模塊DO232 創(chuàng)始團(tuán)隊(duì)方面，公司核心成員主要來自NVIDIA、Microsoft、Intel、AMD、ARM等，公司創(chuàng)始人行業(yè)深耕超過15年，曾帶領(lǐng)世界芯片企業(yè)成功開拓中國(guó)GPU生態(tài)，其他主要成員也擁有多顆GPU芯片多代工藝大規(guī)模量產(chǎn)經(jīng)驗(yàn)。
從2020年下半年開始，芯片界卷起了一股GPU投資熱潮：
2020年6月，GPU芯片設(shè)計(jì)公司「壁仞科技」宣布完成總額11億元的A輪融資，由啟明創(chuàng)投、IDG資本、華登國(guó)際中國(guó)領(lǐng)投，格力創(chuàng)投等參與投資。
11月，「沐曦集成電路」宣布完成近億元天使輪融資，由和利資本領(lǐng)投并協(xié)助發(fā)起設(shè)立。此時(shí)距公司2020年9月的成立時(shí)間也僅過去了百天。
兩周前的2月11日，「登臨科技」也宣布完成了由元禾璞華、元生資本聯(lián)合領(lǐng)投的A+輪融資，包括北極光在內(nèi)的老股東持續(xù)跟進(jìn)。
除了投融資動(dòng)向外，GPU初創(chuàng)們也在近日紛紛拿出了產(chǎn)品落地的新進(jìn)展，如「登臨科技」宣布其GPU+人工智能處理器產(chǎn)品已成功回片通過測(cè)試，開始客戶送樣；「天數(shù)智芯」1月宣布其7nmGPGPU計(jì)算芯片BI已于11月回片、12月成功“點(diǎn)亮”；礦機(jī)企業(yè)「芯動(dòng)科技」也于去年8月宣布即將發(fā)布兩款GPU圖形處理器新品。
這是繼2016-2017年的AI芯片大混戰(zhàn)之后，業(yè)內(nèi)再度掀起的一股芯片投資熱。但與上一輪AI芯片熱潮不同，這些企業(yè)大多瞄準(zhǔn)由英偉達(dá)統(tǒng)治的GP-GPU（通用GPU）計(jì)算市場(chǎng)，不僅針對(duì)人工智能、云計(jì)算等領(lǐng)域，還切入了圖形圖像渲染市場(chǎng)，力求改變國(guó)產(chǎn)GPU市場(chǎng)長(zhǎng)期受制于人的局面。
GPU這一細(xì)分領(lǐng)域的芯片設(shè)計(jì)難度大、專利壁壘高，領(lǐng)軍企業(yè)英偉達(dá)（NVIDIA）在國(guó)內(nèi)的市場(chǎng)占有率從2008年的不到50%一路上漲到2020年的80%以上，擁有完整的技術(shù)生態(tài)、工具鏈、營(yíng)銷支持以及客戶支持。
從產(chǎn)品定義到設(shè)計(jì)、流片，芯片的制造周期普遍在18-24個(gè)月左右。目前，這些企業(yè)大多處在成立初期，產(chǎn)品大規(guī)模落地的并不多。GPU芯片技術(shù)生態(tài)較為成熟，市場(chǎng)門檻高，對(duì)于初創(chuàng)企業(yè)來說將會(huì)是不小的挑戰(zhàn)。
然而，隨著國(guó)際貿(mào)易摩擦進(jìn)一步加劇，芯片半導(dǎo)體領(lǐng)域“卡脖子”現(xiàn)狀越來越受到產(chǎn)業(yè)關(guān)注，在國(guó)產(chǎn)替代和新基建的雙重力量推動(dòng)下，國(guó)產(chǎn)GPU市場(chǎng)熱起來了。在可預(yù)見的將來，這一熱潮還會(huì)持續(xù)發(fā)酵，吸引更多的玩家入場(chǎng)。
模塊DO232
GE AKR-6D-50 1600 A Amp Air Breaker NO TRIP 635V
Bently Nevada 3300/35 6 Ch Temperature Monitor 330035
Cutler Hammer Eaton Breaker LDC3600F LT3600T 600 Amp A
Cutler Hammer Eaton Breaker LDC3600 LT3600T 600 Amp A
FSI FSP-1000-CS filter bag vessel Carbon Steel CS 5"
ITE Circuit Breaker CP3 B160 Type ET 1600 Amp Trip
Square D I Line ME ME36400LIG ME36400 400 Amp Frame
GE AKR-7D-30S 800 A Amp Air Breaker RMS-9 TS20LIT1 LI
Reliance Electric Motor 100 HP 1785 RPM Efficient 445U
GE Power Break Switch TCYY7625E1C 2500 Amp 2500A A
Square D I-Line NX NX361200 1200 Amp 1200A A LSI
Cutler Hammer Westinghouse 600 Amp A HLD3600T107W
Reliance Electric S-D4007-E Network Module SD4007E PLC
ABB Circuit Breaker S6H S6H800EW 800 Amp 800A A
Square D Schneider Masterpact NW12L 1200 A CRADLE NIB
