Group 1 - The semiconductor ETF (159813.SZ) increased by 1.28% as of June 30, with key components such as Cambrian (up 3.79%), Northern Huachuang (up 2.37%), and others showing positive performance [1] - Longxin Technology launched the 3B6000M/2K3000 terminal and industrial control CPU, featuring 8 LA364E processor cores with a clock speed of 2.5GHz, achieving a SPEC CPU2006 single-core score of 30, and supporting 4K video processing at 60 frames per second [1] - The integration of the second-generation self-developed GPGPU core and independent hardware codec module enhances the 4K video processing capabilities of the new CPU [1] Group 2 - Guojin Securities noted that with the increase in domestic AI chip production capacity and the reintroduction of Nvidia's special edition chips for China, capital expenditure growth among internet companies is expected to continue, with domestic AI chip shipments projected to exceed 820,000 units in 2024, a year-on-year increase of 310% [2] - The semiconductor industry is experiencing a shift in supply-demand dynamics, particularly in the chip segment, as highlighted by Tianfeng Securities, which emphasized that chip costs account for the highest proportion (32%) in the switch industry, directly impacting data processing capabilities [2] - The technological upgrades of Ethernet switch chips are crucial for enhancing the efficiency of computing networks, indicating ongoing advancements in the semiconductor supply chain [2]

Core Viewpoint - The article emphasizes the importance of developing a self-controlled and secure information technology system in China, highlighting the need for domestic CPU development to reduce reliance on Western architectures like X86 and ARM [1][3]. Group 1: Company Vision and Strategy - The chairman of Loongson Technology, Hu Weiwu, reiterated the company's mission to create a self-sufficient and secure information technology ecosystem, focusing on the "three autonomies": autonomous instruction systems, autonomous IP cores, and production based on self-developed processes [3][4]. - Loongson is the only CPU company in China adhering to the "three autonomies" approach, having developed various IP cores including CPU, GPU, and other interfaces [3][4]. Group 2: Product Development and Performance - Loongson has significantly improved CPU performance through microarchitecture and process upgrades, resulting in three main CPU series: Loongson 3 for desktop and server applications, Loongson 2 for industrial control and terminal applications, and Loongson 1 for embedded applications [6][8]. - The newly launched 3C6000 series server CPU features a 16-core, 32-thread design and can scale up to 60/64 cores and 120/128 threads using the self-developed "Dragon Link" technology, which enhances interconnectivity and bandwidth [8][10]. Group 3: Competitive Positioning - The 3C6000 series has achieved performance levels comparable to Intel's mainstream products, with single and multi-core performance metrics that meet or exceed those of Intel's 16-core and 32-core Xeon processors [12][13]. - The introduction of the 3C6000 series is expected to shift the focus from autonomy to cost-effectiveness as the primary reason for partners to choose Loongson in the server market [13]. Group 4: Future Developments in AI and GPU - Loongson is adopting a GPGPU approach for AI development, focusing on integrating graphics and AI processing capabilities, with plans for future GPU products that enhance performance and compatibility [17][19]. - The upcoming 9A1000 GPU is designed to improve graphics rendering and AI capabilities, with significant advancements in performance and efficiency compared to previous models [23][24]. Group 5: Market Applications and Collaborations - The launch of the 3C6000 and 3B6000M CPUs has enabled Loongson to provide a complete product line for various applications, including general-purpose servers, industrial control, and terminal products, with a focus on high performance and reliability [15][29]. - Numerous companies have announced products based on Loongson processors, indicating a broad market application across critical sectors such as government, defense, finance, and energy [28][29]. Group 6: Commitment to Self-Reliance - Loongson aims to achieve lower costs, higher performance, and better ecosystem development through self-reliance, emphasizing the importance of building a robust information technology industry in China [31].

据悉，龙芯3C6000采用自主指令系统龙架构，其高性能、高可靠、高安全、全自主等特点，能够满足 通用计算、智能计算、存储、工控、工作站等多场景的计算需求。工控领域及移动终端处理器 3B6000M/2K3000同样采用自主指令系统龙架构，多家企业现场发布基于该处理器的相关产品，具有高 性能、高可靠、强安全等特点，适用于复杂工业环境、推理场景，可广泛应用于能源、交通、制造等领 域，守护能源安全、助力交通智行、赋能 新型工业化 。 龙芯中科董事长胡伟武表示，我国信息产业的根本出路在于构建独立于X86和ARM体系之外的第三套生 态体系。龙芯经过20多年的积累，已经系统掌握了通用处理器、图形处理器、AI处理器及其基础 软件 设计的关键核心技术，在巩固通用处理器、图形处理器的基础上，进入大力发展AI处理器的新时期。 中新网北京新闻6月26日电 26日，作为海淀区"科技会客厅"首场活动，2025龙芯产品发布暨用户大会在 中关村 国际创新中心举行，共促重点领域产业链自主可控，共谋新质生产力发展。 图为海淀区"科技会客厅"首场活动。主办方供图 北京市海淀区区副区长崔瑛表示， 龙芯中科 致力于打造自主指令系统及产业生态，构建自主 ...