<blockquote>
<ul>
<li>理想汽车 CEO 表示，公司自研芯片并非追随潮流，而是为了解决当前供应商技术无法克服的问题。</li>
<li>全新旗舰 SUV 理想 L9 Livis 将率先搭载两颗 M100 芯片，并计划于 5 月 15 日正式上市。</li>
</ul>
</blockquote><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051210093227.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051210093227.jpg"/></p><p>（理想汽车自研的 “马赫” M100 芯片。图片来源：理想汽车）</p><p>在此前多次提及智能驾驶芯片后，理想汽车（NASDAQ: LI）正式发布了其自研的 “马赫” M100 芯片。</p><p>这家中国电动汽车（EV）制造商周二在微博上公布了 M100 芯片的一些规格参数，全新旗舰 SUV 理想 L9 Livis 将率先搭载这款新产品。</p><p>据该公司称，M100 芯片采用 5 纳米车规级工艺制造，单芯片算力高达 1,280 TOPS，居全球之首。</p><p>加入我们的 Telegram 或 Google News</p><p>理想汽车声称，其 VLA 2.1 大模型是与新款 M100 产品同步开发的，端到端处理延迟降低了 40%，速度是人类反应速度的两倍。</p><p>理想汽车创始人、董事长兼 CEO 李想今日表示，理想汽车自研芯片并非只是追随潮流，而是旨在解决当前供应商技术无法克服的瓶颈。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051210093949.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051210093949.jpg"/></p><p>李想表示，人工智能（AI）时代需求的巨大转变将推动芯片架构的根本性变革，而 M100 采用的动态数据流架构突破了传统的效率瓶颈。</p><p>李想将公司的战略比作苹果的全栈独立设计，并表示理想汽车正在同步开发芯片、操作系统、大模型和硬件。</p><p>他表示，这种软硬件协同设计模式旨在为用户提供卓越的具身智能体验，从而真正将 AI 技术引入复杂的物理世界。</p><p>即将推出的理想 L9 Livis 搭载两颗 M100 芯片，总算力达到 2,560 TOPS。</p><p>该车型已于 4 月 24 日开启预售，预售价为 55.98 万元（约合 82,384.09 美元）。</p><p>这款旗舰车型还配备了线控底盘，计划于 5 月 15 日正式上市并同步启动交付。</p><p>此举使理想汽车成为继蔚来（NYSE: NIO）和小鹏（NYSE: XPEV）之后，又一家推出自研智能驾驶芯片的中国电动汽车制造商。</p><p>蔚来的神玑 NX9031 智能驾驶芯片已应用于蔚来品牌的所有车型，并开始被其子品牌乐道的车型采用。</p><p>小鹏也在其车型中应用自研的图灵芯片，并试图通过分级的软硬件选项来提高利润率和吸引力。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051209203558-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051209203558-768x432.jpg"/></p><p>交付量超预期后，理想汽车定于 5 月 28 日发布第一季度财报</p><p>理想汽车第一季度交付量为 95,142 辆，超过了其 85,000 至 90,000 辆交付指引的上限。</p><p>（1 美元 = 6.8000 元人民币）</p>

美光单日涨 4.8% 站上 9000 亿，存储 ETF（DRAM）飙 6.3%、西部数据也跟涨。三星 5 万人或罢工 18 天，全球 3% 内存产能告急。你怎么看？&nbsp;

<p style="margin-left:0;">美光单日涨 4.8% 站上 9000 亿，存储 ETF（DRAM）飙 6.3%、西部数据也跟涨。三星 5 万人或罢工 18 天，全球 3% 内存产能告急。你怎么看？<span style="color:inherit;">&nbsp;</span></p>

存储起飞，美光封神9000亿

理想汽车

理想汽车-W

费城交易所 半导体 ETF - iShares

<p>理想汽车发布了其自主研发的 “马赫” M100 芯片，旨在解决当前供应商技术的局限性。这款 M100 芯片采用 5 纳米工艺，算力高达 1,280 TOPS，将首次搭载于新款理想 L9 Livis SUV 中，该车型定于 5 月 15 日发布。这一战略举措符合理想汽车追求独立设计的目标，类似于苹果公司的做法，通过软硬件集成提升用户体验。该公司还报告了强劲的第一季度交付量，售出 95,142 辆汽车，超出预期</p>

