Core Viewpoint - The company is actively developing AI technology in collaboration with various institutions, focusing on NPU (Neural Processing Unit) IP cores for edge applications, indicating a strong commitment to advancing AI capabilities in multiple sectors [1] Group 1: NPU Development - The company has partnered with the Hong Kong Applied Science and Technology Research Institute to develop AI technology for edge applications, resulting in the CNN20, CNN100, and CNN200 series NPU IP cores [1] - The CNN20 and CNN100 have completed design and are available for external licensing, while the CNN200 is still under development [1] - The CNN20 and CNN100 have a single-core computing power of 1 Tops@INT8, suitable for low-power AI MCU chips, while the CNN200 can achieve 10 Tops@INT8, applicable for various edge computing AI SoC chips [1] Group 2: AI Applications - The NPU IP cores are designed for a wide range of AI applications, including use in robotic dogs and other edge computing scenarios [1] - The company is collaborating with Longqing Technology to develop the CNN300 NPU IP core for AI PC applications, which combines scalar and vector processing units [1] - The CNN300 is expected to reach a single-core performance of 8 Tops, with multi-core consistency interface (MLS) allowing for higher computing power through stacking, achieving up to 32 Tops with four cores [1] Group 3: RISC-V GPGPU Development - The company is working with the Shanghai Tsinghua International Innovation Center on GPGPU (General-Purpose Graphics Processing Unit) core development based on the open-source RISC-V instruction architecture [1] - The first version of the RTL code design for the RISC-V GPGPU has been completed and publicly released as of July 2024 [1] - Current R&D efforts for RISC-V GPGPU have concluded, with future plans dependent on the international development of open-source RISC-V GPGPU technology [1]

Core Viewpoint - The company is actively developing AI technology in collaboration with various institutions, focusing on NPU (Neural Processing Unit) IP cores for edge applications, with several products already in design and development stages [1] Group 1: NPU Development - The company is collaborating with the Hong Kong Applied Science and Technology Research Institute to develop AI technology for edge applications, resulting in the CNN20, CNN100, and CNN200 series NPU IP cores [1] - The CNN20 and CNN100 have completed design and are available for external licensing, while the CNN200 is still under development [1] - The CNN20 and CNN100 have a single-core computing power of 1 Tops@INT8, suitable for low-power AI MCU chips, while the CNN200 can reach 10 Tops@INT8, applicable for various edge computing AI SoC chips [1] Group 2: AI Applications - The NPU IP cores can be widely applied in numerous AI scenarios, including applications like robotic dogs [1] - The company is also collaborating with Longqing Technology to develop the CNN300 NPU IP core for AI PC applications, which combines scalar and vector processing units [1] - The CNN300 is designed to achieve a single-core performance of 8 Tops, with multi-core consistency interface MLS, allowing for higher computing power through multi-core stacking, potentially reaching 32 Tops with four cores [1] Group 3: RISC-V GPGPU Development - The company is working with the Tsinghua International Innovation Center in Shanghai on GPGPU (General-Purpose Graphics Processing Unit) core development based on the open-source RISC-V instruction architecture [1] - The first version of the RTL code design for the RISC-V GPGPU has been completed and publicly released as of July 2024 [1] - The current phase of RISC-V GPGPU development has concluded, with future plans dependent on the international development of open-source RISC-V GPGPU technology [1]

Core Viewpoint - Guoxin Technology (688262.SH) has successfully achieved mass production and shipment of its AI MCU chip CCR4001S in the commercial air conditioning sector, indicating positive market progress and efforts to scale up sales [1] Group 1 - The AI MCU chip CCR4001S is now in mass production for the commercial air conditioning market [1] - The company is actively working to promote larger scale sales of the CCR4001S chip [1]

Core Insights - Company is collaborating with Hong Kong Applied Science and Technology Research Institute in the NPU field to develop AI technology for edge applications, resulting in the CNN20, CNN100, and CNN200 series NPU IP cores [1] - CNN20 and CNN100 have completed design and are available for external licensing, while CNN200 is still under development [1] - CNN20 and CNN100 have a single-core computing power of 1 Tops@INT8, suitable for low-power AI MCU chips, while CNN200 can reach 10 Tops@INT8, applicable for various edge computing AI SoC chips [1] - The company is also working with Longqing Technology to develop the CNN300 NPU IP core for AI PC applications, which combines scalar and vector processing units, achieving a single-core performance of 8 Tops [1] - The CNN300 features a multi-core consistency interface (MLS) that supports expansion for higher computing power, allowing for a potential 32 Tops performance with a four-core stack [1] - Collaboration with Tsinghua International Innovation Center in Shanghai is focused on developing GPGPU cores based on the open-source RISC-V instruction architecture, with the first version of RTL code design completed and publicly released by July 2024 [1] - The company is concentrating on the R&D and design of automotive electronic chips, server and cloud application security chips, quantum security chips, and AI MCU chips, while the current phase of RISC-V GPGPU development has concluded [1] - Future R&D plans for RISC-V GPGPU will depend on the further development of open-source RISC-V GPGPU technology internationally [1]

