<blockquote>
<ul>
<li>理想汽車 CEO 表示，公司自研芯片並非追隨潮流，而是為了解決當前供應商技術無法克服的問題。</li>
<li>全新旗艦 SUV 理想 L9 Livis 將率先搭載兩顆 M100 芯片，並計劃於 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>（理想汽車自研的 “馬赫” M100 芯片。圖片來源：理想汽車）</p><p>在此前多次提及智能駕駛芯片後，理想汽車（NASDAQ: LI）正式發佈了其自研的 “馬赫” M100 芯片。</p><p>這家中國電動汽車（EV）製造商週二在微博上公佈了 M100 芯片的一些規格參數，全新旗艦 SUV 理想 L9 Livis 將率先搭載這款新產品。</p><p>據該公司稱，M100 芯片採用 5 納米車規級工藝製造，單芯片算力高達 1,280 TOPS，居全球之首。</p><p>加入我們的 Telegram 或 Google News</p><p>理想汽車聲稱，其 VLA 2.1 大模型是與新款 M100 產品同步開發的，端到端處理延遲降低了 40%，速度是人類反應速度的兩倍。</p><p>理想汽車創始人、董事長兼 CEO 李想今日表示，理想汽車自研芯片並非只是追隨潮流，而是旨在解決當前供應商技術無法克服的瓶頸。</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）時代需求的巨大轉變將推動芯片架構的根本性變革，而 M100 採用的動態數據流架構突破了傳統的效率瓶頸。</p><p>李想將公司的戰略比作蘋果的全棧獨立設計，並表示理想汽車正在同步開發芯片、操作系統、大模型和硬件。</p><p>他表示，這種軟硬件協同設計模式旨在為用户提供卓越的具身智能體驗，從而真正將 AI 技術引入複雜的物理世界。</p><p>即將推出的理想 L9 Livis 搭載兩顆 M100 芯片，總算力達到 2,560 TOPS。</p><p>該車型已於 4 月 24 日開啓預售，預售價為 55.98 萬元（約合 82,384.09 美元）。</p><p>這款旗艦車型還配備了線控底盤，計劃於 5 月 15 日正式上市並同步啓動交付。</p><p>此舉使理想汽車成為繼蔚來（NYSE: NIO）和小鵬（NYSE: XPEV）之後，又一家推出自研智能駕駛芯片的中國電動汽車製造商。</p><p>蔚來的神璣 NX9031 智能駕駛芯片已應用於蔚來品牌的所有車型，並開始被其子品牌樂道的車型採用。</p><p>小鵬也在其車型中應用自研的圖靈芯片，並試圖通過分級的軟硬件選項來提高利潤率和吸引力。</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>交付量超預期後，理想汽車定於 5 月 28 日發佈第一季度財報</p><p>理想汽車第一季度交付量為 95,142 輛，超過了其 85,000 至 90,000 輛交付指引的上限。</p><p>（1 美元 = 6.8000 元人民幣）</p>

美光單日漲 4.8% 站上 9,000 億，儲存 ETF（DRAM）飆 6.3%、西部數據也跟漲。三星 5 萬人或罷工 18 天，全球 3% 記憶體產能告急。你怎麼看？

<p>美光單日漲 4.8% 站上 9,000 億，儲存 ETF（DRAM）飆 6.3%、西部數據也跟漲。三星 5 萬人或罷工 18 天，全球 3% 記憶體產能告急。你怎麼看？</p>

存儲起飛，美光封神9000億

理想汽車

理想汽車-W

費城交易所 半導體 ETF - iShares

<p>理想汽車發佈了其自主研發的 “馬赫” M100 芯片，旨在解決當前供應商技術的侷限性。這款 M100 芯片採用 5 納米工藝，算力高達 1,280 TOPS，將首次搭載於新款理想 L9 Livis SUV 中，該車型定於 5 月 15 日發佈。這一戰略舉措符合理想汽車追求獨立設計的目標，類似於蘋果公司的做法，通過軟硬件集成提升用户體驗。該公司還報告了強勁的第一季度交付量，售出 95,142 輛汽車，超出預期</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>理想汽車 CEO 表示，公司自研芯片並非追隨潮流，而是為了解決當前供應商技術無法克服的問題。</li>
<li>全新旗艦 SUV 理想 L9 Livis 將率先搭載兩顆 M100 芯片，並計劃於 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>（理想汽車自研的 “馬赫” M100 芯片。圖片來源：理想汽車）</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駕駛芯片後，理想汽車（NASDAQ: LI）正式發佈了其自研的 “馬赫” 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>這家中國電動汽車（EV）製造商週二在微博上公佈了 M100 芯片的一些規格參數，全新旗艦 SUV 理想 L9 Livis 將率先搭載這款新產品。</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>據該公司稱，M100 芯片採用 5 納米車規級工藝製造，單芯片算力高達 1,280 TOPS，居全球之首。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我們的 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>理想汽車聲稱，其 VLA 2.1 大模型是與新款 M100 產品同步開發的，端到端處理延遲降低了 40%，速度是人類反應速度的兩倍。</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>理想汽車創始人、董事長兼 CEO 李想今日表示，理想汽車自研芯片並非只是追隨潮流，而是旨在解決當前供應商技術無法克服的瓶頸。</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）時代需求的巨大轉變將推動芯片架構的根本性變革，而 M100 採用的動態數據流架構突破了傳統的效率瓶頸。</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>李想將公司的戰略比作蘋果的全棧獨立設計，並表示理想汽車正在同步開發芯片、操作系統、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，這種軟硬件協同設計模式旨在為用户提供卓越的具身智能體驗，從而真正將 AI 技術引入複雜的物理世界。</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>即將推出的理想 L9 Livis 搭載兩顆 M100 芯片，總算力達到 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>該車型已於 4 月 24 日開啓預售，預售價為 55.98 萬元（約合 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>這款旗艦車型還配備了線控底盤，計劃於 5 月 15 日正式上市並同步啓動交付。</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>此舉使理想汽車成為繼蔚來（NYSE: NIO）和小鵬（NYSE: XPEV）之後，又一家推出自研智能駕駛芯片的中國電動汽車製造商。</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>蔚來的神璣 NX9031 智能駕駛芯片已應用於蔚來品牌的所有車型，並開始被其子品牌樂道的車型採用。</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>小鵬也在其車型中應用自研的圖靈芯片，並試圖通過分級的軟硬件選項來提高利潤率和吸引力。</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>交付量超預期後，理想汽車定於 5 月 28 日發佈第一季度財報</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>理想汽車第一季度交付量為 95,142 輛，超過了其 85,000 至 90,000 輛交付指引的上限。</p></div><p>($1 = 6.8000 yuan)</p>
<div class="lb-trans"><p>（1 美元 = 6.8000 元人民幣）</p></div>

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

- 理想汽車推出自研 M100 芯片，首搭在旗艦 SUV Li L9 Livis 上。  
- M100 芯片採用 5 納米工藝，計算能力達 1,280 TOPS。  
- 第一季度交付 95,142 輛，超出預期目標 85,000 至 90,000 輛。

理想汽車發佈自研M100芯片，為新車型理想L9 Livis提供動力