$SENSETIME-W(00020.HK)In 2024, SenseTime will spin off its chip business into two main entities: Xi Wang (large model inference chips) and Ying Wei Innovation (edge AI chips).
The Xi Wang S2 chip (7nm GPGPU) has entered mass production, with performance comparable to NVIDIA's A100. The Xi Wang S3, expected to launch in 2026, is projected to reduce inference costs by 90%, laying the foundation for commercial scaling.
Customer validation and ecosystem partnerships have commenced.
The Xi Wang chip primarily targets smart computing centers and the large model inference market, with customers including banks, insurance companies, and internet giants.
Summary: SenseTime's AI chip commercialization is still in the transition phase from "technology validation to large-scale deployment." In the short term, the chips serve more as "infrastructure" supporting its large model business rather than an independent profit driver. In the medium to long term, as Xi Wang and Ying Wei Innovation operate independently, the chips are expected to shift from "internal use" to "external sales," becoming a new growth driver.
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