Big breakthrough, announced by the Chinese Academy of Sciences! 1.5 to 10 times faster than Nvidia, will AI chips change the world? Concept leader's straight daily limit

Optical computing has shown rapid development in the field of AI and has broad application prospects.

Recently, the team of Researcher Li Ming and Academician Zhu Ninghua of the Microwave Optoelectronics Research Group of the State Key Laboratory of Integrated Optoelectronics, Institute of Semiconductors, Chinese Academy of Sciences, developed an ultra-highly integrated optical convolution processor. Relevant research results were published in "Nature Communications" under the title Compact optical convolution processing unit based on multimode interference.

This marks a major breakthrough in optical computing in our country. CITIC Construction Investment even directly called out that this technological breakthrough has broad prospects in the field of AI. It is understood that optical computing is a technology that uses light waves as a carrier for information processing. It has the advantages of large bandwidth, low latency, and low power consumption. It provides a computing architecture of "transmission is calculation, structure is function" and is expected to Avoid the data tidal transmission problem present in the von Neumann computing paradigm.

Optical computing has developed rapidly in the field of artificial intelligence in recent years and has broad application prospects, CITIC Construction Investment pointed out. Companies represented by Lightmatter and Lightelligence have launched new silicon photonic computing chips with performance far exceeding current AI computing chips. According to data from Lightmatter, the Envise chip they launched runs 1.5 to 10 times faster than Nvidia's A100 chip. times.

Can optical chips challenge Nvidia’s AI chips? Nvidia's biggest rival AMD on Tuesday showed off its upcoming GPU-specific MI300X AI chip, which it calls an accelerator, that can speed up the processing of generative artificial intelligence used by ChatGPT and other chatbots and can use up to 192GB memory, and Nvidia's H100 chip only supports 120GB of memory, Nvidia's dominance in this emerging market may be challenged.

Yueling shares rapidly hit the limit

Optical computing and optical chips are also related to the current hottest CPO concept, in addition to the above-mentioned good news. With the advancement of artificial intelligence, the demand for optical modules has grown rapidly, which has promoted the benefit of optical chips as the core material. It is understood that indium phosphide optical chips and components are the largest cost item in optical modules. Their performance directly determines the transmission rate of the optical module and is one of the cores of the optical communications industry chain.

Affected by multiple positive factors such as the CPO concept, the optical chip concept has also begun to be favored by the market recently. Optical chip concept stocks were trending strongly in early trading today, with Shijia Photonics soaring nearly 15%. Data shows that Shijia Photonics’ main business covers three major sectors: optical chips and devices, indoor optical cables, and cable materials. The company stated on the interactive platform on January 31 that O-band LWDM high-power DFB laser chips have begun sample delivery and sample single-stage in the field of optical computing.

The performance of Yueling shares was even more explosive, soaring to the daily limit in just about 5 minutes. As of the morning's close, the stock was trading at 11.45 yuan, up 9.99%, with nearly 100,000 orders closed. This is the third daily limit for the stock within 4 trading days. According to data, Zhongshi Optical Core, a joint-stock company owned by Yueling Co., Ltd., mainly develops and mass-produces indium phosphide-based compound semiconductor laser optical chips, based on optical communication-related products. Zhongke Optical Core, a wholly-owned subsidiary of Sinopec Optical Core, has a complete industry line of epitaxial growth, chip micro-nano processing and device packaging. Its existing products include epitaxial wafers, chips, TO devices, butterfly devices, PON devices, optical modules, etc. It is a high-tech enterprise with truly independent intellectual property rights and the ability to independently design and mass-produce optical chips and devices.

There are only 4 high-quality high-growth stocks

There are not many stocks with the concept of optical chips in the A-share market. According to incomplete statistics from Databao, there are a total of 12 optical chip concept stocks with a total market value of over 383.4 billion yuan. Judging from market performance, Xinyi Sheng has the largest increase during the year, exceeding 262%, followed by Yuanjie Technology, with an increase of over 187% during the year.

Luxshare Precision, Yuanjie Technology, Changguang Huaxin and Xinyi Sheng have all received attention and ratings from more than 10 institutions. From a growth perspective, Yuanjie Technology, Changguang Huaxin, Shijia Photonics, and Sai Microelectronics all predict that the net profit growth rate this year, next year and 2025 will exceed 30%.

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