BOCI: CPU stocks are poised for a valuation re-rating, with edge-side AI devices—particularly AI PCs—expected to benefit.

The widespread adoption of Agentic AI is making CPUs the core execution units, and the configuration ratio of CPUs to GPUs is expected to converge toward 1:1 or even reverse.

Zhitong FinanceJun 10 15:19

Express News | CPU-related stocks fluctuated and strengthened, with Hygon Information rising over 11%.

BreakingsJun 10 09:44

Express News | Loongson Technology: The inquiry-based transfer price is RMB 120 per share.

BreakingsJun 8 18:35

Loongson Technology announced a RMB 2.3 billion private placement to bolster its advanced Xnm process technology and focus on a dual-track strategy encompassing both CPU and GPU development.

① Loongson Technology disclosed its 2026 proposal for a private placement of A-shares, with total proceeds not exceeding RMB 2.3 billion; ② The proceeds will be allocated to four areas, all core R&D projects of which are centered on Xnm advanced process technology.

cls.cnMay 28 12:46

Sci-Tech Innovation Board Evening Report | Changxin Technology's IPO on the Sci-Tech Innovation Board Approved; Loongson Technology Plans to Raise up to RMB 2.3 Billion for Chip Projects

① China Resources Microelectronics plans to jointly establish an industrial fund with related parties, focusing on core semiconductor equipment and other areas; ② Zhuhai CosMX and ATL have signed a patent-related litigation agreement, and both parties will subsequently withdraw all pending lawsuits; ③ Ninebot Co., Ltd.: The chairman has proposed a repurchase of CDRs worth RMB 150 million to RMB 300 million, all of which will be canceled.

cls.cnMay 27 20:52

Express News | Loongson Technology: The Loongson 9A1000 chip is about to return from fabrication and enter the testing phase.

BreakingsMay 27 17:05