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07
2024-03
AI mobile phone concept stock outbreak: color or insufficient AI chip, algorithm breakthrough is the key.
Recently, Samsung and Google have successively released the latest smart phones with AI functions. Apple announced that AI functions will be added to iOS18. Domestic mobile phone manufacturers are also increasing their investment in AI. OPPO, Glory, Xiaomi and other mobile phone manufacturers have shown new mobile phones featuring AI functions. Meizu has directly announced its decision to "All in AI".
2024-03-07
U.S. companies have blocked the export of chips supplied by Walter.
US media disclosed that US chipmakers are still seeking more involvement in the Chinese market under pressure from Washington. After NVIDIA launched a number of "special supply" chips for China, (AMD) also tried to bypass the White House policy to penetrate the Chinese market, but its latest chip product was not approved by the US Department of Commerce for export. Many parties believe that this restrictive behavior of the United States will eventually backfire and will further stimulate the independent research and development of China's artificial intelligence (AI) chips. In the government work report of the two sessions of China this year, "artificial intelligence" was highlighted and became the focus of attention of deputies and committee members. Experts interviewed by the Global Times believe that the technological crackdown in the United States is a kind of "boomerang" that destroys the global production and supply chain, and eventually American enterprises themselves will be hurt.
To integrate the chip photoelectric integration into the national development strategy
At present, with the prosperity of AI, the data to be processed is exploding, and the demand for computing power is increasing exponentially. Although the integration of electronic chips is getting higher and higher and their capabilities are getting stronger and stronger, the composition essence of basic logical operations performed by electronic switches cannot be changed, and the integration density is gradually approaching the limit due to the constraints of basic electronic physical characteristics. Facing the obstacles of power consumption wall and speed wall, AI will increasingly be unable to meet the demand for computing power in the continuous evolution of AI. In this regard, Xu Jin, a member of the National Committee of the Chinese People's Political Consultative Conference and a senior expert of China Electronics Technology Group Corporation, said that it is necessary to accelerate the development of chip optoelectronic integration design.
28
2022-07
It is said that the United States is pressuring Hode, Japan and South Korea to restrict the provision of chip equipment maintenance services.
Foreign media quoted people familiar with the matter as saying that the US government is putting pressure on allies such as the Netherlands, Germany, South Korea, and Japan to further tighten restrictions on China's access to semiconductor technology. This controversial move has been resisted in some countries.
2022-07-28
10
2022-01
Hong Kong's two universities have developed the world's leading microwave photonic chip, which is 1000 times faster and consumes less power than traditional electronic processors.
According to Sina Technology, the team of Professor Wang Cheng from the Department of Electrical Engineering of the City University of Hong Kong and researchers from the Chinese University of Hong Kong have developed the world's leading microwave photonic chip, which can use optics for ultra-fast analog electronic signal processing and computing. According to reports, this chip is 1000 times faster than traditional electronic processors, consumes less energy, and has a wide range of applications, covering 5/6G wireless communication systems, high-resolution radar systems, artificial intelligence, computer vision, and image and video processing.
2022-01-10
12
2021-11
Under the wave of AI, the optical chip leader is deep in the quagmire of losses.
From ChatGPT in early 2023 to Sora in early 2024, AI's popularity has been wave after wave. The surge in demand for AI computing power, in theory, will indirectly drive the significant growth of the optical module, especially the upstream high-rate optical chip market (the telecommunications market and data center are the two most important application markets downstream of optical communications).
2021-11-12