Group 1 - The research team at the Shanghai Institute of Optics and Fine Mechanics has developed a high-parallel optical computing integrated chip named "Meteor No. 1," achieving a parallelism greater than 100 in photon computing prototype verification [1] - This advancement addresses the bottleneck in computing density for optical computing, paving the way for the development of low-power, low-latency, high-performance, and high-speed super photonic computers [1] - The Chinese Communication Association has indicated the importance of incorporating optical computing chips into national development strategies, promoting the foundational development of semiconductor materials and optical chip devices [1] Group 2 - Tianfeng Securities highlights that optical computing or optoelectronic hybrid computing is currently the most promising technology to address computing power supply and low-power data processing challenges [2] - The use of photonic chips allows for data transmission with minimal electromagnetic interference, enabling operation at higher frequencies, thus providing greater data bandwidth and lower energy consumption [2] - According to Yole data, the photonic integrated circuit market is expected to reach $54 billion by 2035, driven by demand in artificial intelligence and data communication sectors [2] Group 3 - Shijia Photonics focuses on the optical communication industry, with its main business covering optical chips and devices, indoor optical cables, and cable materials [3] - Robotec is recognized as one of the leading companies in precision coupling packaging equipment for optical communication [4]

光计算以光子作为载体，实现信息传递、交互与计算，具有低功耗、低时延、高并行的天然优 势，是后摩尔时代建设新质算力基础设施的有效途径，为人工智能、科学计算、多模态融合感 知、超大规模数据交换等"算力密集+能耗敏感"场景提供硬件加速。 此研究进展为突破光计算的计算密度瓶颈，提升光计算性能开辟了新途径，为发展低功耗、低 时延、大算力、高速率的超级光子计算机带来了可能性。 据中科院上海光机所今日官微消息，近日，中国科学院上海光学精密机械研究所空天激光技术 与系统部谢鹏研究员团队在解决" 光芯片上高密度信息并行处理"难题上取得突破 ，研制出超 高并行光计算集成芯片-"流星一号"（如图1所示），实现了并行度>100的光子计算原型验证 系统。 图1.超高并行光计算集成芯片-"流星一号" ...

Market Overview - The A-share market experienced a slight increase on June 18, with the Shanghai Composite Index rising by 0.04%, the Shenzhen Component Index by 0.24%, and the ChiNext Index by 0.23% [2] - A total of 1,813 stocks rose, while 3,479 stocks fell, with 49 stocks hitting the daily limit up [3][4] Sector Performance - The computing hardware sector saw a collective surge, with PCB and CPO sectors leading the gains, and stocks like Yihua New Materials, Kexiang Co., and Hudian Co. hitting the daily limit up [4] - The banking sector showed strong performance, with several banks, including Agricultural Bank of China and Shanghai Pudong Development Bank, reaching historical highs [8][10] Technological Advancements - A significant breakthrough was reported by the Shanghai Institute of Optics and Fine Mechanics, where a team developed a high-parallel optical computing integrated chip, "Meteor No. 1," achieving a parallelism greater than 100 [5][6] - This advancement in optical computing is expected to enhance performance and open new avenues for low-power, low-latency, high-capacity optical computers, which are crucial for AI and large-scale data exchange [6] Policy Developments - The Chinese government issued an action plan to enhance Shanghai's status as an international financial center, focusing on attracting financial institutions and improving financial services [15][17] - The China Securities Regulatory Commission (CSRC) introduced new guidelines for the Sci-Tech Innovation Board, aimed at enhancing inclusivity and adaptability for high-quality technology enterprises [20][21]

Core Viewpoint - The semiconductor industry is experiencing a significant rebound, driven by supply shortages and price increases, particularly in DDR4 memory chips, alongside technological advancements in optical computing [1][2][3]. Group 1: Market Performance - The semiconductor sector has shown strong performance, with notable stocks like Shengyi Electronics, Kexiang Co., and Zhongfu Circuit rising over 10%, and several stocks hitting the daily limit [1][2]. - The semiconductor ETF saw a rise of over 1%, indicating a positive market sentiment and a potential shift in investor focus towards this sector [2]. Group 2: Supply-Side Dynamics - Trend Force reported a 53% month-on-month increase in DDR4 prices in May, marking the largest increase since 2017, with prices continuing to surge into June [2][3]. - Major DRAM manufacturers, including Samsung, SK Hynix, and Micron, have announced production halts for DDR4, leading to a supply crunch and increased prices for existing stock [3]. - The market is expected to see a reduction in DDR4 production starting in Q1 2024, which may benefit domestic companies through price increases and order transfers [4]. Group 3: Technological Advancements - A breakthrough in optical computing was reported by the Shanghai Institute of Optics and Fine Mechanics, with the development of the "Meteor One" chip, which addresses high-density information processing challenges [3]. - This advancement is anticipated to enhance the performance of optical computing systems, paving the way for low-power, high-speed computing solutions [3]. Group 4: Demand-Side Trends - The consumer electronics sector is witnessing a recovery, with specific growth in AI and automotive applications driving demand for semiconductors [5]. - Global smartphone shipments are projected to grow by 1.5% year-on-year in Q1 2025, while PC shipments are expected to increase by 4.9% in the same period [6][7]. - The wearable technology market is experiencing significant growth, with AI glasses expected to see a 216% increase in shipments year-on-year in Q1 2025 [8].

