Core Insights - Compal Electronics unveiled three new server platforms at GTC 2025, designed for enterprise-level AI, HPC, and high-load computing applications, built on NVIDIA MGX architecture [1][2][4] Product Overview - The SX420-2A and SX224-2A servers are powered by the NVIDIA RTX PRO™ 6000 Blackwell GPU, featuring 96GB of GDDR7 memory and a passively cooled thermal design, ensuring stable operation under extreme loads [3][7] - The SX220-1N server is designed for large-scale AI and HPC applications, utilizing the NVIDIA GH200 Grace Hopper™ Superchip and NVLink-C2C technology for enhanced memory speeds and bandwidth [4][7] Competitive Positioning - The new server platforms are positioned as highly competitive solutions in the industry, catering to the rigorous requirements of diverse data center applications [3][4] - Compal's innovative designs and technology advancements are expected to herald a new era in enterprise computing technology [4] Company Background - Founded in 1984, Compal is a leading manufacturer in the notebook and smart device industry, recognized as one of Taiwan's top manufacturers and consistently ranked among the Forbes Global 2000 and Fortune Global 500 companies [5]

Summary of Conference Call on ABF Substrate Market Industry Overview - The report focuses on the ABF substrate market, highlighting its potential growth driven by advancements in AI and high-performance computing (HPC) [1][2]. Key Market Insights 1. **Total Addressable Market (TAM)**: The global TAM is projected to grow from $37.2 billion in 2023 to $73.4 billion by 2030. - Breakdown: - PC CPUs account for 30% - Server CPUs account for 11% - Gaming GPUs account for 16% - AI GPUs are expected to rise from 11% in 2023 [1][2]. 2. **Serviceable Available Market (SAM)**: The reachable market in China is approximately ¥15 billion. - PC CPU shipments in China are estimated at 40 million units, with an ABF substrate price of ¥100 per unit, resulting in a market size of about ¥4 billion. - Server CPU shipments are around 7 million units, with an ABF substrate price of ¥300 per unit, leading to a market size of approximately ¥2.1 billion [1][2]. 3. **Serviceable Obtainable Market (SOM)**: The obtainable market is estimated at approximately ¥6.9 billion. - Breakdown: - H (¥1.5 billion): 1.3 million Ascend chips correspond to a demand for 1.3 billion ABF substrates. - I (¥4.6 billion): Domestic Intel server market share at 80% corresponds to a procurement demand of ¥1.6 billion, and PC market share at 75% corresponds to ¥3 billion. - N (¥800 million): Domestic H20 with 100,000 units corresponds to a demand for ¥800 million in ABF substrates [2]. Importance of ABF Substrates - ABF substrates are critical in bridging advanced process dies and PCB boards, representing the direction of high-performance computing development. - The demand for ABF substrates is expected to rise in both AI and robotics sectors, indicating a simultaneous increase in both volume and price [2].

Core Insights - The global wafer foundry industry is expected to see a nearly 10% quarter-on-quarter revenue increase in Q4 2024, reaching a new high of $38.48 billion, driven by advanced processes benefiting from emerging applications like AI servers and new flagship smartphones [2]. Group 1: Industry Overview - The report from TrendForce indicates a polarized development in the global wafer foundry industry, with advanced processes experiencing growth due to demand from AI servers and new smartphone platforms, while mature processes face declining demand [2]. - The leading company in the industry is projected to achieve a revenue of $26.85 billion in Q4 2024, marking a 14.1% increase and maintaining a market share of 67% [2]. Group 2: Competitor Performance - Samsung, ranked second, is expected to see a revenue decline of 1.4% to $3.26 billion in Q4 2024, with a market share of 8.1% [3]. - The third-ranked company is projected to achieve a revenue of $2.2 billion, reflecting a quarter-on-quarter increase of 1.7% and a market share of 5.5% [3]. - Other companies in the top ten include GlobalFoundries, Hua Hong Group, Tower Semiconductor, Vanguard International Semiconductor, Hefei Microelectronics, and Powerchip Semiconductor Manufacturing [4].

