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Deepseek brings new opportunities, RISC-V architecture chip penetration may further deepen

① On February 28, 2025, the “Open·Connect” 2025 Xuantie RISC-V Ecological Conference will be grandly held at the Hyatt Regency Wangjing Beijing.
② Meng Jianyi, chief scientist of Aridamo Institute and CEO of Zhihe Computing, pointed out that the RISC-V computing architecture that takes advantage of the AI era express train is the preferred choice for the computing power base of the new generation of digital infrastructure.

On February 28, 2025, the “Open·Connect” 2025 Xuantie RISC-V Ecological Conference will be grandly held at the Hyatt Regency Wangjing Beijing. The official agenda shows that the chief scientist of the Dharma Institute will give a keynote speech entitled “Opportunities for RISC-V from Deepseek Innovation” and will also release the “core” of the XuanTie RISC-V group.

Meng Jianyi, chief scientist of Aridamo Institute and CEO of Zhihe Computing, pointed out that the RISC-V computing architecture that takes advantage of the AI era express train is the best choice for the computing power base of the new generation of digital infrastructure. It can not only meet the needs of high energy efficiency and high performance, but also It has the characteristics of safety, reliability, high cost performance, and scalability. Therefore, more and more manufacturers are beginning to use the RISC-V architecture, making continuous breakthroughs in their application scenarios, and gradually moving from Internet of Things devices and edge computing to AI computing, high-performance computing and other fields, with rapid development. Comparing the number of open source projects on GitHub for ARM architecture, X86 architecture and RISC-V architecture, RISC-V architecture projects have grown rapidly in the past few years, reaching more than 10,000. The gap with the other two continues to narrow, and it has great potential. It is expected that by 2030, the compound annual growth rate of RISC-V architecture product shipments will reach more than 40%, and the penetration rate in the entire industry will further deepen.

According to the Cailian theme library, among the relevant listed companies:

Guoxin TechnologyThe latest ultra-high-performance cloud security chip CCP917T, which has been designed and is being streamed and verified, is based on the company’s independent RISC-V architecture CRV7 multi-core processor design. It has an internationally advanced level and is suitable for artificial intelligence, cloud computing security, network security and carrier core network applications.

HangyuweiThe development of the Yulong 910 artificial intelligence chip was launched in 2023. The Yulong 910 artificial intelligence chip is mainly aimed at the graphics and image field and provides large end-side computing power. The chip plans to use a domestic 64-bit RISC-V CPU core.

Related stocksGuoxin Technology+0.32%Hangyuwei-3.56%

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