Core Insights - The company, Guoxin Technology (688262.SH), has successfully developed quantum security chips and modules that have been adopted by leading enterprises in the quantum field, such as China Telecom Quantum and Wentian Quantum [1] - These products have been successfully applied in critical sectors including power and telecommunications, generating actual revenue for the company [1] Group 1 - The quantum security chips and modules have achieved sales and are being utilized in key industries [1] - The adoption by top enterprises indicates a strong market demand for the company's products [1] - The successful application in critical fields highlights the importance and reliability of the technology [1]

Core Insights - Company is collaborating with Hong Kong Applied Science and Technology Research Institute in the NPU field to develop AI technology for edge applications, resulting in the CNN20, CNN100, and CNN200 series NPU IP cores [1] - CNN20 and CNN100 have completed design and are available for external licensing, while CNN200 is still under development [1] - CNN20 and CNN100 have a single-core computing power of 1 Tops@INT8, suitable for low-power AI MCU chips, while CNN200 can reach 10 Tops@INT8, applicable for various edge computing AI SoC chips [1] - The company is also working with Longqing Technology to develop the CNN300 NPU IP core for AI PC applications, which combines scalar and vector processing units, achieving a single-core performance of 8 Tops [1] - The CNN300 features a multi-core consistency interface (MLS) that supports the expansion of multiple CNN300 IP cores for higher computing power, with a potential 32 Tops performance using a four-core stack [1] - Collaboration with Tsinghua International Innovation Center in Shanghai is focused on developing GPGPU cores based on the open-source RISC-V instruction architecture, with the first version of RTL code design completed and publicly released by July 2024 [1] - The company is concentrating on the R&D and design of automotive electronic chips, server and cloud application security chips, quantum security chips, and AI MCU chips, while the current phase of RISC-V GPGPU development has concluded [1] - Future R&D plans for RISC-V GPGPU will depend on the further development of open-source RISC-V GPGPU technology internationally [1]

Group 1 - The core point of the article is that Guoxin Technology (688262.SH) has been selected for a significant national demand project, specifically for the CCUSR8116 RAID card, which has begun small-scale installation [1] Group 2 - The company is actively engaging with investors through an interactive platform to communicate updates regarding its projects [1] - The selection of the CCUSR8116 RAID card indicates a potential growth opportunity for the company in the national project sector [1] - The initiation of small-batch installations suggests that the company is moving forward with its operational plans and fulfilling project requirements [1]

Group 1 - The core point of the article is that Guoxin Technology (688262.SH) has been selected for a major national demand project, specifically for the CCUSR8116 RAID card, which has begun small-scale installation [1] Group 2 - The company is actively engaging with investors through an interactive platform to communicate updates regarding its projects [1] - The selection of the CCUSR8116 RAID card indicates a significant opportunity for the company in the context of national projects [1] - The initiation of small-batch installations suggests a positive step towards larger-scale deployment in the future [1]

Core Viewpoint - Guoxin Technology (688262.SH) has successfully sold its quantum security chips and modules, which have been adopted by leading companies in the quantum field such as China Telecom Quantum and Wentian Quantum, generating actual revenue for the company [1] Group 1 - The company's quantum security products are being utilized in critical sectors such as power and telecommunications [1] - The adoption of these products by top-tier enterprises indicates a strong market demand and potential for growth in the quantum technology sector [1]

Core Viewpoint - The company, Guoxin Technology (688262.SH), is experiencing significant growth in demand for customized chips due to the rapid development of artificial intelligence and advanced computing markets, leading to a robust order backlog and a focus on executing these orders effectively [1] Group 1 - The customized chip business is witnessing a substantial increase in global demand [1] - The company has a strong order backlog for its customized chip business [1] - The company is fully committed to enhancing the execution of its existing orders [1]