GE Fanuc IC600RM716 Data Prom IC600RM716 Rev M & L
Westinghouse DSL-206 DSL206 800 Amp Digitrip RMS 700 LS
Square D MINI-flex Medium Voltage Controller 400HP 200A
Cutler Hammer Westinghouse 600 Amp A HLD3600T107W
Square D Altivar 66 ATV66D46N4U AC VS Drive 40HP 30kW
Square D I Line II AL Busway AF2516GBBCM PAF20 1600A 4W
Sew Eurodrive KA87TDT100 5 HP Ratio:63.00 Gear Reducer
Siemens Transformer 300kVA 480 / 208Y / 120 300 kVA Y
Beck Actuator 11-309-117920-03-01 120 V 400 lb Torque
Beck Actuator 11-307-120818-01 120 V 400 lb Torque 0706
Square D Econoflex Altivar Motor Controller 8839 40 HP
GE High Pressure Contact Switch THPC 3640BET2 4000 Amp
Beck Actuator 11-307-078354-01 120 V 400 lb Torque
GE AKR-7D-30S 800 A Amp Air Breaker RMS-9 MVT TS20LI LI
Mitsubishi A3ACPUR21 Melsec A3ACPU CPU Network Module
Graham 2001H65 2001 Series VF Drive 50HP 65A 460V AC
Square D NCL361200 NCL 1200 Amp A 1200A 600vac
Hudson Machinery Material Sample Cutter 220V 3P ATMS108
MGM Transformer 300 kVA 300kVA 480/208Y/120 V 208 Dry Y
Fanuc VE-0365-500 Insight Sync Selector Board VE0365500
Square D Transformer 225kVA 480/480 225 kVA 3 PH Delta
Saftronics GP10 Vector AC Drive GP10E1ST34030B1 30 HP
ITE Gould Imperial 5600 5640 Sz 5 Fused MCC Bucket 270A
CH Westinghouse HLDB HLDB3600FT33W 600 Amp 600A A
Siemens Breaker LMX3X800 800Amp 800A 800 Amp A LMG MG
Westinghouse Breaker KAM AB De-Ion 225 Amp A 225A
Russelectric 600 Amp RMT-6004CE Transfer Switch 277/480
Allen Bradley 150-A180NBD 150HP SMC Plus Soft Start NIB
SBC CHB35/70 Digital Drive S.B.C. 380VAC 23kW 23 kW
Federal Pacific 145 kVA 460/460Y/266 3 ph 145kVA 460 Y
Foxboro I/A Series P0930DH 20.1" LCD Monitor PO930DH
Fanuc A16B-3200-0150/12C RISC-B Processor Board
Hammond Transformer 275 kVA 460/460Y/265 V 275kVA 3PH Y
Zenith 600 Amp ZTSD2L60FC-7 Transfer Switch 277 / 480 V
Bently Nevada 3300/36 Dual Temperature Monitor 330036
GE Transformer 145 kVA 460/230Y/132 V 3 Ph 145kVA 230 Y
Reliance Electric WR-D4001 Power Supply WRD4001 PS PLC
Reliance Electric S-D4006-D DIO Module Input SD4006D
Reliance Electric S-D4008-A AIO Module Input SD4008A
Fanuc A06B-0162-B175 AC Servo Motor M6/3000 1.4 kW NEW
GE Magne-Blast AM 4.16 AM-4.16-75-1 1200 A Amp 4160 V
Pringle Bolted Pressure Switch QA-1633-CBC 1600A 480V
Square D Mod Model 4 8536SGO1 Sz Size 5 MCC Bucket MCCB
