大V面对面 | 造芯、造车、造设备，行业暗流涌动

Group 1 - The 2025 China International Industrial Expo will be held from September 23 to 27, featuring the New Generation Information Technology and Application Exhibition (ICTS) with the theme "Digital Transformation, Intelligent Manufacturing Rebirth" [1] - A roundtable discussion titled "AI Computing Power Special - What Kind of AI Chips Do We Need" was held, where experts discussed the unprecedented development opportunities for AI chips, emphasizing the importance of storytelling in the industry [4] - The automotive market is experiencing an "involution era," where AI technology is significantly changing the industry, but the biggest pain point is the various forms of competition that can lead to the elimination of the best players by those willing to engage in unethical practices [5] Group 2 - A presentation titled "Involution, Mergers and Acquisitions, Breakthroughs: Insights and Strategic Outlook on the Semiconductor Domestic Front-End Equipment Track" highlighted 15 manifestations of involution in the upstream manufacturing sector, including plagiarism and defamation, and suggested that breakthroughs can be found in advanced processes, advanced packaging, and mature processes [6] - The event concluded with a relaxed interaction session, and future "face-to-face" activities will be organized to facilitate discussions within the industry [8]