从海光重组想到的

Core Viewpoint - The article discusses the strategic restructuring of Haiguang and its implications for the semiconductor industry in China, emphasizing the need for a shift from simple domestic substitution to a system-level definition of technology tailored for China [1][2]. Group 1: Industry Trends - The semiconductor industry is experiencing a significant transformation driven by AI, which requires chips to be redefined and optimized alongside software and algorithms, reducing the independent functionality of chips [1]. - The introduction of NVIDIA's NVLink Fusion reflects a trend towards defining hardware systems as industry standards, aiming to separate computing, storage, and networking capabilities [2]. - The restructuring of Haiguang is seen as timely but not leading, as the industry is moving towards more efficient solutions in response to new demands [2]. Group 2: Domestic Semiconductor Landscape - Domestic semiconductor companies face challenges due to inefficiencies and redundancies, contrasting with the monopolistic efficiency achieved by overseas tech giants through market competition [2]. - The article suggests that the Chinese semiconductor industry must find its own "system-level answers" amid an impending wave of mergers and acquisitions [3].