Core Viewpoint - Chengdu Huami (688709.SH) is actively developing space computing capabilities and has established strategic partnerships to enhance its product offerings in high-performance computing and edge computing sectors [1] Group 1: Space Computing Deployment - The company has signed a strategic cooperation agreement with Suiruan Technology to collaborate in the fields of large models and high-performance GPU, with applications in model training, space computing, and edge inference [1] - The company has developed radiation-resistant FPGA products and is working on higher-performance edge computing chips, with a current offering of 16 Tops and a future target of 100 Tops [1] Group 2: Product Layout - The company has a range of products with radiation resistance capabilities, including the 8-bit 64G ultra-high-speed ADC (HWD08B64GA1) series, which can withstand radiation levels of 75 MeV, suitable for on-board AI real-time processing [1] - Ongoing research includes high-performance large-scale FPGAs with 100 million and 250 million gates, focusing on radiation-resistant features based on customer needs [1] Group 3: Client Collaboration - Key clients include state-owned enterprises such as the Aerospace Science and Technology Corporation and the Aerospace Industry Corporation, with products recognized and widely used in critical fields like electronics, communications, control, and measurement [1] - The company is unable to disclose specific collaboration details due to commercial confidentiality [1] Group 4: Market Expansion Plans - The company is committed to advancing technology research and market expansion, closely monitoring trends in cutting-edge technology and customer demands to explore potential application scenarios [1] Group 5: Product Mass Production - The company has developed a product line of FPGAs ranging from 5 million to 70 million gates, with AI computing capabilities of 16 Tops already in small-scale trials with specialized industry clients [1] - The 8-bit 64G ultra-high-speed ADC series and the 12-bit 6G high-precision ADC series have been tested in small batches for satellite-related customer system validation, with a 4-channel 12-bit 40GSPS ADC chip completing customer validation and receiving intent orders [1]

Core Viewpoint - Chengdu Huami (688709.SH) is actively developing its capabilities in space computing and high-performance GPU applications through strategic partnerships and product innovations [1] Group 1: Space Computing Deployment - The company has signed a strategic cooperation agreement with Suiruan Technology to collaborate in the fields of large models and high-performance GPUs, with applications in model training, space computing, and edge inference [1] - The company has developed radiation-resistant FPGA products and is working on higher-performance edge computing chips, with a current offering of 16 Tops and a future target of 100 Tops [1] Group 2: Product Layout - The company has a range of products with radiation resistance capabilities, including the 8-bit 64G ultra-high-speed ADC (HWD08B64GA1) series, which can withstand radiation levels of 75 MeV, suitable for on-satellite AI real-time processing [1] - Ongoing research includes high-performance large-scale FPGAs with 100 million and 250 million gates, focusing on radiation-resistant features based on downstream customer needs [1] Group 3: Customer Base and Partnerships - Core customers include state-owned enterprises such as the Aerospace Science and Technology Corporation and the Aerospace Science and Industry Corporation, with products recognized and widely used in critical fields like electronics, communications, control, and measurement [1] Group 4: Market Expansion Plans - The company is committed to advancing technology research and market expansion, closely monitoring cutting-edge technology trends and customer demands to explore potential application scenarios [1] Group 5: Product Mass Production - The company has established a product line of FPGA with gate counts ranging from 5 million to 70 million, with AI computing capabilities of 16 Tops already in small-scale trials with specialized industry clients [1] - The 8-bit 64G ultra-high-speed ADC series and the 12-bit 6G high-precision ADC series have been tested in small batches for satellite-related customer system validation, with a 4-channel 12-bit 40GSPS ADC chip completing customer validation and receiving intent orders [1]