Group 1 - The core viewpoint is that Beijing has established itself as the "Artificial Intelligence Capital" of China, with over 2,400 AI companies and a core industry scale of nearly 350 billion yuan, accounting for half of the national total [1] - Beijing has a highly concentrated innovation resource environment, hosting 21 national key laboratories and over 40% of the country's top talent, which supports advancements in AI technology and applications [1] - The city is focusing on major technological directions such as large models, embodied intelligence, and AI safety, and has established 23 key laboratories in the AI field [1][3] Group 2 - Beijing is seizing opportunities in AI development by implementing various industry policies, including a three-year action plan for embodied intelligence and initiatives to integrate AI with new materials [3] - The city is concentrating on disruptive technologies like optical computing and wafer-level chips, leading to the production of the world's first optical training chip [3] - Beijing's key enterprises have launched and iterated leading general-purpose foundational models, with 132 large models registered and online, ranking first in the nation [3]

Core Viewpoint - The establishment of Guangbenwei in Pudong marks a new chapter in AI computing, focusing on photon-based computing chips and photonic integration to significantly reduce computing costs and improve performance [1][10][12]. Group 1: Company Overview - Guangbenwei was founded in 2022 and aims to create a new paradigm of AI computing based on light standards [1]. - The company has developed photon storage computing chips and photonic integration computing cards, achieving world-leading levels in computing density and precision [1][12]. - The company has attracted a talented team, including returnees and experienced professionals from major tech firms, to drive its mission [3][22]. Group 2: Technological Advancements - Guangbenwei's first photon computing chip was successfully produced in July 2022, marking a significant milestone in the engineering application of cutting-edge technology [6][8]. - The company plans to release a new photon computing chip with a matrix size of 128x128 by June 2024, which will meet commercial standards and surpass traditional electronic chips in computing density [10][12]. - Guangbenwei is the first company in China to achieve commercial integration of photon chips for storage and computing [12][14]. Group 3: Market Context and Future Prospects - The demand for computing power is surging due to the rapid growth of AI models, creating a need for alternative computing solutions like photon computing chips [10][18]. - Guangbenwei anticipates that 2025 will be a pivotal year for the commercialization of its products, supported by recent strategic financing [15][22]. - The company is collaborating with various industry partners, including leading semiconductor manufacturers and research institutions, to explore the potential applications of photon computing [15][19]. Group 4: Vision and Mission - Guangbenwei aims to be a platform where individuals can realize their potential and career aspirations, fostering a collaborative and innovative work environment [4][22]. - The company is committed to integrating into the semiconductor and AI industry ecosystem in Shanghai, aspiring to become a leading player in the global photon computing market [16][23].

Core Viewpoint - The establishment of Guangbenwei in Pudong marks a significant milestone in the development of AI computing paradigms based on photonic technology, aiming to revolutionize computing power deployment and cost efficiency [2][10]. Group 1: Company Overview - Guangbenwei was founded in 2022 and focuses on developing AI computing paradigms using light as a standard, specifically through the creation of phase-change material-based photonic storage computing chips and optoelectronic integrated computing cards [2][12]. - The company has achieved significant technological advancements, including the successful development of a photonic computing chip that can detect similarities in datasets 1000 times faster than traditional machine learning algorithms [4][12]. - Guangbenwei's headquarters in Pudong signifies a new chapter for the company, enhancing its operational capabilities and team dynamics [2][10]. Group 2: Team and Culture - The founding team consists of three young entrepreneurs with diverse backgrounds in AI and materials science, emphasizing a collaborative and innovative work environment [4][5]. - The company promotes an open office layout to foster creativity and collaboration among team members, which is seen as a key to driving innovation [6][10]. - Guangbenwei aims to be a platform for individuals to realize their potential and career aspirations, reflecting a strong team spirit [5][10]. Group 3: Technological Advancements - Guangbenwei's photonic computing chips are positioned to meet the growing demand for computing power, especially in the context of AI model proliferation [12][20]. - The company plans to commercialize its photonic computing chips by 2025, with the first chip achieving a matrix scale of 128x128, surpassing traditional silicon-based chips in performance [14][15]. - Guangbenwei has established partnerships with leading domestic semiconductor manufacturers and research institutions to enhance its technological capabilities and market reach [17][18]. Group 4: Market Potential - The global market for photonic computing is expected to grow significantly, with estimates suggesting it could reach a trillion-dollar valuation if successful [20][25]. - Guangbenwei is strategically positioned within the Pudong Zhangjiang area, benefiting from a dense talent pool and supportive policies that facilitate innovation and collaboration [25][26]. - The company is actively exploring various application scenarios for its photonic chips, collaborating with major internet companies and research institutions to identify potential use cases [23][25].

"伴随着'天枢'的发布，我们认为光计算行业进入Roadster时代。"沈亦晨博士说。 传统芯片，力不从心 摩尔定律失效，这已经是一个老生常谈的话题了。从某种程度上说，这可能是一个既定事实了，虽 然英特尔一直在为其辩解。也有不少厂商在为其续命找到了各种各样的办法。但可以肯定的是，我 们最早些年所遵循的摩尔定律，已经不复存在了。 如果您希望可以时常见面，欢迎标星收藏哦~ 2006 年 7 月 19 日，特斯拉在加州首次向大众披露Roadster的原型。 作为一款基于Lotus Elise打造的跑车，Roadster从外形上看极具跑车范。但对这款起售价为98000 美元的车来说，最不值得一提的就是它的外形。虽然并不是第一款电动车，但从某种意义上看，正 是从这款汽车开始，我们进入了轰轰烈烈的电动车时代。 现在，芯片行业，也迎来了"Roadster"时刻。 曦智科技创始人兼首席执行官沈亦晨博士在早前的一场发布会中说，在过去40-50年，整个集成电 路（或者算力）行业在正式商业化上一直没有离开用电来做计算，也没有任何脱离电的计算类产品 能在商业上实现应用。 沈亦晨博士也表示，摩尔定律的延续超过了60年，过去每18到24个 ...