.

19. Changjiang Storage: Cooperated with Nvidia to launch AI chips. Yangtze River storage system benefit target - Wanrun technology.

20. Qiming Stars: Cooperate with Nvidia to develop AI autonomous driving technology.

21. Jingwang Electronics: The company is in the list of qualified suppliers of NVIDIA, and has achieved batch supply to customers, and participated in the development and verification process of products for AI servers.

22. Zte: Partnering with Nvidia to develop 5G networks and cloud gaming.

23. Tianfu Communications: The second phase of the company's optical engine has been started, and Nvidia has accounted for a higher percentage of revenue in 23 years.

24. Hytera: The company cooperates with Nvidia to promote the construction of smart cities

25. Longxun Shares: The company and Nvidia in-depth cooperation, and production of graphics card pcle interface

26. Youzu Network: The company has partnered with Nvidia to launch cloud gaming.

27. One Thousand One Technology: The company's subsidiary Yushi Technology and Nvidia jointly develop servers.

28. Yinyi Shares: The company has partnered with Nvidia to develop artificial intelligence technology.

29. Shunnet Technology: an early important partner of NVIDIA Mainland, the two sides cooperate in the domestic intelligent computing scene.

30. Boe: The company has partnered with Nvidia to develop autonomous driving systems.

31. Ding Yang Technology: Only for NVIDIA electronic test and measurement instruments, used in its semiconductor, artificial intelligence fields.


Asus, Gigabit, MSI, Rainbow, Yingchi, Suotay, Yingzhong, Geng Sheng. Nvidia is a foreign supplier of N-series graphics cards, and has cooperated with eight domestic computer brands, namely Asus, Giorgia, MSI, Rainbow, Yingchi, Sotai, Yingzhong, and Geng Sheng, all of its products are using NVIDIA graphics cards.