Core Insights - DaoTech announced that its investee company, Chipenson, is progressing as planned with the development of its second-generation APU products, expected to enter the tape-out phase by the end of this year or early next year [3] - The APU products from Chipenson demonstrate a computational speed improvement of 1-3 orders of magnitude and a power consumption reduction of 2-3 orders of magnitude compared to traditional CPU/GPU systems, with no direct competitors in the non-Von Neumann architecture domain for atomic scientific computing acceleration [3] - The HeXi Atomic Computing Center, a joint venture between DaoTech and Chipenson, aims to be the world's first large-scale computing center focused on atomic-level scientific calculations, with a registered capital of 50 million yuan, where DaoTech holds an 80% stake [4] Company Developments - DaoTech is actively involved in the preliminary government approval, engineering design, equipment selection, and infrastructure setup for the HeXi Atomic Computing Center, with plans to establish 200 units by the end of this year and a total of 1,000 units in the future [3][4] - The center is positioned to support enterprises in their digital transformation by providing robust computing power, leveraging DaoTech's material research data and industry experience alongside Chipenson's APU chip and server technology [4]

Core Viewpoint - The company, Daoshijishu, highlights the advancements of its investee company, Chip Pei Sen, in server core computing units, emphasizing significant performance improvements over traditional CPU architectures [1] Group 1: Technology Advancements - The server core computing unit developed by Chip Pei Sen utilizes APU and a non-Von Neumann architecture, enabling high-speed calculations for molecular dynamics (MD) and density functional theory (DFT) [1] - Compared to traditional CPU architectures, the computing speed is enhanced by three orders of magnitude for MD and two orders of magnitude for DFT, while also demonstrating lower power consumption than conventional servers [1] Group 2: Business Applications - Chip Pei Sen has a clear commercial application plan and is currently engaging with key enterprises and research institutions in the fields of humanoid robotics and new energy materials [1] - The company advises stakeholders to refer to Chip Pei Sen's external disclosures for specific progress updates [1]

Summary of the Conference Call for Dow's Technology and New Bessen Company and Industry Overview - **Company**: Dow's Technology - **Industry**: Advanced Materials and Computing Technology Key Points and Arguments Production and Financial Performance - Dow's Technology expects significant growth in cathode copper shipments, increasing from 40,000 tons in 2023 to nearly 70,000 tons by the end of 2024 [2][3] - The net profit attributable to shareholders for the first half of 2025 is projected to be between 220 million to 240 million, representing approximately 100% year-on-year growth, primarily driven by the strategic resources department and the expansion of cathode copper production [3] Collaboration with New Bessen - Dow's Technology and New Bessen established the Guangdong Heqi Atomic Computing Center to leverage New Bessen's APU computing power for accelerating the R&D of key materials such as single-walled tubes, silicon-carbon anodes, and solid-state electrolytes [2][4] - The center aims to enhance R&D efficiency, significantly reducing the development cycle from years to months and lowering labor costs [4] APU Technology and Market Potential - New Bessen's APU chips, based on a non-Von Neumann architecture, overcome traditional storage wall bottlenecks, significantly improving computational speed and reducing power consumption [6] - The APU is expected to capture a substantial share of the supercomputing service market, estimated to reach 46.6 billion yuan in 2025, with a compound annual growth rate of about 20% [9][20] - The potential market for digital twin applications in materials R&D could reach hundreds of billions, driven by the APU's ability to enhance computational capabilities [9][21] Applications and Advantages of APU - The APU is designed for atomic-level scientific calculations, providing significant speed improvements over traditional CPUs and GPUs, thus enhancing research efficiency in various fields, including biochemistry and drug development [12][13] - The APU's lightweight design allows for high-performance computing with lower hardware resource consumption, creating a strong technological barrier and intellectual property protection [22] Transition and User Experience - Transitioning from traditional CPU/GPU to APU is designed to be seamless, requiring minimal changes in existing scripts, thus lowering the barrier for users [15][16] - The APU can be integrated into existing systems without the need for a complete ecosystem overhaul, facilitating easier adoption by research institutions and companies [16] Future Developments and Impact - The second-generation APU, expected to launch in 2026, will further enhance performance, potentially transforming the materials R&D paradigm by reducing reliance on expensive experimental methods [20][21] - The introduction of quantum computing in carbon nanotube research has significantly improved quality parameters and reduced development costs, showcasing the APU's impact on efficiency [23] Energy Efficiency and Sustainability - The new computing center aims to address speed and energy consumption issues, achieving significant energy efficiency improvements through an integrated storage-computation chip architecture [27] Strategic Vision - The joint venture, Guangdong Heqi, is structured with Dow's Technology holding 80% and New Bessen 20%, with plans for potential nationwide expansion based on market conditions [17] Additional Important Insights - The APU's application in various fields, including environmental science and geology, highlights its versatility and potential for broad industry impact [12][13] - The focus on physical AI and its integration with atomic-level simulations aims to revolutionize material design and optimization processes [25][26]