如果您希望可以时常见面，欢迎标星收藏哦~ 即使 Project Dare 确实具有潜在的 AI 用例，但它仍然非常专注于 HPC。该项目由欧洲高性能计算 联合组织 (EuroHPC Joint Undertaking) 资助，该组织是泛欧洲组织，曾为整个欧洲大陆的百亿亿 次级和百亿亿次级系统提供资金。共有 38 个不同的组织（详见下图右侧）联合起来，共同开发三种 不同的 RISC-V 计算引擎： 来源：内容 编译自nextplatform ，谢谢。 Dare 计划由巴塞罗那超级计算中心协调，该中心是基于 Arm 的 HPC 计算引擎的主要支持者之一， 并将利用之前欧洲处理器计划、 MEEP、 eProcessor、 EUPILOT和 EUPEX项目的经验，这些项 目都曾尝试创建本土计算，虽然它们以自己的方式取得了成功，但并没有真正起到太大作用。欧洲 的大多数 HPC 系统都基于英特尔、AMD 和 Nvidia 的引擎，这些公司均位于美国。从 Arm ISA 转 向 RISC-V ISA 不仅可以让欧洲潜在地降低在 HPC 和 AI 领域制造芯片的成本，还可以让欧洲与必 然会来的未来相交织，而不是试图追赶已经发 ...

Core Viewpoint - Longxun Co., Ltd. is experiencing significant growth in revenue and profitability, particularly in the automotive electronics sector, while maintaining stable gross and net profit margins [2][3]. Group 1: Financial Performance - In 2024, Longxun's revenue reached 466 million yuan, a year-on-year increase of 44.21%, with a net profit of 144 million yuan, up 40.62% year-on-year [2]. - The company's gross margin for the year was 55.48%, an increase of 1.48 percentage points, while the net margin was 30.99%, a decrease of 0.79 percentage points [2]. - In Q4 2024, the company achieved a record quarterly revenue of 132 million yuan, a year-on-year increase of 31.04% and a quarter-on-quarter increase of 18.45% [2]. Group 2: Business Expansion - Longxun is focusing on the automotive electronics sector, with a significant increase in market share for its bridge chips in automotive HUD and infotainment systems [3]. - The company has entered the full-scale promotion phase for its automotive Serdes chipsets and plans to establish an automotive chip division by the end of 2024 [3]. - Longxun is also expanding into AI and HPC markets, with a research and development investment of nearly 100 million yuan in 2024, accounting for 21.45% of revenue, which is a year-on-year increase of 34.14% [3]. Group 3: Product Development - The company is actively developing data transmission and processing chips for AI, HPC, and next-generation communication fields, with ongoing projects related to PCIe and USB protocols [3]. - Longxun has added a domestic wafer foundry to effectively control procurement costs, enhancing its production capabilities [3].

Core Viewpoint - Jim Keller, a legendary CPU designer, has joined the board of AheadComputing, a startup focused on developing breakthrough application processors based on the RISC-V architecture, indicating a strong potential for innovation in the CPU market [1][2]. Group 1: Company Overview - AheadComputing was founded by four former Intel engineers, including CEO Debbie Marr, and aims to create high-performance CPU cores, which is a key focus for major CPU developers like Apple, AMD, Intel, and Qualcomm [2][3]. - The founding team has extensive experience, having worked on multiple generations of Intel CPUs, including Nehalem and Haswell, and has contributed to the development of AI and GPU architectures [3]. Group 2: Funding and Development - AheadComputing recently secured $21.5 million in initial funding to develop a new microprocessor architecture aimed at handling workloads for AI, cloud computing, and edge devices [4]. - The company plans to expand its engineering team and accelerate the development of its core technologies with the new funding, which will significantly impact various industries such as mobile and industrial sectors [4].