<blockquote>
<ul>
<li>Li Auto's in-house chip development is not following a trend, but to solve problems that current suppliers' technologies cannot overcome, its CEO said.</li>
<li>The all-new flagship SUV, Li L9 Livis, will be the first to be equipped with two M100 chips and is scheduled to be officially launched on May 15.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>理想汽车 CEO 表示，公司自研芯片并非追随潮流，而是为了解决当前供应商技术无法克服的问题。</li>
<li>全新旗舰 SUV 理想 L9 Livis 将率先搭载两颗 M100 芯片，并计划于 5 月 15 日正式上市。</li>
</ul>
</blockquote></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051210093227.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/05/2026051210093227.jpg"/></p>
<p>(Li Auto's in-house developed Mach M100 chip. Image credit: Li Auto)</p>
<div class="lb-trans"><p>（理想汽车自研的 “马赫” M100 芯片。图片来源：理想汽车）</p></div><p>Li Auto (NASDAQ: LI) has officially unveiled its in-house developed Mach M100 chip, after mentioning the smart driving chip several times previously.</p>
<div class="lb-trans"><p>在此前多次提及智能驾驶芯片后，理想汽车（NASDAQ: LI）正式发布了其自研的 “马赫” M100 芯片。</p></div><p>The Chinese electric vehicle (EV) maker announced some specifications of the M100 chip on Weibo on Tuesday, and the all-new flagship SUV Li L9 Livis will be the first to feature the new product.</p>
<div class="lb-trans"><p>这家中国电动汽车（EV）制造商周二在微博上公布了 M100 芯片的一些规格参数，全新旗舰 SUV 理想 L9 Livis 将率先搭载这款新产品。</p></div><p>The M100 chip is manufactured using a 5-nanometer automotive-grade process, with a single-chip computing power of up to 1,280 TOPS, the highest in the world, according to the company.</p>
<div class="lb-trans"><p>据该公司称，M100 芯片采用 5 纳米车规级工艺制造，单芯片算力高达 1,280 TOPS，居全球之首。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们的 Telegram 或 Google News</p></div><p>The company's VLA 2.1 large model was developed synchronously with the new M100 product, reducing end-to-end processing latency by 40% and making it twice as fast as human reaction, Li Auto claimed.</p>
<div class="lb-trans"><p>理想汽车声称，其 VLA 2.1 大模型是与新款 M100 产品同步开发的，端到端处理延迟降低了 40%，速度是人类反应速度的两倍。</p></div><p>Li Auto's in-house developed chip is not just following a trend, but is intended to solve bottlenecks that current supplier technologies cannot overcome, Li Xiang, founder, chairman, and CEO of Li Auto, said today.</p>
<div class="lb-trans"><p>理想汽车创始人、董事长兼 CEO 李想今日表示，理想汽车自研芯片并非只是追随潮流，而是旨在解决当前供应商技术无法克服的瓶颈。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051210093949.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/05/2026051210093949.jpg"/></p>
<p>The massive shift in demand in the AI (artificial intelligence) era will drive a fundamental transformation in chip architecture, and the dynamic data flow architecture adopted by the M100 breaks through traditional efficiency bottlenecks, Li said.</p>
<div class="lb-trans"><p>李想表示，人工智能（AI）时代需求的巨大转变将推动芯片架构的根本性变革，而 M100 采用的动态数据流架构突破了传统的效率瓶颈。</p></div><p>Li compared the company's strategy to Apple's full-stack independent design, stating that Li Auto is synchronously developing chips, operating systems, large models, and hardware.</p>
<div class="lb-trans"><p>李想将公司的战略比作苹果的全栈独立设计，并表示理想汽车正在同步开发芯片、操作系统、大模型和硬件。</p></div><p>This joint hardware-software design model aims to provide users with an exceptional embodied experience, thereby truly bringing AI technology into the complex physical world, he said.</p>
<div class="lb-trans"><p>他表示，这种软硬件协同设计模式旨在为用户提供卓越的具身智能体验，从而真正将 AI 技术引入复杂的物理世界。</p></div><p>The upcoming Li L9 Livis is equipped with two M100 chips, achieving a total computing power of 2,560 TOPS.</p>
<div class="lb-trans"><p>即将推出的理想 L9 Livis 搭载两颗 M100 芯片，总算力达到 2,560 TOPS。</p></div><p>The model began pre-sales on April 24, with a pre-sales price of 559,800 yuan ($82,384.09).</p>
<div class="lb-trans"><p>该车型已于 4 月 24 日开启预售，预售价为 55.98 万元（约合 82,384.09 美元）。</p></div><p>The flagship model is also equipped with a drive-by-wire chassis and is scheduled to be officially launched and begin deliveries simultaneously on May 15.</p>
<div class="lb-trans"><p>这款旗舰车型还配备了线控底盘，计划于 5 月 15 日正式上市并同步启动交付。</p></div><p>The move makes Li Auto another Chinese EV maker to launch a in-house developed smart driving chip, following Nio Inc (NYSE: NIO) and Xpeng (NYSE: XPEV).</p>
<div class="lb-trans"><p>此举使理想汽车成为继蔚来（NYSE: NIO）和小鹏（NYSE: XPEV）之后，又一家推出自研智能驾驶芯片的中国电动汽车制造商。</p></div><p>Nio's Shenji NX9031 smart driving chip has already been used in all models of the Nio main brand and is beginning to be adopted by models of its sub-brand Onvo.</p>
<div class="lb-trans"><p>蔚来的神玑 NX9031 智能驾驶芯片已应用于蔚来品牌的所有车型，并开始被其子品牌乐道的车型采用。</p></div><p>Xpeng is also applying its in-house developed Turing chip to its models, and is attempting to improve its profit margins and attractiveness through tiered hardware and software options.</p>
<div class="lb-trans"><p>小鹏也在其车型中应用自研的图灵芯片，并试图通过分级的软硬件选项来提高利润率和吸引力。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051209203558-768x432.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/05/2026051209203558-768x432.jpg"/></p>
<p>Li Auto schedules Q1 earnings release for May 28 after delivery beat</p>
<div class="lb-trans"><p>交付量超预期后，理想汽车定于 5 月 28 日发布第一季度财报</p></div><p>Li Auto delivered 95,142 vehicles in the first quarter, beating the upper end of its delivery guidance of 85,000 to 90,000 units.</p>
<div class="lb-trans"><p>理想汽车第一季度交付量为 95,142 辆，超过了其 85,000 至 90,000 辆交付指引的上限。</p></div><p>($1 = 6.8000 yuan)</p>
<div class="lb-trans"><p>（1 美元 = 6.8000 元人民币）</p></div>

Li Auto unveils in-house developed M100 chip to power new L9 Livis

- 理想汽车推出自研 M100 芯片，首搭在旗舰 SUV Li L9 Livis 上。  
- M100 芯片采用 5 纳米工艺，计算能力达 1,280 TOPS。  
- 第一季度交付 95,142 辆，超出预期目标 85,000 至 90,000 辆。

理想汽车发布自研M100芯片，为新车型理想L9 Livis提供动力