Loongson: The first independent graphics card chip will complete code freeze at the end of the year, and will accelerate its development through mergers and acquisitions, etc. | Earnings conference

① The director of the company revealed that it is expected to enter a new round of growth in the second half of 2024 and enter a new round of expansion in 2025. ② The display performance of 9A1000 is overall on par with the RX550 graphics card, with an additional 32TOPS AI computing power. The company strives to complete the physical design by the end of the year. ③ It is expected that within 2 to 3 years, more than 10 companies will launch SoC chip products based on the Dragon architecture.

cls.cnSep 10 04:28 ET

Lenovo will showcase its new generation of AIPC products. It is expected that the shipment volume of AIPC will double next year.

① Lenovo's official WeChat account announced that it will participate in the 2024 Berlin Consumer Electronics Show (IFA) on September 5th, showcasing the new generation of AIPC products. ② Huaxi Securities believes that at the current stage, AIPC is in the stage of accelerated industry penetration, and 2024 is expected to be the year of large-scale AIPC shipments.

cls.cnSep 4 20:08 ET

Major industry players plan to increase the AI PC shipment volume to 40% next year, with the top three already releasing impressive financial reports. Institutions have stated that the future penetration rate of AI PC is promising.

① By the third quarter of 2025, Acer will increase the share of Copilot+ PC in delivery volume to 40%; In the second quarter of 2024, the global shipments of AI PC were 8.8 million units, accounting for 14% of the total PC shipments; ② Canalys predicts that the shipment volume of AI PC in 2024 will reach 44 million units, and it is expected to reach 0.103 billion units in 2025.

cls.cnAug 31 04:26 ET

Did Softcom Power's loss of 0.154 billion in the first half of the year enable the company's performance in the long term? | Interpretations

In the first half of 2024, Pactera achieved revenue of 12.526 billion yuan, a year-on-year increase of 45.98%; net loss attributable to the parent company was 0.154 billion yuan, a year-on-year decrease of 176.17%; Under the wave of AI at the edge, the revenue generated in the high-tech and manufacturing field reached 4.094 billion yuan, a year-on-year increase of 268.73%.

cls.cnAug 29 11:34 ET

Longxin Zhongke H1's net loss attributable to the parent company has doubled, but the sales of information technology products driven by 3A6000 have significantly recovered. The procurement of important customers for industrial control chips has stalled.

The financial report for the first half of 2024 released by Loongson Technology shows a revenue of 0.22 billion yuan, a year-on-year decrease of 28.68%, and a net income attributable to shareholders of -0.238 billion yuan, doubling the year-on-year loss. In addition, the revenue from Loongson's information technology chips in the first half of this year reached 0.109 billion yuan, an increase of 186.98% compared to the same period last year, surpassing the annual revenue of information technology chips from the previous year, indicating a high level of enthusiasm among downstream manufacturers for sales.

cls.cnAug 27 10:15 ET

Various AI applications in different categories are constantly emerging domestically, and the prosperous AI ecosystem may drive related companies' explosive performance.

On August 19, the jointly established "AIGC (Generative Artificial Intelligence) Joint Innovation Laboratory" by the China Central Broadcasting and Television General Station and Zhejiang University was unveiled. Hao Jin Securities' Ni Shuang said that the pace of large-model releases is gradually slowing down, and the development of AI applications in various categories is intense and gradually showing advantages in overseas markets, which may promote the construction of the AI ecosystem.

cls.cnAug 19 19:58 ET