RISC-V测试验证平台的落地，将有效填补我国RISC-V产业标准化验证空白，加速RISC-V芯片在多领域 应用推广。随着创新中心的正式运营与各项合作的逐步落地，珠海也将加速构建具有国际竞争力的 RISC-V产业生态，在全球新一轮半导体产业格局重塑中抢占先机。 据介绍，双方将依托RISC-V测试验证创新中心，打造RISC-V领域"研发工具－研发验证－国产适配-中 试验证-应用推广"的全流程公共服务体系，建立完善的研发验证体系、整合优化基础工具链条、增强国 产软硬件适配能力、搭建高可靠场景的中试验证环境。 中心投入运营后，计划开展RISC-V芯片与人工智能、汽车电子等场景的兼容适配，推动超100款芯片在 各类应用场景落地。 此外，依托国家工信安全中心的资源优势，中心还将升级为华南地区领先的RISC-V行业咨询机构，为 上下游企业、创业团队提供技术咨询、业务对接、开发支持等服务，积极推进RISC-V技术的规模化应 用与产业落地，进一步补全大湾区RISC-V生态"拼图"。 国家工信安全中心中心主任蒋艳，广东省工信厅二级巡视员万淑萍，珠海市工信局局长姚蔚共同见证签 约。 破解生态瓶颈：三大平台构建产业闭环 诞生于20 ...

东软载波在互动平台表示，公司和阿里的合作重点是阿里达摩院授权RISC-V架构CPU，公司研发微控 制器芯片，共同推进RISC-V生态建设。 ...

Core Viewpoint - Beijing Junzheng, established in July 2005, has become a leading player in CPU design and has expanded into automotive, industrial, and medical markets through strategic acquisitions and product development [3][40]. Market Position - Beijing Junzheng ranks fourth globally and first in mainland China for automotive-grade niche DRAM and NOR Flash [4]. - The company holds the second position globally and first in China for SRAM, and ranks third globally for battery-class IP-Cam SoC [8][10]. Financial Performance - Revenue for Beijing Junzheng has shown a downward trend, with figures of RMB 54.12 billion in 2022, RMB 45.31 billion in 2023, and projected RMB 42.13 billion in 2024 [11][14]. - Net profit has also declined, from RMB 7.79 billion in 2022 to RMB 2.02 billion in the first half of 2025 [11][14]. Research and Development - The company employs 760 R&D personnel, accounting for approximately 64% of its total workforce, and has filed 792 patents [27][18]. - R&D expenses have fluctuated, with RMB 6.42 billion in 2022 and RMB 3.48 billion in the first half of 2025 [11][14]. Product Lines - Beijing Junzheng's product portfolio includes computing chips, storage chips, and analog chips, with a focus on high-performance, low-power solutions for AIoT and smart security applications [20][23]. - The company is advancing its RISC-V architecture to enhance its competitive edge in the market [23][40]. Customer and Supplier Relationships - The top five customers account for over 50% of total sales, with significant revenue contributions from major clients [28][29]. - The company maintains strong relationships with 18 wafer fabrication partners and 32 packaging and testing partners [34]. Strategic Goals - Beijing Junzheng aims to optimize its AI application product mix and expand its automotive-grade chip offerings, including the development of 3D DRAM technology [40][41].

Group 1: Company Overview - The main business of the company is chip design, and it does not involve military applications [2] - The company aims to become a leading industry player with sustainable and healthy development [3] Group 2: Market Performance and Challenges - The company's stock price is influenced by macroeconomic factors and market trends, and it is actively working to enhance its market value [2][3] - The company is aware of the competitive landscape, particularly with other chip stocks reaching new highs [2] Group 3: Technology and Product Development - The company has developed high-performance products, including the A733 chip, and is focused on continuous iteration based on customer needs [4] - The company has achieved mass production of 12nm chips and is advancing its process technology [5][6] Group 4: Collaborations and Industry Trends - The company is monitoring industry developments, including potential collaborations with major players like Huawei and Nvidia [3][4] - The company has developed multiple chip products based on the RISC-V architecture and has achieved large-scale production [6] Group 5: Future Directions - The company is exploring opportunities in the humanoid robot sector and has applications in products like robotic vacuum cleaners and quadruped robots [5] - The company plans to choose downstream target markets and product development based on operational needs [6]

