集微半导体分析师大会：生成式AI正借助“云边协同”重构半导体价值链

Group 1 - The ninth Micro Semiconductor Conference was held in Shanghai, focusing on the impact of artificial intelligence on the semiconductor industry and its transformation potential [1] - The conference featured over thirty top analysts and industry experts discussing geopolitical factors, tariff barriers, supply chain restructuring, and technological breakthroughs [1] - A special session titled "Towards 2030 - AI-Driven Everything" highlighted how AI is reshaping key technology links and emerging applications in the semiconductor sector [1] Group 2 - The cloud segment of the large model ecosystem has developed well and is showing a trend towards edge computing [1] - Neil Shah from Counterpoint Research stated that generative AI is reconstructing the semiconductor value chain through "cloud-edge collaboration," with edge devices expected to drive large-scale deployment in AI smartphones, PCs, and automotive sectors [1] - Mike Demler emphasized that advancements in algorithms, processors, and software have made devices capable of running machine learning and AI applications widespread across the computing field [1] Group 3 - Mike Demler noted that the concept of "edge" is becoming obsolete, as AI computing knows no boundaries, with AI models migrating from cloud data centers to low-power MPUs and MCUs [2] - Karl Weaver from Newport Technologies highlighted that the Asia-Pacific region is becoming a core battleground for AI chip supply chain restructuring, facing challenges such as supply chain resilience and technological bottlenecks [2] - Peter Lendermann from D-SIMLAB Technologies emphasized the role of AI and digital twins in optimizing production processes within smart factories [2] Group 4 - Jens Hsu from Semi Vision pointed out that AI is driving significant transformations across various industries, including autonomous driving and smart cities, redefining automation in manufacturing, agriculture, healthcare, and consumer sectors [2] - The integration of AI is expected to advance high-performance computing, I/O bandwidth, advanced packaging, substrate, and sensor development in the semiconductor field [2] Group 5 - Pankaj Kedia from 2468Ventures stated that AI is changing industries by helping entrepreneurs incubate rapidly growing startups and driving innovation within established companies [3] - Ian Cutress from More Than Moore analyzed that the fusion of AI computing demands with optical chip technology represents a paradigm shift, forming a new "photonic-electronic heterogeneous" architecture [3] - The integration of optical chips with AI is seen as a key variable in breaking through computing bottlenecks and reshaping the industry landscape [3]