润和软件(300339) - 润和软件投资者关系活动记录表

Group 1: RISC-V Overview - RISC-V is an open-source instruction set architecture (ISA) designed based on the RISC principles, initiated by a research team at UC Berkeley in 2010 [3] - It offers a free, modular, and extensible processor architecture standard, supporting various operating systems and development frameworks [3] - As of 2022, RISC-V has seen significant growth, with over 10 billion units shipped globally, of which over 50% were in China, primarily in IoT and MCU applications [7] Group 2: RISC-V Business Development - The company began actively investing in RISC-V in 2022, launching its first OpenHarmony standard system platform based on the high-performance RISC-V TH1520 chip in January 2023 [3][4] - In 2025, the company released the "Hongrui" AI development platform, integrating RISC-V with OpenHarmony and advanced wireless technology [4] - The company has developed multiple RISC-V-based products, including tablets, edge computing gateways, and cloud desktop terminals, targeting various industries such as transportation, finance, and education [13] Group 3: RISC-V Advantages and Challenges - RISC-V's key advantages include openness, flexibility, and cost-effectiveness, as it does not require licensing fees unlike x86 or ARM architectures [5] - The current challenges include the need for further development in software compatibility, standardization of instruction sets, and the maturity of the software ecosystem [8][10] - The company sees opportunities in the growing demand for RISC-V in AI applications and edge computing, as well as in the integration with open-source operating systems [10][11] Group 4: Future Prospects and Ecosystem Development - The commercialization of RISC-V is expected to progress through three stages: focusing on IoT and embedded systems, expanding into server and data center applications, and eventually challenging traditional architectures [9][10] - The company is actively participating in the RISC-V ecosystem, contributing to standardization efforts and talent development, and has received recognition for its contributions [16] - The establishment of the RISC-V working committee in China aims to enhance the ecosystem, which currently covers the entire chip industry chain but still requires further maturation [8][16]