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0505
❶Hefei
Science and Technology Innovation Group invested in seed funds, and Heguang Micro completed the seed round of financing
"Kechuangban Daily" reported on the 5th that Heguang Micro recently completed a seed round of financing. This round of financing was invested by the Hefei Science and Technology Innovation Group Seed Fund. In addition, the project had previously received millions of R&D funding support from HRG Hefei Research Institute. The project The cumulative financing amount has reached nearly 10 million yuan. This round of financing will be mainly used for new chip tape-out and product application promotion. Heguang Microelectronics is a developer of spectral imaging chips, focusing on metasurface optical technology. Due to its new characteristics, compact size, lighter weight, higher efficiency, better performance, lower energy consumption, less data volume, and is compatible with CMOS Compatible, it can control the amplitude, phase, spectrum, polarization and other multi-dimensional information of the light field, greatly expanding the field of optical applications.
❷ZF
and American chip manufacturer Wolfspeed will set up a silicon carbide R&D center in Germany
Financial News Agency, May 4. American chip manufacturer Wolfspeed and electric drive supplier ZF announced on May 3 that they plan to establish a silicon carbide (SiC) semiconductor research center in Nuremberg, Germany, aiming to improve the system of SiC technology. design, modular structure and production processes to shorten product time to market. The aim is to develop the facility into the center of the European silicon carbide network together with the Wolfspeed silicon carbide chip factory in Saarland, Germany. Wolfspeed and ZF already announced a strategic collaboration earlier this year.
❸CICC
: It is estimated that AI alone will bring an incremental market of US$8 billion to storage from 2023 to 2025.
"Kechuangban Daily" reported on the 5th that a CICC research report pointed out that with the substantial increase in the number of parameters and training data sets, the demand for computing power of large AI models has grown rapidly. For a computing power system composed of multiple AI accelerator cards, more efficient model iteration not only requires higher computing power of a single AI chip, but also puts forward more stringent requirements for memory capacity and bandwidth. Recently, major storage manufacturers such as Samsung, SK Hynix, and Micron have announced production cuts. They believe that with the application innovations such as AIGC on the demand side and the gradual clearing of global production capacity on the supply side, the supply and demand relationship in the storage industry is expected to improve. It is recommended that the market actively pay attention to relevant companies. The investment opportunities brought by “Cycle β + Track α”. It is estimated that AI alone will bring an incremental market of US$8 billion to storage from 2023 to 2025.
❹Ministry of Industry and Information
Technology: The added value of the electronic information manufacturing industry above designated size fell by 1.1% year-on-year in the first quarter
China Finance News, May 4th, data from the Ministry of Industry and Information Technology showed that in the first quarter, the added value of the electronic information manufacturing industry above designated size fell by 1.1% year-on-year, 1.5 percentage points narrower than the decline from January to February, and the growth rate was higher than that of industrial and high-tech industries in the same period. Manufacturing was 4.1 percentage points and 2 percentage points lower. In March, the added value of the electronic information manufacturing industry above designated size increased by 1.2% year-on-year. In the first quarter, among the main products, the production of mobile phones was 331 million units, a year-on-year decrease of 7%, including 239 million smartphones, a year-on-year decrease of 13.8%; the output of microcomputer equipment was 79 million units, a year-on-year decrease of 22.5%; and the output of integrated circuits was 72.20 billion units. , a year-on-year decrease of 14.8%.
❶Japan
develops silicon photonic integrated circuits with a smaller area, which can reduce AI operating power consumption
Financial News Agency, May 4th, Japan's Kaididi Research Institute and Waseda University recently issued a joint press release stating that they have trial-produced a silicon photonic integrated circuit for use in photonic AI accelerators. The new integrated circuit area is only about one-seventeenth of existing products. Generative AI is currently receiving global attention. Running this type of AI requires a huge number of computers. Accordingly, reducing power consumption and increasing processing speed have become new topics. Compared with using electronic integrated circuits, photon AI accelerators that use photonic integrated circuits for part of the calculations can effectively reduce power consumption and increase the speed of AI learning and inference.
❷Infineon
and Tianke Heda signed a long-term silicon carbide material supply agreement
On May 3, the official website of Infineon Technologies Co., Ltd. (hereinafter referred to as "Infineon") announced that it had signed an agreement with Beijing Tianke Heda Semiconductor Co., Ltd. ("Tianke Heda"), a Chinese silicon carbide material supplier. After signing a long-term supply agreement, Tianke Heda will supply Infineon with 6-inch silicon carbide materials for the production of SiC semiconductors. Its supply accounts for a double-digit share of Infineon's future long-term forecast demand. Public information shows that Infineon is an internationally renowned semiconductor company. Previously, Infineon set a long-term goal and stated that it would achieve 30% of the global SiC market share by 2030. According to reports, Infineon’s silicon carbide factory in Kulim, Malaysia, is scheduled to be put into production in 2024. It is expected that Tianke Heda will effectively guarantee the supply of silicon carbide wafers to the factory.
❸The
White House announced for the first time measures to reduce AI risks: US$140 million will be allocated to establish a research center
May 4th: The rapid development of artificial intelligence (AI) has brought great convenience to mankind, but also caused various risks and challenges. In order to deal with these risks, the White House announced a series of new initiatives on Thursday, including allocating US$140 million (approximately 967 million yuan) to establish a dedicated AI research center and developing guiding principles for the use of AI by government agencies. Several artificial intelligence companies has agreed to make their product available for review at a cybersecurity conference in August. In the afternoon of the same day, US Vice President Harris and other government officials will also meet with CEOs of well-known companies in the field of AI such as Google, Microsoft, OpenAI, and Anthropic to discuss the development direction and social responsibility of AI.
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