今年年初DeepSeek大模型带来的智算时代突破，通过高效的模型架构设计和优化的算法实现，大 幅降低了AI对算力资源的严苛需求，因此，RISC-V芯片借AI的爆发迎来发展新契机，推动更多的 开发者投入到RISC-V的算力芯片开发中，使该技术成为AI时代数字基础设施的理想算力底座。 合见工软副总裁吴晓忠在采访中表示："目前整个RISC-V芯片领域，基本上都是中国企业在推进， 未来RISC-V芯片或成为中国芯片的崛起力量。国产三剑合并'RISC-V芯片+国产EDA+开源大模 型'将有望成为国家AI智算产业自主可控的核心方向。合见工软是国产数字EDA龙头企业，以本地 化的研发支持和创新的架构设计，和RISC-V芯片企业深度合作探索。本土EDA企业与国际EDA企 业对比具有天然优势，可以更贴近本土芯片企业需求，更灵活的支撑处理器芯片的验证效率与性能 提升需求，同时与DeepSeek开源大模型进行适配，应用AI智能平台探索芯片设计与验证的全周期 解决方案，进行技术的协同创新。" 如果您希望可以时常见面，欢迎标星收藏哦~ 在地缘政治格局剧烈变化的时代，美国的出口管制条例在持续遏制中国在高性能计算、先进 制造及设备、AI领 ...

Core Viewpoint - Huawei's HiSilicon has launched RISC-V architecture chips, indicating a shift from ARM and signaling the beginning of a new strategic phase for the company [1][2][4] Group 1: RISC-V Chip Launch - HiSilicon released two RISC-V chips, Hi3066M and Hi3065P, aimed at smart home appliances and industrial applications, respectively [2][3] - Hi3066M is designed for low-power AI applications in home appliances, while Hi3065P targets high-performance control in industrial settings [2][3] Group 2: Challenges Ahead - RISC-V faces challenges in software ecosystem development, with a lack of tools compared to x86 and ARM, which may hinder its adoption in AI and cloud computing [2][3] - Performance issues in high-performance computing scenarios, such as AI model training, need to be addressed for RISC-V to compete effectively [3] - Multi-core synchronization and communication efficiency are critical areas that require improvement to enhance overall performance [3] Group 3: Implications for Huawei - The launch of RISC-V chips reflects Huawei's response to the limitations imposed by ARM's licensing restrictions, which have stifled innovation and performance upgrades [4][5] - Huawei's reliance on outdated ARM architecture has led to performance issues in its Kunpeng CPUs, affecting market competitiveness [4][5] - The transition to RISC-V may represent Huawei's only viable path forward, given the challenges faced with ARM [5][6] Group 4: Ecosystem Impact - Shifting to a new chip architecture will significantly impact Huawei's existing software and application ecosystem, potentially leading to losses for upstream and downstream partners [6][7] - The transition poses risks of disrupting the established ecosystem, as previous investments in ARM-based development may not be transferable to RISC-V [6][7] - The RISC-V ecosystem is still developing, and Huawei must work to build a robust support system for developers and partners to ensure a smooth transition [7]

Summary of Conference Call Notes Industry Overview - The conference call discusses the AIoT (Artificial Intelligence of Things) sector, focusing on the development of smart hardware and the potential of domestic System on Chip (SoC) solutions [1][3]. Key Points and Arguments - **Audio as a Key Component**: Audio is highlighted as a crucial medium for high-frequency information interaction, driving innovation in edge AI products through technologies like voiceprint recognition and intelligent noise reduction [1][4]. - **RISC-V Architecture**: The RISC-V architecture is emphasized for its independence, scalability, and cost advantages, with projections indicating that SoCs equipped with RISC-V processors could exceed 20 billion by 2024 and 200 billion by 2031 [1][7]. - **Bluetooth Technology Advancements**: The release of Bluetooth 5.2 and LE Audio addresses issues like dual-ear connectivity and power consumption, enabling simultaneous connections to multiple audio devices, which enhances application scenarios in wireless audio and smart home devices [1][12]. - **Market Growth Projections**: Global shipments of Bluetooth audio transmission devices are expected to grow from 940 million in 2023 to 1.3 billion by 2028, with data transmission devices projected to reach 1.91 billion and location service devices 563 million by the same year [1][14]. - **AI-Enhanced SoCs**: The integration of neural processing units (NPU) and microcontroller units (MCU) in AI-enhanced SoCs is discussed, highlighting their role in enabling real-time inference and decision-making capabilities in various smart devices [3][6]. Additional Important Content - **Emerging Companies**: Companies such as Rockchip, Allwinner Technology, and others are identified as potential beneficiaries of hardware upgrades and the increasing penetration of smart terminals [4][18]. - **Differences Between SoC and MCU**: SoCs integrate multiple components for complex tasks, while MCUs focus on basic control functions, indicating their respective applications in advanced and simpler devices [6]. - **AI Smart Terminal Development**: The growth of AI smart terminals, including AI glasses, toys, smartwatches, and robotic vacuums, is noted, with advancements in chip technology providing the necessary computational support [17]. - **Investment Recommendations**: Investors are advised to focus on companies that are likely to benefit from the trends in hardware upgrades, power optimization, and increased demand for edge AI computing [18].

