On April 19, three days after the ZTE incident, Ali first revealed the chip research and development news: Alibaba Dharma Institute is developing a neural networks chip Ali-NPU.
Regarding this AI chip, Ali Core revealed two pieces of news. One was that the chip came from the Dharma Institute's chip research and development team, which had dozens of people in the United States and Shanghai. Another piece of information was that the use of this chip mainly revolved around images, video recognition, cloud computing and other scenarios.
Perhaps because of this, this news has not received widespread attention and spread. As an industry insider said, Ali's chip can only be said to have done what it should have done, and this move is to ride on one's coattails.
Then on the 20th, Alibaba released another "hard move" and announced the full acquisition of Zhongtian Micro - a company that makes embedded CPU IP. CPU is one of the components that build the core of chip SoC, and Zhongtian Micro is also one of the few CPU suppliers in China that are based on independent instruction architecture and achieve mass production. Ali's acquisition has a significant impact on both its own significance and the domestic semiconductor industry structure.
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