芯原股份(688521)：CHIPLET芯片设计服务加速推进

中邮证券12-09

投资要点大算力推动IP 行业生态发展。为顺应大算力需求所推动的SoC（系统级芯片）向SiP（系统级封装）发展的趋势，芯原正在以“IP 芯片化（IP as a Chiplet）”、“芯片平台化（Chiplet asa Platform）”和“平台生态化（Platform as an Ecosystem）”理念为行动指导方针，从接口IP、Chiplet 芯片架构、先进封装技术、面向AIGC 和智慧出行...

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