Group 1: AI Developments - The DeepSeek V3 model has completed a minor version upgrade, showing improvements across various capabilities [3] - Tencent has officially launched its self-developed deep thinking model, the mixed Yuan T1, enhancing reasoning abilities [3] - Google's new model, Gemini 2.5 Pro, has achieved state-of-the-art (SOTA) performance in multiple benchmark tests and topped the Arena leaderboard [3] - OpenAI has released the native multimodal image generation feature of GPT-4o, enabling the generation of more realistic images [3] Group 2: Semiconductor Industry - New Kai Lai showcased around 30 devices at the 2025 Semicon China exhibition, covering four major categories: diffusion, etching, thin films, and measurement [5] - The U.S. Department of Commerce announced the addition of 54 Chinese entities to the export control entity list, with 12 listings effective from March 25, 2025, and the remaining 42 expected to take effect from March 28, 2025 [5] Group 3: Robotics Industry - Vivo announced the establishment of "vivo Robot Lab" to enter the home robotics sector during the Boao Asia Forum 2025 [6] - Yijiahe has strategically upgraded, leading to the formal establishment of Lindo Technology [6] - Zhiyuan held its first supplier conference, collaborating with over a hundred partners to layout the robotics market [6] - Wolong Electric Drive has invested in Zhiyuan Robotics to jointly promote the development of embodied robots [6] - Figure Robotics released a new video showcasing its transition from "stumbling" to "steady," unlocking new natural walking skills [6] Group 4: New Product Launches - Xizhi Technology launched the new generation of optical hybrid computing card "Xizhi Tian Shu," which integrates the advantages of optical and electronic chips and employs advanced 3D packaging technology, showing significant performance improvements over previous models [4]
【电子】名企持续加入机器人产业，新凯来发布半导体设备新品——光大证券科技行业跟踪报告之七（刘凯/于文龙/白玥）
光大证券研究·2025-04-03 08:47