Core Insights - NiuXin Semiconductor focuses on high-speed interconnect technology and has achieved significant progress in the development of UB protocol IP, marking a key step in protocol consistency with its self-developed controller IP [2][4][6]. Group 1: Company Overview - NiuXin Semiconductor specializes in high-speed interconnect technology and has complete independent intellectual property rights, providing full-stack interface IP licensing and customized high-speed interconnect chip solutions, empowering chip localization [2][12]. - The company has served over 100 clients across various fields, including intelligent driving, artificial intelligence, and special computing, aiming to become a global leader in high-speed interconnect semiconductors [2][12]. Group 2: UB Protocol Development - The UB (UnifiedBus) protocol, initiated by Huawei, addresses the need for efficient collaboration among massive computing resources as AI model parameters scale from hundreds of billions to trillions [4]. - The core value of the UB protocol lies in pooling and decoupling computing resources, allowing heterogeneous computing units like CPU, GPU, NPU, memory, and storage to efficiently access remote resources as if they were local [4]. Group 3: Technical Breakthroughs - NiuXin Semiconductor's self-developed controller IP has successfully interfaced with Wanliyan's standard UB network testing instrument, meeting standard protocol requirements and supporting dynamic bandwidth switching without interrupting services [6][10]. - The verification process adhered to the UB 2.0 protocol specifications, ensuring stable link establishment and accurate data transmission, laying a solid foundation for future interoperability testing with more ecosystem partners [6][10]. Group 4: Strategic Importance - The successful IP interoperability verification is crucial for the prosperity of the UB ecosystem, as it provides a reproducible model for compatibility validation from IP to chips and from systems to testing [10]. - NiuXin Semiconductor's deep support for UB protocol IP signifies a strategic advantage for domestic chip design companies, offering them a controllable IP option and enhancing supply chain security for computing infrastructure [10]. Group 5: Future Directions - NiuXin plans to continue deepening interoperability testing with ecosystem partners to enhance IP compatibility and stability, while promoting the collaborative iteration of high-speed SerDes IP and controller IP [10]. - The company aims to provide complete domestically produced interface IP solutions for speeds of 112G and above, positioning itself as a core IP supplier in the UB ecosystem to support the large-scale deployment of domestic computing clusters [10].