Group 1 - Tesla's Model Y L orders for October are sold out, with delivery for new orders expected in November, indicating strong demand for the vehicle [1] - Huaxin Securities reports that Tesla's global production and sales data for Q2 2025 shows a recovery, although competition in the domestic market has increased [1] - Wuzhou Xinchun's bearings are now supplied to top five global manufacturers, including products used in Tesla and other electric vehicles [2] Group 2 - RISC-V architecture is seen as a significant breakthrough for future chip industry innovation, with Infineon planning to mass-produce RISC-V MCU products by 2028-2029 [3] - Haitong International believes RISC-V's transition to high-performance computing will reshape the competitive landscape of the chip industry [3] - Chengdu Huami has successfully launched a low-power RISC-V MCU, suitable for IoT and wearable devices [4] Group 3 - Meituan's AI Agent product "Xiao Mei" is set for public testing, designed to enhance local service experiences through natural language interaction [5] - IDC predicts the global AI Agent market will reach approximately $5.29 billion by 2024, with significant growth expected in the Chinese enterprise AI Agent application market by 2030 [6] - Companies like Zhongwen Online and Yidian Tianxia are developing AI Agent systems for marketing and public services, indicating a trend towards AI integration in various sectors [7] Group 4 - The photovoltaic industry is experiencing a shift towards price increases and production limits, with a focus on supply-side reforms to restore healthy market conditions [8] - Daqo New Energy is a leading player in the silicon material industry, with an annual production capacity of 305,000 tons of high-purity polysilicon [8] Group 5 - The People's Bank of China and Bank Indonesia have launched a bilateral currency settlement framework and QR code interoperability project, enhancing cross-border payment cooperation [9] - The CIPS system's improvements are expected to boost the efficiency of RMB cross-border clearing, benefiting payment service providers and financial IT service companies [9][10]

四、募集配套资金 芯原股份重组预案要点解读 一、交易方案概述 •交易标的：芯原股份拟收购芯来智融半导体科技（上海）有限公司97.0070%股权 •交易对方：芯来共 创、胡振波、芯来合创等31名交易对方 •支付方式：发行股份及支付现金相结合，同时募集配套资金 • 发行价格：106.66元/股（不低于定价基准日前20个交易日均价的80%） 二、标的公司情况 •芯来科技：成立于2018年，中国首批RISC-V CPU IP提供商之一 •主营业务：提供半导体RISC-V IP设 计、授权及相关服务 •行业地位：全球授权客户超300家，2024年CPU IP业务收入在中国RISC-V IP企业 中位居前列 •技术优势：2023年7月成为全球首家通过ISO 26262 ASIL-D级别汽车功能安全认证的RISC- V CPU IP公司 三、股份锁定安排 •一般锁定期：交易对方所获股份锁定期为12个月 •特殊情况：持股时间不足12个月的股东锁定期为36个 月 •私募基金优惠：符合条件的私募基金可享受6个月锁定期 •募集上限：不超过发行股份购买资产交易价格的100% •发行股数限制：不超过交易后总股本的30% •发 行对象： ...

公众号记得加星标⭐️，第一时间看推送不会错过。 Jim Keller 表示，Tenstorrent 正在建造一座特殊的电脑工厂，目标是生产所有现代高阶AI 电脑和高 性能处理器所需的零组件。一直以来，Tenstorrent 一直致力于打造高阶AI 电脑和具备大量IP 与技 术的高速CPU，如今产品已经开始出货，包括可扩展的Galaxy box 伺服器，以及为了回应客户抱怨 噪音而设计的水冷quiet box 等。此外，我们还推出了PCI Express卡，并刚开始向客户提供Eson TPU 作为IP。令人兴奋的是，还已经将AI 处理器出货给多家客户，其中包含LG，他们将AI 处理器 整合到电视芯片中。 于这些Tenstorrent 的成果，Jim Keller 强调自己是个任务导向的人，虽然长远来看也希望公司能够 赚 钱 。 但 更 重 要 的 是 要 有 一 个 使 命 ， 就 是 当 今 AI 世 界 正 在 彻 底 改 变 一 切 ， 随 处 都 可 见 对 「 千 兆 瓦」、「兆位元组」 产品的需求。但这一切都变得越来越大、越来越昂贵，而且很多技术是专有 的。尽管有些模型是开源的，但大部分仍然是封闭的 ...

2025年9月3日，金华市婺城区人民法院发布公告（案号：2025浙0702破37号），正式受理浙江清科半导体有限公司的破产清算申请。这一金华市曾投资20 亿元的"国产高端芯片产业基地"项目彻底失败，从2022年高调落地到2025年破产清算，仅仅历时两年。 回溯2022年，浙江清科半导体有限公司的"国产高端芯片赋能多业态融合应用产业基地项目"落地金华经济技术开发区，宣称要打造轻量SOC异构芯片， 以"芯片+物联网"为路径，一度被视为推动区域半导体产业发展的重要力量。可为何短短两年，这家公司就走到了破产清算的地步？ | 2025年9月5日 星期五 | 深化"四项建设" 保障"两个先行" | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 努力让人民群众任每一个司法案件中 | 语输入关键词 | | | | O | 登录 | | 图章到公本正义 | | | | | | | | | | | | | | 2 举报投诉 | | 法院概况 法院新闻 审务公开 | | 网站首页 | 诉讼服务 | 执行信息 | | 权威发布 | | 众 当前位置: 首页>法院公告> ...

