芯原与谷歌联合推出开源Coral NPU IP 构建边缘AI生态系统

Group 1 - The core point of the news is that Chipone Technology (688521.SH) has announced a collaboration with Google to launch the Coral NPU IP, aimed at always-on, ultra-low power edge AI applications, enhancing the development of a robust edge AI ecosystem [1][2] - The Coral NPU is built on the RISC-V open instruction set architecture and supports mainstream machine learning frameworks, making it suitable for wearable devices and pervasive sensing systems [1][2] - Chipone is developing a verification chip based on the Coral NPU IP for applications such as AI/AR glasses and smart home devices, accelerating the deployment of large language models at the edge [2] Group 2 - In Q3 2025, Chipone achieved a record revenue of 1.281 billion yuan, marking a quarter-on-quarter increase of 119.26% and a year-on-year increase of 78.38% [2] - The company signed new orders worth 1.593 billion yuan in Q3 2025, a significant year-on-year increase of 145.80%, with approximately 65% of these orders related to AI computing [3] - For the first three quarters of 2025, new orders totaled 3.249 billion yuan, surpassing the total new orders for the entire year of 2024 [3]