On January 22, domestic GPU developer Tianshu Zhixin (09903.HK) saw its share price surge sharply during intraday trading, rising more than 20% at one point and climbing to around HK$215, marking one of the most notable gains among Hong Kong–listed technology stocks. Market attention has focused on the company’s upcoming product roadmap announcement, as well as the latest developments in China’s high-end AI computing ecosystem.

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Three-Generation GPGPU Roadmap to Be Unveiled, Targeting High-End AI Computing

Tianshu Zhixin previously announced that it will officially release its roadmap for the next three generations of GPGPU products on January 26. According to the company, the roadmap will cover innovative architecture design, high-quality computing infrastructure, and cloud-based AI training and inference products tailored for internet applications, providing a systematic overview of its medium- to long-term strategy in general-purpose GPUs and AI computing.

The upcoming roadmap is widely viewed as a signal of the company’s continued push into the high-end AI computing market. Based on projected product timelines, industry observers believe that between 2026 and 2028, the new products may address higher-performance use cases and compete more directly with leading international high-end GPU offerings, underscoring the accelerating move of domestic GPUs toward advanced AI computing capabilities.

Expanding Product Portfolio Covering Chips to Computing Solutions

Public information shows that Tianshu Zhixin provides general-purpose GPU products and AI computing solutions for customers across multiple industries. Its product portfolio includes general-purpose GPU chips and accelerator cards, and extends further into customized AI computing solutions, such as GPU servers and computing clusters. These offerings serve a wide range of users, including research institutions, internet companies, and industry clients.

The company’s general-purpose GPU lineup mainly consists of the Tiangai and Zhikai series. These products are designed to be compatible with both domestic and international mainstream AI ecosystems and support multiple deep learning frameworks, enabling applications in AI training, inference, and general-purpose computing. This reflects Tianshu Zhixin’s continued investment in hardware–software integration.

Sustained Growth in Computing Demand Creates a Key Window for Domestic GPUs

As large language models, industry-specific AI applications, and cloud services continue to scale rapidly, demand for computing power remains elevated. GPUs, as core computing infrastructure, play a critical role in supporting AI expansion through their performance, stability, and ecosystem compatibility.

From an industry perspective, competition in the GPU market is shifting from pure hardware performance toward a more comprehensive contest involving architecture design, system-level capabilities, and software ecosystem integration. While accelerating product iteration, domestic GPU developers are also strengthening system-level solutions to meet increasingly diverse computing requirements.

Rising Industry Focus, with Execution Still to Be Watched

The upcoming release of Tianshu Zhixin’s three-generation GPGPU roadmap is expected to further clarify the company’s technological direction and product cadence in high-end AI computing, offering an important reference point for assessing the long-term development of domestic GPUs. Going forward, the actual rollout of products, ecosystem progress, and broader industry conditions will remain key areas of market focus.

How to Buy Tianshu Zhixin via on uSMART

After logging into the uSMART HK app, click the “Search” button in the top-right corner of the page, enter the ticker code (09903.HK), and navigate to the details page to view transaction details and historical trends. Click the “Trade” button in the bottom-right corner, select the trade type, and submit your order after filling in the transaction conditions.

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