Loongson Technology(688047)2024-12-20 09:52Group 1: Market Performance and Product Development - Longxin's product competitiveness has improved, leading to a recovery in market demand and expansion in market presence [1] - The 3A6000 desktop CPU launched last year has significantly enhanced cost-performance ratio, resulting in a notable increase in information chip revenue year-on-year [1] - The server business is gaining traction in policy-driven markets, with expectations for further growth following the release of the 3C6000 series server chips [1] Group 2: Industrial Control and AI Integration - The industrial control sector is in its early stages of domestic replacement, with a high market ceiling due to its broad industry applications [1] - Longxin is enhancing product competitiveness by continuously launching relevant chip products, such as the 2K0300 aimed at the open market [1] - The company is focusing on integrating AI frameworks to run efficiently on its CPUs, with some mainstream open-source AI frameworks already operational on Longxin architecture [5] Group 3: Technological Advancements - Longxin's Dragon Link technology facilitates high-efficiency interconnection between chips, supporting larger-scale computing scenarios [5] - This technology is currently utilized for interconnections between server chips and may extend to connections between Longxin CPUs and self-developed high-end GPGPUs in the future [5]