Industry Overview - The GPU product market has significant growth potential, particularly in the rapidly developing artificial intelligence (AI) computing sector [2] - The company is projected to capture approximately 1% of the domestic AI chip market share in 2024, benefiting from the accelerating trend of domestic substitution [2] Company Performance - The company has demonstrated strong technical advantages and product competitiveness, leading to widespread application of its products across major downstream industries in AI [2] - There is a continuous repurchase from existing customers and ongoing acquisition of new clients, contributing to rapid revenue growth [2] - The company has a robust order backlog and ample potential business opportunities, indicating a healthy growth trajectory [2] Business Strategy - The company is focusing on various types of computing power base customers while actively expanding into internet and telecommunications sectors, which has started to yield positive results [2] - The internet and telecommunications sectors are expected to become significant growth drivers for the company's future business [2]
沐曦股份：公司2024年国内AI芯片市场份额约占1%