Hamaton(SZ:300643)2025-09-03 07:02Group 1: Company Overview and Collaboration - WanTong Intelligent Control has established an exclusive agency partnership with DeepMind Semiconductor Technology Co., Ltd. for embodied intelligent model domain control boards [1] - DeepMind's Chairman, Zhang Qiang, provided insights into the company's status and project progress during the investor relations activity [1] Group 2: Market Insights and Product Development - The inference chip market is projected to surpass the training chip market by 26-27% in the coming years, with faster growth expected thereafter [2] - DeepMind's future products will focus on large model integrated machines, edge servers, smart transportation, healthcare, and embodied intelligence [2] - The main advantages of edge models include privacy protection, low latency, and low power consumption, although suitable chips and domain control solutions are currently lacking [2] Group 3: Collaboration Dynamics - DeepMind will exclusively supply chips to WanTong in the embodied intelligence sector, with revenue and profits generated from domain control going to WanTong [2] - DeepMind chose to collaborate with WanTong due to its strong profitability, high gross margins, and robust production capacity [2] - The development of the Fellow 1 chip began in early 2025, with plans for tape-out in Q1 2026 and chip delivery in Q2 2026 [2] Group 4: Technical Specifications and Progress - DeepMind's chip products integrate multiple computing units, including 3 LPU, NPU, and CPU, representing a unified architecture [2] - The research and design of the chip has been largely completed, with sample delivery expected to start in October 2025 [2] - A dedicated team has been established to collaborate with DeepMind on product application development, with initial testing and feedback scheduled for October 2025 [2]