Core Insights - The fifth RISC-V China Summit will be held from July 16 to 19, 2025, in Shanghai, featuring a main forum, nine vertical sub-forums, five workshops, and a 4,500 square meter technology exhibition area, attracting hundreds of companies, research institutions, and open-source technology communities [1] Group 1: Siemens EDA and Debugging Solutions - Siemens EDA introduced Tessent UltraSight-V, a debugging and tracing solution specifically designed for RISC-V systems, addressing inefficiencies and high costs associated with traditional debugging methods [4] - Tessent UltraSight-V offers comprehensive end-to-end debugging and tracing capabilities, supporting various communication interfaces and mainstream development environments, significantly enhancing debugging efficiency [4][5] - Key features include efficient debugging functions, advanced tracing capabilities, scalability for single-core to multi-chip designs, and integration with UVM verification environments [5] Group 2: Chipmunk Technology and Simulation Optimization - Chipmunk Technology presented the "Near Cycle Model," a SystemC-based CPU modeling technology aimed at optimizing the simulation accuracy and performance of RISC-V processors [7] - The model integrates cycle information into simulations, significantly improving accuracy and enabling precise software performance evaluations, addressing limitations of traditional RISC-V simulation tools [7][8] - The technology supports seamless integration with third-party virtual platforms, allowing users to customize and deploy simulation configurations quickly [8] Group 3: Andes Technology and Custom Instruction Development - Andes Technology showcased the ACE framework and AndesCycle simulator to accelerate the development of custom instructions for RISC-V architecture [9] - The ACE framework simplifies the design process by allowing developers to generate hardware RTL code from two design files, enhancing development efficiency [11] - The AndesCycle simulator provides detailed instruction cycle analysis, helping developers identify and optimize performance bottlenecks, with real-world applications demonstrating significant performance improvements [12]

Core Viewpoint - The article discusses the evolution of chip architectures, highlighting the rise of RISC-V as a new engine for transformation in the global chip industry, particularly in the context of AI and IoT, due to its open-source, simplified, and cost-effective nature [1][2]. Group 1: RISC-V's Current Status and Challenges - Despite the growing interest in RISC-V for high-performance applications, there is a lack of benchmark products that can compete with ARM and x86 architectures [2][3]. - The first-tier RISC-V products, such as SiFive's P870-D and others, still lag behind mainstream ARM and x86 offerings in terms of performance [2][3]. - The absence of high-performance RISC-V chips may hinder the development of a robust software ecosystem, as developers are less inclined to invest in a less popular architecture [2][3]. Group 2: Key Developments and Innovations - Knowledge Computing has introduced the "Archimedes" series of CPUs, which aim to integrate general computing and AI inference capabilities efficiently [6][15]. - The new RISC-V CPU core is positioned among the top-tier high-performance CPUs, capable of matching the performance of leading ARM and x86 products [7][14]. - The CPU core supports a wide range of RISC-V extensions and is designed to provide a complete software stack, including tools and operating systems, to facilitate easier adoption [9][12]. Group 3: Market Strategy and Ecosystem Development - Knowledge Computing is focusing on specific application scenarios, such as edge servers and AI model inference, to drive the adoption of RISC-V and build a more robust ecosystem [21][22]. - The company aims to establish benchmark products that can attract more developers and partners to participate in the RISC-V ecosystem, thereby enhancing market confidence [28][26]. - The strategy emphasizes collaboration over competition among domestic manufacturers to strengthen RISC-V's position in the global market and enhance its standard-setting capabilities [34][35].

