2026全国“两会”中关于半导体、AI的提案

Group 1: Semiconductor Industry - The focus of discussions during the 2026 National Two Sessions was on semiconductor, chip, and artificial intelligence, emphasizing the need for domestic chip production and AI empowerment in industries [2][3] - National Committee member Zhou Hongyi highlighted the exponential growth in inference computing power demand, predicting that by 2027, inference computing power will account for over 70% of total computing power in China, advocating for national policies to guide this layout [3] - Suggestions were made to transition domestic chips from "usable" to "user-friendly," with a call for systematic breakthroughs and integration across the entire supply chain [4] - The importance of rare resources, such as gallium, was emphasized, with recommendations to leverage these for scaling up industries like compound semiconductors and photonic chips [4] - Recommendations included establishing a world-class optoelectronic information industry cluster and focusing on core technology breakthroughs in light chips and compound semiconductors [5] Group 2: Artificial Intelligence - The 2026 Government Work Report marked the first inclusion of "intelligent economy" and "intelligent agents," aiming to promote the commercialization of AI across key industries [6] - Suggestions were made to empower the semiconductor industry with AI, including legislative measures for data rights and establishing a fault-tolerant mechanism to encourage innovation [6][7] - Emphasis was placed on the need for talent cultivation in AI governance, focusing on creativity and critical thinking skills that AI cannot replicate [7] - Proposals included the establishment of a national AI project and collaboration among national laboratories, leading enterprises, and research institutions to tackle AI challenges [6][7] Group 3: Data Governance - Recommendations were made to construct a national industrial data governance framework and establish a national industrial data service platform [8] - Suggestions included creating AI demonstration factories and industry clusters to promote the application of large models and intelligent systems [9] - Proposals aimed at encouraging financial institutions to innovate in data asset financing and establishing special development funds to address financing challenges for innovative data companies [9][10] Group 4: Capital Support - Proposals were made to establish special financing channels for high-tech industries like integrated circuits and semiconductors, with differentiated financing rules [11] - Recommendations included optimizing capital market refinancing rules to improve funding efficiency for enterprises [11] - Suggestions were made to adjust funding ratios for key technology projects to alleviate financial pressures on companies engaged in critical technology development [11]