An official report shows that "high-quality development" and "ChatGPT"Elected separately2023The annual domestic and international terms echo the development process of China's semiconductor industry this year. After Huawei, which has been subject to US sanctions, made advanced process breakthroughs, the Chinese semiconductor industry aims for higher-quality development in order to compete more effectively in the increasingly fierce artificial intelligence (AI) Take the lead in the competition.
For independently developed in ChinaAIWhat are your views on the chip landscape and progress? AsAIWith technological progress, including the release of numerous large models by Google and many manufacturers, the industry landscape has2024What are the prospects for the New Year? AIThe advancement of the revolution,2024What is the outlook for the impact of the year on China's capital market? Frost & SullivanFrost & SullivanCui Nan, Executive Director of Frost & Sullivan Greater China, was interviewed by Reuters to discuss the wave of artificial intelligence industry development in China.
Reuters News
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AIThe chip is currently a 'strategic battleground' that all countries compete for. Regarding the self-developed chips by China,AIWhat are your views on the chip landscape and progress?
Chinese government and enterprisesAIA large amount of resources have been invested in technological innovation and research and development in the chip field, promoting China's technical strength in independently developing chips. A number of focused efforts are underwayAIThe emergence of startups in chip R&D and manufacturing has drivenAIThe competition in the chip industry has stimulated industry innovation and achieved remarkable breakthroughs in some areas. At the same time, these enterprises have realized through cooperation with universities, research institutions, and other enterprises,AIJoint innovation in the chip field. This collaboration helps accelerate technological progress and improve the overall industry level.
At the same time, China has built a vast and completeAIThe industrial ecosystem includes chip design, manufacturing, algorithm development, and application. This integration helps to form competitiveness across the entire industrial chain and enhance China'sAIThe independent innovation ability of the field. However, from the perspective of short-term development, although ChinaAISignificant progress has been made in the chip field, but there are still some challenges, including the gap with international leading companies, the complexity of chip design, and the improvement of manufacturing processes.
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asAIWith technological progress, including the release of numerous large models by Google and many manufacturers, the industry landscape has2024What are the prospects for the New Year?
Industry competition will become more intense as giants like Google and other manufacturers release more large models, intensifying competition but also driving continuous innovation in the industry. This process will inevitably lead to some smaller companies being marginalized or acquired. To remain competitive, companies may seek more cooperation and partnerships, especially in technology development and market expansion.
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AIThe advancement of the revolution has an impact on China's capital market,2024How should we view the year? Which sectors are promising?
Outlook2024year,AIIt will be fully implemented and continue to drive investment in China's capital market into technology and digital economy sectors.
The investment direction will be focusedAIThe industrial chain, especially outstanding enterprises in basic computing power and industry applications, are also paying attention to development opportunities for domestic substitution in the industrial chain this year10The Action Plan for the High-Quality Development of Computing Power Infrastructure, issued by six departments including the Ministry of Industry and Information Technology, proposes that computing power is a new type of productive force that integrates information computing power, network carrying capacity, and data storage capacity. It aims to provide services to society through computing power infrastructure and plans to2025In [year], the computing power scale of our country exceeded300 EFLOPS, with intelligent computing power accounting for35%Therefore, domesticAIIn terms of computing power, broader development opportunities will emerge.
At the same time, with the continuous upgrade of large models in China,AIThe development of technology will further integrate with different application scenarios, achieving multi-point blossoming by combining software applications with vertical scenarios. At the same time, it can also be integrated withSaaSThe integration of business models unleashes greater market development potential.
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Policies for technological innovation, especiallyAIWhat other relatively important and specific supports might there be?
It is mainly reflected in the following aspects:
First, by providing financial support, including R&D funds, innovation funds, and tax incentives, to encourage enterprises toAIInnovation in the field helps enterprises reduce R&D costs and encourage more companies to invest in high-risk innovation projects.
Secondly, it is necessary to formulate and implement regulations to protect intellectual property rights, ensuring that innovative achievements are fully protected, thereby enhancing the enthusiasm of enterprises for investing in research and development.
Thirdly, it supports the training of more technical talents, including providing education and training courses related to artificial intelligence. The government can also take measures to attract high-level international scientific and technological talents and promote technological innovation.
Fourthly, the construction of science and technology parks and innovation centers is necessary to provide a favorable environment for research and development and innovation. This attracts talent and enterprises to gather together, promoting cooperation and exchange in technological innovation.
Fifthly, enterprises are encouraged to cooperate with international institutions, other enterprises, and research organizations, sharing research findings, experiences, and resources. Open innovation helps accelerate scientific and technological progress and promote coordinated development in the global technology field.
* This interview was published in Reuters News The reporter is Lin Yuhuan, and the original title is: After Huawei's 'breakthrough' in overcoming US chip sanctions,AIWhere will empowered Chinese semiconductors advance? ">
