<p>中国超级计算机制造商中科曙光与芯片设计公司海光信息技术已取消了计划中的大型合并，这一决定出乎意料，可能会使该国在半导体和高性能计算领域的技术自给自足努力变得复杂。\n 这两家在上海上市的公司在周二晚间表示，由于 “市场环境自最初规划阶段以来发生了显著变化”，因此取消了合并谈判。他们补充说，“实施这一重大资产重组的条件尚不成熟”。\n 在周三与投资者的在线简报会上，中科曙光和海光表示，所提到的市场变化是指过去几个月两家公司股价的波动。\n 他们表示，影响各自股票的因素包括 “国内外环境的变化、内地股市的整体趋势、人工智能行业的受欢迎程度变化以及市场预期”。\n“通过不合并，海光可以作为独立的芯片供应商运营，为整个国内服务器行业提供核心计算芯片，” 中科曙光的总经理李军表示。中科曙光在北京注册，上市名称为曙光信息产业股份有限公司。\n“另一方面，中科曙光可以作为服务器制造商与其他芯片公司合作，” 他补充道。\n 这次未能达成的合并打击了业界对中科曙光和海光将创建一个涵盖先进处理器和高性能服务器的主要国内生态系统的期望。\n 根据 6 月的企业公告，提议的合并于 5 月底宣布，预计总交易价值为 1160 亿元人民币（约合 164 亿美元）。\n 在中国对与人工智能相关的股票的广泛投资者信心中，自交易宣布以来，中科曙光的股价已上涨超过 45%，而海光的股票在同一时期上涨了 60%。\n 周三，因投资者对取消合并的反应，中科曙光的股价在上海暴跌了每日限制的 10%。海光的股票下滑了 0.4%。\n 与此同时，这两家公司试图向投资者保证它们的关系依然稳固。中科曙光已经是海光的最大股东。他们承诺保持紧密的供应链合作。\n 海光成立于 2014 年，设计中央处理单元和所谓的深度计算单元——专为人工智能和深度学习应用设计的加速卡。\n 该公司被视为中国推动半导体自给自足的重要参与者，因为一些分析师认为其产品可以作为 Nvidia 人工智能芯片的替代品。在获得华盛顿的批准后，Nvidia 预计将开始向中国发运其 H200 芯片。\n 中科曙光得到了中国科学院的支持，是中国领先的超级计算机制造商，负责将中国推向全球高性能计算系统的领先供应商行列，具体信息可见其网站。\n 美国政府于 2019 年将中科曙光及其三家附属公司列入实体清单。被列入黑名单限制了该公司从包括英特尔、Nvidia 和超微在内的美国供应商处获取先进芯片的能力。\n</p>

中科曙光

<p>中国超级计算机制造商中科曙光与芯片设计公司海光已因市场重大变化取消了计划中的合并。该合并估值为 1160 亿元，原本预计将为先进处理器和高性能服务器创造一个重要的国内生态系统。两家公司指出，股价波动以及国内外环境的变化是取消合并的原因。尽管合并未能成行，中科曙光与海光将继续保持紧密的供应链合作</p>

