Asia Communacopia and Technology Key Takeaways Axera Chair Visit

Goldman Sachs hosted the Chair of Axera at their Asia Communacopia + Technology conference, highlighting the company's mass production of AI SoCs for smart vehicles and its proprietary in-house NPU technology.

Key Takeaways

• 1.Axera has entered mass production of its AI SoCs (M55H, M76H) for L2+ smart vehicle applications and is developing the M97 SoC for high-level autonomous driving.
• 2.The company utilizes its proprietary in-house mixed-precision NPU, 'Axera Neutron', to overcome memory bottlenecks and improve computational efficiency for edge AI.
• 3.Management is optimistic regarding the upgrade cycle in on-device AI computing and the expansion of the AI chip ecosystem in China.

Table of Contents

• Read across
• Company profile
• Key Takeaways
• Disclosure Appendix
• Disclosures
• Regulatory disclosures
• Ratings, coverage universe and related definitions
• Global product; distributing entities
• General disclosures

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