Core Viewpoint - Guoke Micro (300672) is focusing on the research and development of AI SoC for edge computing, while actively progressing the acquisition of SMIC Ningbo, with ongoing audits and evaluations for the transaction [1][3][4] Group 1: Company Performance - In the first half of the year, Guoke Micro achieved total revenue of 741 million yuan, a year-on-year decrease of 12.86%, and a net profit attributable to shareholders of 20 million yuan, down 25.02% year-on-year [1] Group 2: Strategic Focus - The company has proposed an "ALL IN AI" strategy in 2023, concentrating on AI SoC development for edge computing, addressing the inefficiencies of traditional NPU chips in large model inference [2] - The AI SoC product lineup includes 8 Tops low-power AIoT terminal chips, 16 Tops edge computing chips, and research on 64-128 Tops high-performance chips, targeting various applications such as AIoT smart terminals and industrial computing [2] Group 3: Acquisition Progress - Guoke Micro plans to acquire 94.366% of SMIC Ningbo at a price of 57.01 yuan per share, enhancing its capabilities in analog chip manufacturing [4] - The acquisition will enable the company to produce high-end filters and MEMS, establishing a dual-driven system of "digital chip design + analog chip manufacturing" to expand into markets like smartphones and smart connected vehicles [4]