<p>Chinese supercomputer maker Sugon and chip designer Hygon Information Technology have called off a planned mega-merger that had been under discussion for months, in a surprise move that could complicate the country’s tech self-sufficiency efforts in the semiconductor and high-performance computing sectors.\nThe two Shanghai-listed companies late on Tuesday said they cancelled merger talks because “the market environment has changed significantly since the initial planning stages of this transaction”. They added that “the conditions for implementing this major asset restructuring are not yet mature”.\nDuring an online briefing with investors on Wednesday, Sugon and Hygon said the market changes referred to fluctuations in both companies’ share prices over the past few months.\nThey said the factors which affected their respective stocks included “changes in the domestic and international environment, the overall trend of the mainland share market, changes in the artificial intelligence industry’s popularity and market expectations”.\n“By not merging, Hygon can operate as an independent chip supplier, providing core computing chips to the entire domestic server industry,” said Li Jun, general manager at Beijing-based Sugon, which is listed as Dawning Information Industry Co.\n“Sugon, on the other hand, can collaborate with other chip companies as a server manufacturer,” he added.\n\nThe aborted merger has dashed industry expectations that Sugon and Hygon would create a major domestic ecosystem covering advanced processors and high-performance servers.\nThe proposed merger, which was announced in late May, was expected to have a total transaction value of 116 billion yuan (US$16.4 billion), according to corporate announcements in June.\nAmid broad investor confidence in AI-related stocks in China, Sugon’s shares had gained more than 45 per cent since the deal was announced, while Hygon’s stock surged 60 per cent during the same period.\nSugon’s shares plunged by the daily limit of 10 per cent in Shanghai on Wednesday amid investors’ reaction to the abandoned merger. Hygon’s stock slid 0.4 per cent.\nThe companies, meanwhile, sought to reassure investors that their ties remain intact. Sugon was already Hygon’s largest shareholder. They promised to maintain tight supply chain cooperation.\nFounded in 2014, Hygon designs central processing units and so-called deep computing units – accelerator cards specifically designed for AI and deep learning applications.\nThe company is seen as an important player in the country’s push for semiconductor self-sufficiency, as some analysts have suggested its products could serve as an alternative to Nvidia’s AI chips. After getting the go-ahead from Washington, Nvidia is expected to start shipping its H200 chips to China.\nBacked by the Chinese Academy of Sciences, Sugon is China’s leading maker of supercomputers and was responsible for vaulting the country into the ranks of the world’s leading suppliers of high-performance computing systems, according to its website.\nThe US government added Sugon to its Entity List in 2019, along with the firm’s three affiliates. Being blacklisted restricted the firm’s access to advanced chips from US suppliers including Intel, Nvidia and Advanced Micro Devices.\n</p>
<div class="lb-trans"><p>中国超级计算机制造商中科曙光与芯片设计公司海光信息技术已取消了计划中的大型合并，这一决定出乎意料，可能会使该国在半导体和高性能计算领域的技术自给自足努力变得复杂。\n 这两家在上海上市的公司在周二晚间表示，由于 “市场环境自最初规划阶段以来发生了显著变化”，因此取消了合并谈判。他们补充说，“实施这一重大资产重组的条件尚不成熟”。\n 在周三与投资者的在线简报会上，中科曙光和海光表示，所提到的市场变化是指过去几个月两家公司股价的波动。\n 他们表示，影响各自股票的因素包括 “国内外环境的变化、内地股市的整体趋势、人工智能行业的受欢迎程度变化以及市场预期”。\n“通过不合并，海光可以作为独立的芯片供应商运营，为整个国内服务器行业提供核心计算芯片，” 中科曙光的总经理李军表示。中科曙光在北京注册，上市名称为曙光信息产业股份有限公司。\n“另一方面，中科曙光可以作为服务器制造商与其他芯片公司合作，” 他补充道。\n 这次未能达成的合并打击了业界对中科曙光和海光将创建一个涵盖先进处理器和高性能服务器的主要国内生态系统的期望。\n 根据 6 月的企业公告，提议的合并于 5 月底宣布，预计总交易价值为 1160 亿元人民币（约合 164 亿美元）。\n 在中国对与人工智能相关的股票的广泛投资者信心中，自交易宣布以来，中科曙光的股价已上涨超过 45%，而海光的股票在同一时期上涨了 60%。\n 周三，因投资者对取消合并的反应，中科曙光的股价在上海暴跌了每日限制的 10%。海光的股票下滑了 0.4%。\n 与此同时，这两家公司试图向投资者保证它们的关系依然稳固。中科曙光已经是海光的最大股东。他们承诺保持紧密的供应链合作。\n 海光成立于 2014 年，设计中央处理单元和所谓的深度计算单元——专为人工智能和深度学习应用设计的加速卡。\n 该公司被视为中国推动半导体自给自足的重要参与者，因为一些分析师认为其产品可以作为 Nvidia 人工智能芯片的替代品。在获得华盛顿的批准后，Nvidia 预计将开始向中国发运其 H200 芯片。\n 中科曙光得到了中国科学院的支持，是中国领先的超级计算机制造商，负责将中国推向全球高性能计算系统的领先供应商行列，具体信息可见其网站。\n 美国政府于 2019 年将中科曙光及其三家附属公司列入实体清单。被列入黑名单限制了该公司从包括英特尔、Nvidia 和超微在内的美国供应商处获取先进芯片的能力。\n</p>
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中国超级计算机制造商中科曙光和芯片开发商海光取消了合并计划