Allwinner Technology (SZ:300458) Xin Lang Zheng Quan·2025-09-19 13:03Core Viewpoint - Zhuhai Allwinner Technology held an investor meeting on September 19, 2025, to address investor inquiries regarding the company's mid-year performance and future strategies [1][2]. Group 1: Company Overview - The company focuses on chip design and does not engage in military-related businesses [5]. - It has developed a serialized chip platform, launching high-performance products including the A733, and has achieved mass production of 12nm products [5]. Group 2: Collaboration and Market Position - The company is monitoring industry technology and application changes regarding potential collaborations with firms like Huawei and NVIDIA, and is actively working with Alibaba's T-head to develop multiple chip products based on the RISC-V architecture [5]. - Its chips are utilized in humanoid robots, including Xiaomi's bionic quadruped robot "Iron Egg" [5]. Group 3: Financial Performance and Future Goals - The company acknowledges that its stock price is influenced by macroeconomic factors and market conditions, and it aims to enhance its market value through operational excellence and seizing development opportunities [5]. - The corporate vision is to pursue excellence and become a sustainable industry leader, focusing on R&D investments based on customer needs to ensure continuous revenue and profit growth [5]. Group 4: Industry Policy Impact - The company is closely monitoring developments related to the U.S. integrated circuit sector, including the Ministry of Commerce's anti-discrimination investigation and the implications of not purchasing NVIDIA chips on its business [5].