研报掘金丨民生证券：维持芯原股份“推荐”评级，有望成为国产ASIC产业龙头

格隆汇2025-06-30

民生证券日前研报指出，芯原股份定增落地，多家产业资本积极参与。本次定增报价机构包括广东省半导体基金、广州芯智力基金、上海浦东新兴产业投资公司和上海中移数字转型产业基金，均为产业资本背景，其中前两家产业基金均成功获配，合计获得154.1万股，对应金额超1.1亿元，体现产业资本对芯原ASIC及IP业务布局的认可。公司拥有GPU、NPU、VPU等多款处理器IP及超1600个数模混合IP，深入布局AI 与...

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