Core Insights - Blue Core Computing has completed a new round of financing worth hundreds of millions, with participation from Turing Asset Management, Nianqing Capital, Fuzhuo Capital, and publicly listed Chuangli Group [1] - The company is set to become the first domestic RISC-V server CPU manufacturer to return chips this year, positioning itself in the leading tier of the industry [1] - Blue Core Computing focuses on RISC-V + AI architecture for high-performance server CPU research and design, with headquarters in Shenzhen and branches in Beijing, Shanghai, and Hong Kong [1] Financing and Investment - The recent financing round follows two previous rounds earlier this year, which raised several hundred million, led by Shenzhen Capital Group and Nanshan Innovation Investment [1] - The next round of financing is expected to close soon, indicating strong investor confidence and ongoing support for the company's growth [1] RISC-V Architecture - RISC-V architecture is characterized by its openness and modularity, driving a transformation in the global high-performance computing ecosystem [2] - The architecture allows for free use, modification, and expansion without patent fees, making it a flexible option for a wide range of applications [2] - RISC-V has achieved a milestone of 10 billion chips shipped in just 10 years, significantly faster than ARM and x86 [3] Market Potential - The global RISC-V chip shipment is projected to reach hundreds of billions by 2024, with China contributing over 50% [3] - By 2031, RISC-V chip shipments are expected to exceed 20 billion, penetrating various sectors including consumer electronics and automotive [3] - RISC-V is seen as a potential challenger to established architectures like ARM and x86, especially in the AI era [3] Cost Efficiency - Developing a 64-core server chip for mass production can cost around 750 million RMB, with IP licensing fees accounting for about one-third of the total cost [4] - Utilizing an open-source collaborative development model can save companies approximately 250 million RMB in development costs, reducing expenses by 33% [4] - Despite the promising outlook, challenges remain in the RISC-V industry, including the need for a richer software and hardware toolbox and the lack of benchmark cases [4]

Summary of Zhongke Lanyun's Conference Call Company Overview - **Company**: Zhongke Lanyun - **Industry**: Consumer Electronics, specifically focusing on Bluetooth audio products, smart wearables, and AI technology Key Financial Performance - **Q2 2025 Revenue**: 440 million CNY, up 3.83% YoY and 21% QoQ [1] - **Net Profit**: 86 million CNY, up 8.13% YoY and 92.10% QoQ [1] - **Net Profit Margin**: Close to 20%, up 7.18 percentage points QoQ [1][4] - **Non-GAAP Net Profit**: 74 million CNY, up 16.31% YoY and 101% QoQ [1][4] - **H1 2025 Revenue**: 810 million CNY, up 2.63% YoY [2] - **H1 2025 Net Profit**: 130 million CNY, down 2.61% YoY [2] - **R&D Expenses**: 75 million CNY, up 17.49% YoY [2] Product Performance - **Product Revenue Breakdown**: - Bluetooth Headphones: 60% of total revenue - Bluetooth Speakers: 18% - Smart Wearables: ~8%, up 40% YoY [1][5] - **High-End Products**: New BT897X and BT891X chips launched in June, contributing 14% to total revenue with a gross margin of 30-40% [1][6] - **Overall Gross Margin**: Improved across all product lines, with Bluetooth headphones at ~20%, speakers at 30%, and smart wearables also at 30% [7] Market Dynamics - **Market Challenges**: Slower growth in H1 2025 attributed to global consumer electronics market downturn and unfavorable consumption environment [1][8] - **Future Outlook**: Anticipation of a global consumption peak in H2 2025, with plans to launch new products and expand distribution channels [1][8] New Product Launches - **Upcoming Products**: AI glasses using the latest 896 chip, supporting real-time dialogue, translation, and voice recognition, expected to launch in September 2025 [10][17] - **Smart Toy Market**: Introduction of AI chips for smart toys, with expected launches in September 2025 [9] Strategic Investments - **Investments in GPU Companies**: Stake in domestic GPU firms, aiming for collaboration and potential investment returns from their IPOs [3][25] Technology and R&D - **RISC-V Architecture**: Full adoption of RISC-V architecture, offering advantages over ARM in terms of cost and optimization for IoT applications [3][22] - **Future R&D Plans**: Continuous product iteration and development across ten product lines, targeting high, mid, and low-end markets [26] M&A Strategy - **Acquisition Plans**: Focus on acquiring quality teams in the industry to enhance technological capabilities and performance growth [27] Conclusion - **Growth Expectations**: Zhongke Lanyun expects to maintain a growth trend into Q3 2025, driven by high-margin product launches and strategic market positioning [24]