Group 1: US Market Performance - Strong retail sales data and a decrease in initial jobless claims led to a rise in the US dollar and stock market, with the S&P 500 and Nasdaq closing at new highs [1][2] - The S&P 500 index rose by 0.54%, the Dow Jones increased by 0.52%, and the Nasdaq gained 0.74% [2] Group 2: Company Earnings and Stock Movements - Netflix's stock dropped by 2% after its earnings report, while PepsiCo's shares rose by 7.4% [3] - Microsoft and Nvidia both saw approximately 1% increases in their stock prices [3] - TSMC reported better-than-expected earnings, with its ADR rising by 3.38%, marking three consecutive days at historical highs [3] Group 3: Bond and Commodity Markets - The 2-year US Treasury yield rose by over 3 basis points, while the dollar appreciated by 0.33% [4] - Gold prices fell by over 1.1% before rebounding, ultimately closing down by 0.28% [5] - Oil prices initially dropped but later increased, with US crude rising nearly 2% from its daily low [5] Group 4: AI and Technology Developments - Nvidia's VP announced plans to port CUDA to the RISC-V architecture, indicating strong demand for AI chips [12][16] - TSMC's Q2 net profit surged by 61%, exceeding expectations, with a projected sales growth of about 30% for the year [12] Group 5: Investment Strategies and Market Trends - Dongfang Securities noted that the Shanghai Composite Index has remained above 3500 points for six trading days, indicating a potential upward trend in the market [13] - The technology sector, particularly AI, robotics, and semiconductors, is expected to remain a long-term focus for investors [13] Group 6: Industry-Specific Developments - Chongqing issued a plan to cultivate the recycling industry for new energy vehicle batteries, aiming for a 90% coverage rate by 2027 [9] - Shanghai's health departments released guidelines to promote the transformation of scientific achievements in medical institutions [10] Group 7: New Financial Products - Huaxia Fund (Hong Kong) launched two tokenized money market funds, including the world's first RMB tokenized fund [11]

Market News - The three major US stock indices closed higher, with the Nasdaq rising by 0.74% and the S&P 500 increasing by 0.54%, both reaching new closing highs; the Dow Jones rose by 0.52% [1] - Major tech stocks mostly increased, with Microsoft and Nvidia up approximately 1%, while Tesla fell by 0.7% [1] - Chinese concept stocks also saw gains, with the Nasdaq Golden Dragon China Index rising by 1.23%; NIO surged over 7%, Li Auto over 6%, and JD.com over 3% [1] - International oil prices rose significantly, with WTI crude oil up 1.72% to $66.31 per barrel and Brent crude oil up 1.55% to $69.58 per barrel [1] Industry Insights - The US House of Representatives passed the "Genius Act" aimed at significant legislative reform for cryptocurrency regulation, with a vote of 308 in favor and 122 against [2] - The "Clarity Act," which aims to establish a broader regulatory framework for digital assets, was also passed with a vote of 294 in favor and 134 against [2] - A seminar on stablecoins and industrial digital assets was held by the China Industrial Internet Research Institute, discussing regulatory policies and the integration of stablecoins with industrial internet [3] - The human-shaped robot industry is expected to see a cumulative demand of about 2 million units by 2030, with significant market potential emerging [4] - The RISC-V architecture is rapidly gaining traction, with a projected compound annual growth rate of over 40% for product shipments by 2030 [6] Company Updates - Several companies announced plans for share reductions, including Huasheng Lithium Battery, which plans to reduce up to 2.24% of its total shares, and Red Wall Co., which plans to reduce up to 3% [7][8] - Companies like Yutai Micro and Stada Semiconductor also announced share reductions, with Yutai Micro planning to reduce up to 3% of its total shares [7][8]

