【私募调研记录】丹羿投资调研东芯股份

Group 1 - The core focus of Dongxin Co., Ltd. is on the development of its self-researched GPU chip "7G100" and graphics card Lisuan eXtreme, which are aimed at various applications including personal computers, professional design, IPC, cloud gaming, cloud rendering, and digital twins [1] - Dongxin Co., Ltd. has invested 200 million yuan in Shanghai Lishuan, acquiring a 37.88% stake, and the 7G100 series GPU chip utilizes a self-developed TrueGPU architecture, with independent design from instruction set to computing core [1] - The company is also developing a WiFi7 chip that focuses on high bandwidth and low latency wireless transmission, currently in the research and development phase [1] Group 2 - To address cyclical fluctuations in the storage industry, Dongxin Co., Ltd. is focusing on an integrated approach of "storage, computing, and connectivity" by establishing a subsidiary, Yixin Tonggan, and investing in Shanghai Lishuan to enhance overall R&D capabilities and core competitiveness [1] - The company emphasizes independent research and development, particularly in small-capacity storage chips, and is advancing product process iterations while laying out an integrated strategy in "storage, computing, and connectivity" [1]