IC200CBL230 IC200CBL500 IC200CBL501 IC200CBL505 IC200CBL510 IC200CBL520 IC200CBL525 IC200CBL545 IC200CBL550 IC200CBL555 IC200CBL600 IC200CBL601 IC200CBL602 IC200CBL605 IC200CBL615 IC200CBL635 IC200CBL655 IC200CHS001 IC200CHS002 IC200CHS003 IC200CHS005 IC200CHS006 IC200CHS011 IC200CHS012 IC200CHS014 IC200CHS015 IC200CHS022 IC200CHS025 IC200CHS101 IC200CHS102 IC200CHS111 IC200CHS112 IC200CHS121 IC200CHS122 IC200CMM020 IC200CPU001 IC200CPU001LT IC200CPU002 IC200CPU005 IC200CPUE05 IC200DBI001 IC200DEM001 IC200DEM064 IC200DTX200 IC200DTX400 IC200DTX450 IC200DTX650 IC200DTX850 IC200EBI001 IC200ERM001 IC200ERM002 IC200ETM001 IC200GBI001 IC200KIT001 IC200MDD840 IC200MDD840LT IC200MDD841 IC200MDD842 IC200MDD842LT IC200MDD843 IC200MDD843LT IC200MDD844 IC200MDD844LT IC200MDD845 IC200MDD845LT IC200MDD846 IC200MDD846LT IC200MDD847 IC200MDD847LT IC200MDD848 IC200MDD848LT IC200MDD849 IC200MDD850 IC200MDD851 IC200MDL140 IC200MDL140LT IC200MDL141 IC200MDL141LT IC200MDL143 IC200MDL144 IC200MDL240 IC200MDL240LT IC200MDL241 IC200MDL241LT IC200MDL243 IC200MDL244 IC200MDL244CA IC200MDL329 IC200MDL329LT IC200MDL330 IC200MDL330LT IC200MDL331 IC200MDL331LT IC200MDL631 IC200MDL632 IC200MDL635 IC200MDL636 IC200MDL640 IC200MDL640LT IC200MDL643 IC200MDL643LT IC200MDL644 IC200MDL644LT IC200MDL650 IC200MDL650LT IC200MDL730 IC200MDL740 IC200MDL740LT IC200MDL741 IC200MDL741LT IC200MDL742 IC200MDL742LT IC200MDL743 IC200MDL743LT IC200MDL744 IC200MDL744LT IC200MDL750 IC200MDL750LT IC200MDL930 IC200MDL930LT IC200MDL940 IC200MDL940LT IC200NAL110 IC200NAL211 IC200NAL211-24 IC200NDD010 IC200NDD101 IC200NDR001 IC200NDR001-24 IC200NDR010 IC200PBI001 IC200PKG001 IC200PKG010 IC200PKG101 IC200PKG102 IC200PKG103 IC200PKG104 IC200PWB001 IC200PWB001LT IC200PWR001 IC200PWR001LT IC200PWR002 IC200PWR002LT IC200PWR101 IC200PWR101LT IC200PWR102 IC200PWR102LT IC200PWR201 IC200PWR201LT IC200PWR202 IC200PWR202LT IC200SET001 IC200TBM001 IC200TBM002 IC200TBM005 IC200TBX010 IC200TBX014 IC200TBX023 IC200TBX028 IC200TBX064
Westinghouse IBP Busway Switch 1000 A Amp Bus Plug IBP
Square D I-Line Breaker MGA36800 MG 800 A 800A Amp
Allen Bradley AB 1336S-BX040-AX-EN-L6 40 HP AC VS Drive
Siemens 1FT6105-8AC71-3AA1 3000 RPM Servo Motor NEW
Telemecanique Altivar 5 125 HP 90KW ATV45D90N VS Drive
Fanuc Ltd A05B-2308-C307 IS Teach Pendant I.S.
