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Semiconductor Industry ObserverUpdated Oct 30 22:50

Yuxian Microelectronics Hosts Guangzhou Computing Power Chip Industry Ecosystem Conference; Computing Power Chip Industry Ecosystem Alliance Launched

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On October 29, the Guangzhou Computing Power Chip Industry Ecosystem Conference, hosted by Yuxian Microelectronics (Guangzhou) Co., Ltd., was held in Huangpu District, and the Guangzhou Computing Power Chip Industry Ecosystem Alliance was officially launched. The conference focused on the technological iteration, software-hardware adaptation, and large-scale commercialization of domestic computing power chips. Yuxian Microelectronics said that Guangzhou is the best testing ground for domestic CPUs. Jiuqian Capital expects that global AI Token consumption will grow 20-30 times over the next five years, and the CPU-to-GPU demand ratio will move toward 1:2.

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Computing Gathers in Guangzhou, Chips Create the Future — Yuxian Microelectronics Successfully Hosts Guangzhou Computing Power Chip Industry Ecosystem Conference Source: Semiconductor Industry Insight Published: 2026-10-30 19:36 Computing power event generates poster to promote computing power chip technological innovation, ecosystem compatibility, and scenario implementation, continuously consolidating the foundation of the Greater Bay Area's computing infrastructure.

On October 29, the Guangzhou Computing Power Chip Industry Ecosystem Conference was held in Huangpu District, and the Guangzhou Computing Power Chip Industry Ecosystem Alliance was officially launched. The conference was hosted by Yuxian Microelectronics (Guangzhou) Co., Ltd., with "Computing Gathers in Guangzhou, Chips Create the Future" as its core direction, building an integrated platform for government, industry, academia, research, application, and investment, jointly discussing key issues such as domestic computing power chip technology iteration, software and hardware adaptation, ecosystem compatibility, and large-scale commercialization, and promoting collaborative innovation, resource sharing, and win-win cooperation across the upstream and downstream of the computing power chip industry chain.

Lai Zhihong, Member of the Standing Committee of the Guangzhou Municipal Party Committee, Secretary of the Party Working Committee and Director of the Management Committee of the Guangzhou Development District, and Secretary of the Huangpu District Party Committee, together with representatives from the Guangzhou Municipal Development and Reform Commission, the Office of the Investment Development Commission, and relevant departments of Huangpu District, representatives of key ecosystem partners in the computing power industry, representatives of important investment institutions, and representatives of research institutes, attended the conference.

In his speech, Secretary Lai Zhihong stated that computing power chips are the core foundation supporting AI and the digital economy, and a must-win track for the development of new quality productive forces. Guangzhou is fully committed to building a real-time inference computing power highland in the Guangdong-Hong Kong-Macao Greater Bay Area. At present, Huangpu has listed computing, electricity, medicine, and display as its four core tracks, and regards computing power chips as the main lever for computing-electricity synergy. This ecosystem partner conference carefully organized by Yuxian Microelectronics has also built a platform for deep cooperation, which is conducive to the clustering of the computing power chip industry ecosystem.

Shao Jingbo, Deputy Director of the Guangzhou Municipal Bureau of Commerce and Full-time Deputy Director of the Office of the Guangzhou Municipal Investment Development Commission, stated that the computing power industry is undergoing structural changes, shifting from GPU-dominated model generation to GPUs responsible for inference and CPUs undertaking scheduling and coordination, bringing major opportunities for the development of domestic CPUs. Guangzhou has listed domestic AI computing power chip adaptation, heterogeneous computing power dynamic scheduling, and independently controllable intelligent computing center architecture as key breakthrough directions in the "15th Five-Year Plan."

Lan Weifeng, Member of the Party Group of the Huangpu District Government of Guangzhou and Director of the Huangpu District Government Office, stated that Huangpu District has formed a complete integrated circuit computing power industry cluster covering complete machines, operating systems, cloud vendors, packaging and testing support, and industrial funds, and is the core testing ground for the implementation of domestic computing power technology.

Xu Hui, Director of the Guangzhou Development District Investment Promotion Bureau, also gave an overall introduction to industrial policies and the business environment on site, and sincerely invited scientists, entrepreneurs, and investors to become development partners of the Guangzhou Development District.

