Summary of Conference Call Records Company and Industry Overview - The conference call discusses two companies: 新股份 (New Shares) and 翱捷科技 (Aojie Technology) in the semiconductor and AI technology sectors [1][6]. Key Points and Arguments Financial Performance - 新股份 reported a 50% quarter-over-quarter revenue growth in Q2 2025, with volume business revenue increasing by 80% and year-over-year growth exceeding 10% [1][3]. - The company achieved a record high in orders, reaching 3 billion yuan in Q2, an increase of 600 million yuan from Q1, with 90% of orders coming from customized business [2][3]. - The company anticipates a revenue increase of over 30% for the year, driven by strong demand in the IoT chip market and a growing order book [3][11]. AI and Chip Technology - 新股份 is actively investing in AI, with plans to launch leading domestic computing power products by early 2026, utilizing chiplet technology and multi-chip packaging [1][5]. - The company is also seeking to integrate resources by identifying advantageous IP companies, such as those related to SARS IP and RISC-V [5]. ASIC Business Development - The ASIC sector is seeing increased demand, particularly from AI-related products and customized needs from Qualcomm wearable devices and Rispify [7][8]. - Significant growth in ASIC revenue is expected in 2026, supported by platform advantages and a mature supply chain [8]. Mobile SoC Business - The company shipped over 1 million units of 4G quad-core products last year, with expectations for a significant increase in shipments this year [9]. - The second-generation 6nm 4G octa-core chip is set to be introduced to clients by the end of the year, enhancing AI edge computing capabilities [9]. IoT Communication Sector - The IoT chip market is experiencing strong demand, with rapid growth in shipments and some products facing shortages [10][11]. - The company expects continued upward demand adjustments in the second half of the year, contributing to an overall revenue increase of over 30% [11]. Future Outlook - All three core businesses—ASIC customization, mobile SoC, and IoT communication—are showing high growth potential, positioning the company for a revenue growth phase and potential profitability [12]. - The domestic ASIC market share is expected to rise from a very low base to 11-20%, providing further growth opportunities [12]. Additional Important Insights - The company has been actively recruiting high-quality talent to support project development amid increasing demand [3][4]. - The successful development of a cloud computing big data platform by 翱捷科技, leveraging 3D wafer stacking technology, has contributed to its stock price increase and is seen as a significant growth direction beyond its main business [6].

新元股份在 2024 年和 2025 年的业绩表现如何？ 芯原股份 20250429 摘要 • 新元股份 2025 年第一季度收入达 3.9 亿元，同比增长显著，在手订单 24.56 亿元创历史新高，连续四个季度订单超 20 亿元，显示出强劲的增 长势头。 • 公司推进定增计划以补充资本和研发资源，明确云侧生成式 AI 和高端智慧 驾驶为两大战略赛道，旨在提升核心竞争力，驱动未来发展。 • 新元股份在深层次人工智能领域拥有 82 个客户、142 款芯片，出货超 1 亿颗，并推出支持 Deep Sick 的新 IP；智慧汽车领域，GPU 已应用于全 球千万辆汽车仪表盘。 • 公司在可穿戴设备领域为国际大厂定制功耗领先的 AI 眼镜，并有 20 多家 智能手表采用其 IP，进一步证明其技术实力。 • 新元股份坚持轻资产运营，以人才为核心竞争力，研发人员占比 90%，硕 士以上学历占比 89%，并大规模招聘 985/211 高校毕业生。 • 公司 IP 业务全球排名第八，种类排名第二，拥有 1,600 多个模拟和射频 IP，以及 445 种客户应用，技术优势显著。 • AI 技术在芯片设计中的应用比例已达 40%， ...