Group 1 - Alibaba Group's Vice President, Qi Xiaoning, announced that RISC-V high-performance computing products are accelerating towards industrial application [1] - NVIDIA is actively working on porting CUDA to the RISC-V architecture, aiming to provide complete CUDA acceleration capabilities for RISC-V platforms in the future [1] - RISC-V's open-source nature allows individuals and companies to freely design, manufacture, and sell chips and software based on its architecture, providing a cost-effective and highly customizable solution for chip developers [1] Group 2 - RISC-V architecture shows broad application prospects in various industries, including IoT, artificial intelligence, edge computing, automotive electronics, and aerospace [1] - The RISC-V chip market in China is estimated to reach approximately $1.7 billion in 2023, with projections to grow to about $25 billion by 2030, reflecting a compound annual growth rate of 47.9% [2] - The processor shipment volume based on RISC-V is expected to grow at nearly 50% annually from 2024 to 2030, with RISC-V processors projected to capture nearly a quarter of the global market by 2030 [2] Group 3 - The China RISC-V Industry Alliance is chaired by Chipone Technology, with members including Beijing Junzheng, Aojie Technology, Horizon Robotics, Fudan Microelectronics, and others [3]

Core Insights - The fifth RISC-V China Summit was held in Shanghai, highlighting the collaboration between NVIDIA and RISC-V since 2017, with NVIDIA's RISC-V-based integrated MCU products achieving a shipment of 1 billion units [1] - NVIDIA aims to port its CUDA platform to the RISC-V architecture, which is expected to enhance the performance and efficiency of RISC-V applications [1][2] - RISC-V has made significant progress in recent years, with at least 10 new specifications approved since 2022, and support for over 75 mainstream software packages, including Linux [2] Group 1 - NVIDIA's hardware engineering VP emphasized the importance of CUDA's migration to RISC-V, which includes a toolkit and drivers essential for software compatibility [2] - The RISC-V ecosystem is crucial for further development, requiring foundational work from RISC-V organizations and ecosystem partners [2] - NVIDIA's business focus is on accelerated computing across various architectures, including x86, Arm, and RISC-V, providing users with the freedom of choice [2] Group 2 - CUDA is expected to assist RISC-V servers in achieving acceleration through NVIDIA's communication processors, indicating a comprehensive hardware solution from software to hardware [3] - The transition to RISC-V will involve significant collaborative efforts from the ecosystem and partners, alongside the integration of CUDA [3]

Important Market News - The Ministry of Finance issued a notice on July 11 to guide insurance funds towards long-term stable investments, establishing a long-cycle assessment mechanism for state-owned commercial insurance companies starting from the 2025 performance evaluation. This is expected to bring trillions of yuan in incremental funds to the A-share market, enhancing market resilience and promoting a value investment atmosphere [1][1]. - On July 13, the Shanghai Stock Exchange released self-regulatory guidelines for the Sci-Tech Innovation Board, officially including 32 unprofitable companies into the Sci-Tech Growth Layer. This aims to support technology companies with significant breakthroughs and broad commercial prospects, despite currently being unprofitable [1][1]. Industry Insights - The Ministry of Industry and Information Technology released the 2025 work points for the integration of information technology and industrialization, emphasizing the development of key integration technologies and supporting the high-quality development of basic and industrial software. The focus is on AI-enabled new industrialization and the promotion of industrial intelligence [2][2]. - The price of DDR4 DRAM has doubled in the past six months, with recent price increases of about 20% by SK Hynix. This price surge is driven by recovering market demand and supply-side adjustments, with significant price increases expected for various applications in the third quarter [3][3]. - The fifth RISC-V China Summit will be held from July 16 to 19, 2025, in Shanghai, attracting around 2,000 professionals. RISC-V architecture is rapidly gaining traction due to its open-source nature and flexibility, with a projected compound annual growth rate of over 40% in product shipments by 2030 [4][4]. Stock Movements - Qilu Bank announced a plan for a major shareholder to reduce its stake by up to 1.1% through block trading [5][5]. - Saikexide and Zhongci Electronics also announced plans for their shareholders to reduce stakes by up to 1% through various trading methods [5][5]. - Defu Technology's shareholders plan to reduce their holdings by up to 3.4% within three months following the announcement [6][6].