Entering the field of automotive chips, the era of Weilai, SAIC and Ningde have blessed this pioneer of AI chips.

Cambrian announced that Cambrian Xingge (Nanjing) Technology Co., Ltd., a wholly owned subsidiary of AI chip company, has increased its registered capital by 170 million yuan and introduced investors. After the completion of this capital increase and share increase, the registered capital of Xingge Technology will be changed to 200 million yuan.

After the completion of the capital increase, the Cambrian will speed up the establishment of a vehicle smart chip research and development and product team, and make full use of the Cambrian technology accumulation in the smart chip field to develop vehicle smart chip related business.

Many giants in the industry have participated in the capital increase.

As the Cambrian smart chip business in the implementation of the main body, Xingge technology this round of new investors is not small.

According to Tianyan data, Weiran Investment is wholly owned by XPT, and the chairman of the company is Li Bin; the major shareholder behind Shangyi Capital includes SAIC Group; the winning capital is a wholly-owned company in Ningde era; and Kirin Venture Capital, another capital raiser, is a company under Nanjing SASAC.

The Cambrian actively entered the field of vehicle smart chips.

Xingge Technology was founded in January 2021, according to the announcement, at present, Xingge Technology has initially set up a company team, some key R & D personnel have been on duty, and the number of business development team and functional departments personnel meet the company's operational needs at this stage. If the related business of Xingsong Technology is well carried out in the future, it will further enhance the company's technology accumulation and R & D strength in the field of smart chips, and become a useful supplement to the company's current main business. greatly accelerate the landing of artificial intelligence applications in broader scenarios and promote the company's business and ecological expansion.

The agency said that the Cambrian had covered the whole scene of the end cloud before, but did not enter the automobile field. Under the trend of the new intelligent computing center, the layout of the company's car is at the right time. The company's losses may increase in the short term due to increased research and development, but the trend of catching up with leading companies such as Nvidia in the long term is more clear.

When will the "chip shortage" be solved?

This round of automotive chip shortage, since the 4Q20 Volkswagen core shortage news, the automotive industry has been affected by the lack of core for 3 quarters, many companies have also added code in the field of automotive chips, Cambrian car smart chips, the most direct background may also be the current shortage of automotive chips.

How much longer will there be a shortage of car chips? Things seem to have taken a turn for the better recently. Recently, when talking about the shortage of automotive chips, the Ministry of Industry and Information Technology said that the Ministry of Industry and Information Technology has set up a working group on the promotion and application of automotive semiconductors and formulated targeted measures to improve the supply capacity of automotive chips, which is achieving certain results.

In addition, TSMC has successfully increased its automotive chip supply capacity by 30 per cent in the first half of the year and is expected to increase its automotive chip supply capacity by 60 per cent for the whole of 2021, according to TSMC. The "shortage" of automotive chip customers is expected to be alleviated from 3Q21.

According to the latest analysis of this agency, the market has unanimously expected a slowdown in the supply of automotive chips in the second half of the year, but the gap caused by lack of cores in the industry since December last year is estimated to be about 8%. The chip gap may be narrowed from August, and "replenishment" may continue into the first half of next year.