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涛涛车业(301345) - 301345涛涛车业投资者关系管理信息20250611
2025-06-11 09:42
Group 1: Production Capacity and Sales Performance - The company's Vietnam factory has completed key processes such as frame forming, surface treatment, and power assembly, with ongoing capacity improvements to meet U.S. market demand [1] - The sales of electric golf carts are currently performing well despite a significant decline in exports to the U.S. due to anti-dumping investigations, attributed to increased brand recognition and a strengthened dealer network [1] Group 2: Market Expansion and Product Development - Sales in non-U.S. markets are showing an overall growth trend, primarily driven by the expansion of all-terrain vehicle sales, with plans to enhance R&D and sales channels for broader product offerings [2] Group 3: Robotics Industry Engagement - The company is considering entering the robotics industry, recognizing the vast market potential driven by technological advancements, while ensuring that its core operations remain unaffected [3] - RevEdge Inc., the company's U.S. subsidiary, has signed a $2 million investment agreement with K-Scale Labs, focusing on developing an open-source robotics AI platform, aiming to integrate manufacturing and technology resources in the humanoid robotics sector [3] - The investment in the robotics sector carries uncertainties due to the complexity of technology and competitive landscape, urging investors to exercise caution [3]
万字长文:官方解读RISC-V
半导体芯闻· 2025-05-22 10:40
如果您希望可以时常见面,欢迎标星收藏哦~ 2010年5月,加州大学伯克利分校的学生安德鲁·沃特曼(Andrew Waterman)给他的教授们 发了一封电子邮件。在为一个为期三个月的项目试用了几个月不同的教学方法后,他得出了 一个结论: 他们应该让濒临死亡的微处理器架构DEC Alpha复活。 "我看不出我们能创造出什么新东西,"沃特曼说。"这跟ISA设计无关——这本身就是一项激 发智力、富有创造力且技术性的任务。但要开发编译器、操作系统,移植一大堆软件?我认 为这是一项耗资数十亿美元的工程,远远超出了少数学者的理解范围。" 然而,对于克尔斯特·阿萨诺维奇(Krste Asanović )教授来说,原则高于偏好:现有的任何ISA 都无法满足他们的需求。"在我看来,别无选择,"阿萨诺维奇说。"Alpha速度很快,但架构上存 在很多问题。我不想要那些包袱。" Asanović 推测,该团队在令人望而却步的商业 ISA 和限制较少但存在缺陷或正在衰落的 ISA 之 间徘徊了太久。摩尔定律正在放缓,登纳德缩放定律即将终结,这要求专业化、定制化和并行化。 为此,他们需要一个全新的开始。 Asanović、Waterma ...
RISC-V十五年,势不可挡
半导体行业观察· 2025-05-21 01:37
Core Insights - RISC-V has emerged as a significant open-source instruction set architecture (ISA) that has gained traction in both academic and commercial sectors, driven by its flexibility and openness [2][4][9]. Group 1: Development and Adoption - The initial discussions among the team at UC Berkeley led to the acceptance of the risks associated with developing a new RISC architecture, which ultimately resulted in the creation of RISC-V [2][4]. - RISC-V's success is attributed not only to its technical advantages but also to its innovative business model that emphasizes openness and accessibility [5][7]. - The first version of the RISC-V instruction manual was released in May 2011, and the architecture quickly gained attention beyond academia, leading to its adoption in various commercial applications [5][10]. Group 2: Industry Engagement - The RISC-V community saw significant industry interest, with numerous companies participating in workshops and expressing a desire for open ISAs, highlighting the demand for flexibility in commercial ISAs [7][10]. - Major companies like NVIDIA announced plans to adopt RISC-V for critical internal functions, marking a pivotal moment for the architecture's acceptance in the semiconductor industry [9][10]. - The establishment of the RISC-V Foundation in 2015 aimed to promote the ISA's openness and prevent fragmentation, ensuring its sustainability and growth in the industry [15][16]. Group 3: Academic Integration - Academic institutions began to embrace RISC-V as a teaching architecture, with many universities converting their course materials to incorporate RISC-V [12][13]. - The collaboration between ETH Zurich and the University of Bologna on the PULP project exemplifies the academic interest in RISC-V, leading to the migration of cores to RISC-V for enhanced community engagement [13][14]. Group 4: Global Expansion - RISC-V has gained international traction, with countries like Brazil and India adopting it as a core computing architecture, reflecting its significance in national computing strategies [23][25]. - The RISC-V International Association was established to facilitate global collaboration and promote the architecture as a neutral platform for open computing [21][23]. Group 5: Future Directions - RISC-V is positioned to play a crucial role in various sectors, including automotive and aerospace, due to its modular and customizable design, which allows manufacturers to adapt quickly to changing needs [39][41]. - The architecture's potential in high-performance computing (HPC) is being explored, with ongoing projects demonstrating its capabilities in this domain [36][41]. - The focus on artificial intelligence (AI) and machine learning (ML) is expected to drive further adoption of RISC-V, as it allows for tailored designs that meet specific computational demands [30][34].
三星、高通自研RISC-V
半导体行业观察· 2025-04-04 03:46
如果您希望可以时常见面,欢迎标星收藏哦~ 来源:内容来自 sammyfans ,谢谢。 据报道,高通和三星正在开发自己的定制 RISC-V 内核,以避开与 ARM 架构相关的高额许可费 用。 据报道,ARM 的灵活访问计划起价为每年 75,000 美元,适用于有限用途,而对于更广泛的应用, 成本会迅速增加。对于每年出货数百万芯片的高通和三星来说,这些费用很快就会增加。 X 泄密者 Jukanlosreve在最近的帖子中 声称,高通和三星正在分别开发定制的 RISC-V 内核,以降 低 ARM 许可成本。 RISC-V 是一种用于设计 CPU 内核的开源架构。鉴于 SoC 已达到饱和状态,这两家公司打算避免 与 ARM 相关的高额许可费用。 | "半导体行业观察"交流群 | | | | | --- | --- | --- | --- | | LE FREE | 扫码添加小助手微信,注明:加群+姓名+公司名称 | | | | · RISC-V群 · Al群 · ● 先进封装群 | | ● 汽车电子群 | | | · Chiplet群 ● 硅光群 ● 设备材料群 | ● 功率半导体/三代半群 | | | | 获取行 ...