ISC.AI 2025｜山石网科叶海强解码“双A战略”：①为什么是ASIC？

山石网科新视界2025-08-07

山石网科叶海强解码“双A战略”第①篇在网络安全行业深度调整与技术迭代加速的当下，山石网科正以一场深刻的战略变革，试图打破行业同质化困局，实现从技术优势到商业价值的跨越。这场变革的核心，是研发成功的自研ASIC安全专用芯片，以及由此延伸出的“双A战略”——“ASIC 解放算力、AI 解放人力”构成了公司突破增长瓶颈、实现扭亏增效的关键路径。图注：山石网科董事长兼CEO 叶海强山石网科与ASIC芯片...

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叶海强山石网科与ASIC芯片的渊源，可追溯至其创始团队的技术基因。公司创始人源自Netscreen——全球首家采用ASIC芯片路线的网络安全企业，而Netscreen之后，仅有Fortinet延续了这一路线。作为全球第三家成功自研ASIC安全专用芯片的企业，山石网科的突破并非偶然：最终实现一次性流片成功，背后是四五年的持续投入与历史经验的积累。这种坚持源于对行业本质的深刻认知。在山石网科看来，当前网络安全市场的“内卷”，本质是同质化竞争的必然结果。若企业缺乏差异化能力，终将在价格战中迷失。自研ASIC安全专用芯片正是其差异化的核心载体：作为防火墙定制芯片，它将高频调用代码固化，释放CPU算力，不仅弥补了国产CPU与国际先进水平的差距，更实现了系统性能的稳定性、效率提升与时延降低。用山石网科的话说，这是“ASIC for System”——为整个安全系统提供底层算力支撑，从硬件层面构建技术壁垒。值得注意的是，自研ASIC安全专用芯片的研发门槛远超资金投入。正如团队所言，即便有充足资金，也难以快速复制这一成果，其核心在于长期技术沉淀与流程把控。这种高壁垒特性，成为山石网科抵御同质化竞争的“护城河”，也为其“双A战略”奠定了坚实基础。ISC.AI 2025｜山石网科叶海强接受多家媒体专访，解读“双A战略”最新实践山石网科蒋东毅登榜“2025 ISC.AI · 胡润中国数智化先锋人物”山石网科叶海强：自研芯片赋能 从减亏攻坚到排位突围山石网科是中国网络安全行业的技术创新领导厂商，由一批知名网络安全技术骨干于2007年创立，并以首批网络安全企业的身份，于2019年9月登陆科创板（股票简称：山石网科，股票代码：688030）。现阶段，山石网科掌握30项自主研发核心技术，申请570多项国内外专利。山石网科于2019年起，积极布局信创领域，致力于推动国内信息技术创新，并于2021年正式启动安全芯片战略。2023年进行自研ASIC安全芯片的技术研发，旨在通过自主创新，为用户提供更高效、更安全的网络安全保障。目前，山石网科已形成了具备“全息、量化、智能、协同”四大技术特点的涉及基础设施安全、云安全、数据安全、应用安全、安全运营、工业互联网安全、信息技术应用创新、AI安全、安全服务、安全教育等10大类产品及服务，50余个行业和场景的完整解决方案。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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