弘信電子(300657.SZ):與燧原科技、摩爾線程簽署協議建立了戰略合作關係
格隆匯9月11日丨弘信電子(300657.SZ)近期在接待機構投資者調研時表示,AI服務器最核心的是芯片,當前國內AI算力芯片較為領先的企業包括華為、寒武紀、燧原科技、海光科技、摩爾線程等,公司先後與燧原科技、摩爾線程簽署協議建立了戰略合作關係,深度綁定國內AI算力芯片核心企業,共同推進AI算力芯片及服務器的國產化落地。我們跟甘肅天水政府簽定了工廠投資協議,規劃10萬台的算力服務器分兩期投產:第一期是2萬台,第二期達到10萬台,目前國產算力服務器的價格大家很容易瞭解到,10萬台的產值可以比較容易計算。天水的項目是公司發展算力產業的第一個階段,未來會持續推進與各方面、各地區的合作。
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