Luo Yong, Founder and Chairman of Yuxian Microelectronics, believes that Guangzhou, as a computing power hub node in the Guangdong-Hong Kong-Macao Greater Bay Area, has rich application scenarios and a complete industrial chain, and is the best testing ground for domestic CPUs. As a cornerstone R&D company in the computing power chip industry, Yuxian Microelectronics has deeply cultivated the main track of server CPUs, jointly built a diverse computing power ecosystem with industry chain partners, and helped Guangzhou build its computing power hub and develop new quality productive forces with an independent computing power foundation.

In the keynote speech session, representative enterprises, universities, and research institutions from the industry chain gave wonderful presentations.

Professor Zhang Hongke, Professor at Beijing Jiaotong University and Director of the Computing Power Network Professional Committee, gave a keynote presentation on "Research and Reflections on the Computing Power Industry." Technological innovation in computing power networks is the key to breaking through industry bottlenecks. In the near term, the utilization rate of existing resources can be improved through multi-network collaboration and unified scheduling of computing power resources. In the long term, new network technologies with innovation at the principle level need to be developed to meet the real-time, reliable, and secure computing power needs of the agent era, and this technology can achieve low-cost smooth upgrades. From the perspective of academic frontiers, Professor Zhang systematically elaborated on the current status of the computing power network industry and explorations of frontier technologies, providing important guidance for grasping technological directions and deepening industry-university-research collaboration.

Ji Xinwei, Founder and CEO of Yuxian Microelectronics, gave a keynote presentation on high-performance CPU technological innovation and ecosystem collaboration. As a leading domestic high-performance server CPU enterprise, Yuxian Microelectronics has built deep strategic collaborative relationships with industry chain partners, creating integrated technical delivery solutions around customer needs, supporting the implementation of computing power across all industries, and working with partners to jointly build Guangzhou and Huangpu District into a leading region for domestic computing power and AI delivery.

Xiang Yangsheng, Senior Technical Expert at China Telecom Tianyi Cloud, pointed out that large model iteration has brought about triple-digit growth in computing power demand, and "one cloud, multiple chips" has upgraded from a procurement choice to a national strategic choice. Tianyi Cloud is willing to work with Yuxian Microelectronics to serve as a testing field and amplifier for domestic chips and develop together with industry partners.

Liu Qiongling, Founder of Jiuqian Capital, gave a keynote presentation on "AI Models Moving from Inference to Task Execution, Domestic CPUs Ushering in a Demand Inflection Point." In the next five years, global AI Token consumption will achieve 20-30 times exponential growth, and expectations are still being raised annually. AI penetration will gradually shift from consumer-end applications to deep model participation in workflow links. At the same time, the demand structure for computing power chips is changing: in the training stage, the GPU:CPU demand ratio is about 8:1. As inference scenarios penetrate deeper into work and life, CPUs will undertake more scheduling, verification, and other work, and demand will grow rapidly. In the future, the CPU-to-GPU demand ratio will move toward 1:2, providing breakout opportunities for domestic chip enterprises. As a representative domestic high-performance CPU enterprise, Yuxian Microelectronics can gain greater development opportunities in this industrial transformation.

During the roundtable session, moderated by Zhu Zheng, Vice President of Strategic Development at Yuxian Microelectronics, Wang Yun, Dean of the Guangdong-Hong Kong-Macao Greater Bay Area Integrated Circuit and System Application Research Institute, Liao Haiying, Chairman of GRG Wuzhou, Lin Lei, Managing Director of Dazhen Capital, Yang Lei, Senior Vice President of Iluvatar CoreX, Zhang Wei, Vice President of iSoftStone Computer, and Guan Haofu, General Manager of GuangKai Capital under GuangKai Fund, held a roundtable discussion on how the computing power industry can collaborate and how the ecosystem can be built.

Wang Yun, Dean of the Guangdong-Hong Kong-Macao Greater Bay Area Integrated Circuit and System Application Research Institute, stated that in the seven years since its establishment, the institute has achieved remarkable results in FDSOI advanced processes, R&D of bottleneck components, clustering of industrial enterprises, and industrial capital cooperation, and has deeply integrated with the industry. In the next 10 years, computing power will be a core industrial trend. The institute has already laid out computing-power-related directions and sees broad room for cooperation with Yuxian Micro. The Yuxian Micro team has built deep expertise in the field of multi-core processors and is a benchmark enterprise in the domestic computing power chip field.

