Shang Hai Zheng Quan Bao·2025-08-10 17:40Group 1 - The current AI wave is characterized by the transformation of all industries through large models, impacting brands, efficiency, processes, systems, and organizational structures [2][4] - The rapid growth of the semiconductor industry is primarily driven by AI and large models, creating new growth dynamics in the silicon photonics sector [4][5] - The integration and upgrading of the manufacturing industry in the Yangtze River Delta region present significant opportunities, forming a collaborative development model of "Shanghai R&D, surrounding manufacturing" [1][6] Group 2 - AI applications are expected to see large-scale implementation by 2025, with the current focus on "industry + AI" to enhance existing business problems [2][3] - The demand for computing power and data transmission is increasing, leading to substantial growth potential in the silicon photonics field [4][5] - The collaboration model in the Yangtze River Delta emphasizes the roles of different regions: Zhangjiang for R&D, Shanghai for engineering, and Rugao for production [7]