General Electric Severe Duty Motor 150 HP 1780 RPM 445T
SBC CHB25/50 Digital Drive S.B.C. 380VAC 16kW 16 kW
Square D 92346 Double Throw Safety Switch 600 Amp 600V
Fanuc A16B-3200-0412 CPU Main (Slot 1) /03A/04A
Sylvania Transformer 175 kVA 460/230Y/133 175kVA 230 Y
GE General Electric 600 Amp 600A A THJS3606GA3
Sew Eurodrive KH77DT90 1.5 HP Ratio:113.56 Gear Reducer
Sew Eurodrive K76DT8 1 HP Ratio:118.45 Gear Reducer NEW
Sew Eurodrive KH77DT 1 HP Ratio:113.56 Gear Reducer NEW
Mitsubishi Melsec A3UCPU CPU Module 30K Plus Steps NIB
Square D Omegapak Adjustable Freq Controller 8804 50 HP
Modicon AEG NW-BM85-000 Modbus + Bridge Multiplexer NIB
TCI 100 HP Harmonic Guard 3H030A6L5A100 30 kVAR Filter
Texas Instruments 500-5052 Resistance Temp Detector TI
Westinghouse DB25ST DB25 ST 600 Amp Digitrip RMS/R CLS
Allen Bradley AB 1336F-BX040-AE-EN-L6 40 HP VS Drive
Texas Instruments 500-5052 Resistance Temp Detector TI
Westinghouse DSL-206 DSL206 800 Amp A Power Air Breaker
Marathon Electric Motor 150 HP 1185 RPM 575V 445T DP
Acme Transformer 167 kVA 240 x 480 120/240 V 1PH 167kVA
Square D Transformer 167kVA 240 x 480 120/240 V 167 kVA
Reliance Electric 50V4151 50HP GV3000 AC Drive 50 HP
Westinghouse Seltronic HMC3800F 800 Amp A 800A
Allen Bradley 2711-T9C8 PanelView 900 AB 2711T9C8
Siemens RL-1600 RL 1600 1200A Static Trip III RMS LSG
Siemens ITE Sentron Breaker NXD63B120 1200A 1200 Amp A
Square D I-Line NA361000 NA-361000 NA 1000 Amp 1000A A
Westinghouse Circuit Breaker HLB3400F HLB 350 Amp 350A
Square D I-Line LX36600 MicroLogic 600 Amp 600A A
Fanuc A06B-0148-B675 AC Servo Motor A22/3000 4.4 kW NEW
Eaton Dynamatic AF-510107-0480 VS Drive 100 HP 100HP
Square D Mod Model 4 Sz Size 5 MCC Bucket 8536SGO1V06
Square D Transformer 225 kVA 480/208Y/120 3 PH 208 Y 3R
CH Westinghouse HND 800 Amp 800A A HND3800T32W 8NES800T
Cutler Hammer Westinghouse HLD3400 400 Amp HLD3400T107W
With Digitrip Optim 1050 Prog. trip unit and Top Lugs
Modicon 140-CPU-434-12 486 Controller 140CPU43412
Fanuc A16B-2201-0791/03B Vision CPU PCB A16B22010791
Modicon Gould AS-C484-266 484 Controller Programmable
Furnas 40KB32A* Size Sz 5 270A Contactor Motor Starter
模塊DO232
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