Liao Haiying, Chairman of GRG Wuzhou, stated that GRG Wuzhou settled in Huangpu in 2008 and is now a core enterprise in the computing power segment of Guangzhou Digital Technology Group, with a nationwide delivery network and a localized technology R&D platform. In the future, growth in the server industry will mainly come from five major directions: cloud vendors, operators, local computing power centers, and CPU demand driven by large models. When choosing partners, the core considerations are the team's accumulated technical experience and close-range rapid response capability. It launched preliminary research on cooperation with Yuxian Micro long ago and looks forward to the two sides jointly carrying out market promotion for industry applications in the future.

Lin Lei, Managing Director of Dazhen Capital, stated that AI development has opened new growth space for the CPU track. The Yuxian Micro team possesses core capabilities in R&D, customer management, and industry chain accumulation, and is a leading CPU enterprise that addresses both intelligent computing and general computing needs. He is long-term optimistic about the sustainable growth of the AI computing power field and predicts that future customers will focus more on complete systems rather than single-chip efficiency, which will drive CPU and GPU enterprises to carry out collaborative design at the product definition stage and provide cost-effective overall solutions.

Yang Lei, Senior Vice President of Iluvatar CoreX, stated that Iluvatar CoreX is the first domestic enterprise to deliver mass-produced general-purpose GPUs, listed on the Hong Kong market in January 2026, and is the only general-purpose GPU enterprise in the Hong Kong Technology Index. He proposed that future core competition and cooperation in the computing power field will focus on four major dimensions: first, technology and ecosystem collaboration—customers need end-to-end out-of-the-box system solutions rather than single-chip products, and technical adaptation with Yuxian Micro has already begun; second, supply chain autonomy—high-end chip design capabilities are already in place, but the manufacturing segment remains a challenge that the entire industry needs to overcome together; third, customer collaboration—CPU performance directly affects GPU performance release, and enterprises in the industry chain can provide integrated solutions for shared customers; fourth, capital support—large-chip R&D and supply chain iteration require large-scale, sustained capital investment. The entire domestic computing power chip industry chain has achieved a breakthrough from zero to one, and the current achievements are the result of joint efforts across the entire industry chain.

Zhang Wei, Vice President of iSoftStone, stated that iSoftStone is building a full-stack AI enterprise integrating software and hardware. In 2024, it acquired Tsinghua Tongfang to complete the hardware segment, and has formed a full-industry-chain layout from infrastructure, computing intelligence, and terminal intelligence to scenario intelligence, capable of providing AI servers, edge workstations, and other full-category computing power hardware. At present, AI computing power demand is exploding and supply falls short of demand, and the logic of customer negotiations has shifted from "discussing cooperation" to "requesting capacity." Demand is rapidly rising from being mainly on the training side to inference scenarios such as AI office work and edge scenarios, and CPU demand is growing markedly, providing huge market space for enterprises in the industry chain.

Guan Haofu, General Manager of GuangKai Capital under GuangKai Fund, stated that when the GPU track was hot in 2022, it had already anticipated chip risks and opportunities, so the group laid out domestic chip enterprises such as Yuxian Micro in advance. The computing power industry cannot develop through single-point breakthroughs by just one or two enterprises; it requires core enterprises to lead, with enterprises in system integration, servers, chip design, manufacturing, and other segments jointly participating to build a healthy ecosystem.

At the conference venue, a launch ceremony was also specially held for the Guangzhou Computing Power Chip Industry Ecosystem Alliance, witnessed by Lai Zhihong, Member of the Standing Committee of the Guangzhou Municipal Party Committee, Secretary of the Party Working Committee and Director of the Management Committee of the Guangzhou Development District, and Secretary of the Huangpu District Party Committee; Xian Yinsong, District Mayor of Huangpu District, Guangzhou; Luo Yong, Chairman of Yuxian Microelectronics; and attending guests. As an important vehicle for regular exchanges in Guangzhou's computing power chip industry, this conference will continue to promote computing power chip technological innovation, ecosystem compatibility, and scenario implementation, and continue to consolidate the foundation of the Greater Bay Area's computing power infrastructure.

Other attending guests at this conference covered key fields such as integrated circuits, intelligent computing centers, artificial intelligence, cloud computing, intelligent manufacturing, fintech, and biomedicine, covering key links across the entire computing power chip industry chain. The organizer, Yuxian Microelectronics (Guangzhou) Co., Ltd., stated that as an important vehicle for regular exchanges in Guangzhou's computing power chip industry, this conference will continue to promote computing power chip technological innovation, ecosystem compatibility, and scenario implementation, continue to consolidate the foundation of the Greater Bay Area's computing power infrastructure, and inject "core" momentum into the development of Yuxian Microelectronics and Guangzhou's cultivation and development of new quality productive forces.

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