21世纪经济报道新质生产力研究院综合报道 Qwen3-VL-Embedding系列上新 1月8日，通义千问在官微宣布，推出Qwen家族的最新成员：Qwen3-VL-Embedding和Qwen3-VL- Reranker模型系列。这些模型基于我们最近开源的Qwen3-VL模型构建，专为多模态信息检索和跨模态 理解场景设计。 国内首个海上回收复用火箭基地开工 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 京东成立新业务部，承接AI事务 记者了解到，近日，京东成立了"变色龙业务部"，全面承接JoyAI App、JoyInside、数字人等核心AI产 品的打造与商业化。此次调整意味着，京东在推动围绕AI的产品打造及商业化上迈出了关键一步。其 中，京东JoyAI APP（他她它）结合京东完整的供应链生态落地，成为用户的超级个人助手与生活搭 子；京东JoyInside平台已与40余家头部机器人和AI玩具品牌实现技术对接，为智能终端植入高情商"大 脑"；京东数字人深入应用于直播、客服、文旅、品牌代言、赛事解说、名人分身等多场景放。 小米前高管 ...

随着人工智能军备竞赛进入新阶段，英伟达正引领全球数据中心进行一场史无前例的供电架构"革命"： 将电压标准从传统的交流电转向800伏直流电。 英伟达已于近期宣布了包括CoreWeave、甲骨文在内的十余家合作伙伴，旨在为800伏直流电源架构和 单机柜功率密度达到1兆瓦（MW）的超高密度计算环境做准备。这一转变是为了支持其下一代"Vera Rubin"架构及"Kyber"系统，后者预计于2027年面世，单机柜将集成576个GPU，其对电力和冷却系统的 要求远远超出了当前415伏交流电架构的承载极限。 高盛在最新的研究报告中指出，这一技术飞跃意味着数据中心资本支出的重心将发生显著转移。投资者 已开始重新评估资本货物行业的赢家与输家，因为这不仅代表着基础设施融资缺口将进一步扩大，更意 味着从变压器、断路器到线缆和冷却系统，整个产业链都将面临强制性的技术升级与换代。 尽管英伟达预计这一架构长期可将总拥有成本（TCO）降低30%，但在短期内，这无疑构成了一道巨大 的资本支出门槛。这场变革迫使运营商采购数以百万计的新设备，从而引发该行业第一轮大规模的硬件 升级周期。 突破物理极限：从几十千瓦到兆瓦级飞跃 数据中心向800V ...

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Core Insights - Silicon carbide (SiC) is gaining attention as a next-generation power semiconductor material that can replace silicon (Si) for high-temperature and high-pressure applications [1] - The upcoming International Conference on Silicon Carbide and Related Materials (ICSCRM 2025) is expected to highlight trends in SiC development and global competition, particularly involving Japan [1] Group 1: Challenges in SiC Production - Device manufacturers face significant challenges in improving the yield of 8-inch production lines, necessitating the establishment of high-yield processes compatible with multiple suppliers [2] - Wafer manufacturers are tasked with reducing the costs of 12-inch wafers and developing evaluation technologies that have not kept pace with the rapid commercialization of these wafers [2] Group 2: China's Advancements in SiC - Chinese manufacturers have made remarkable progress in reducing the price and improving the quality of SiC wafers, with quality now comparable to high-reliability components [3] - The rapid rise of Chinese manufacturers is attributed to unconventional manufacturing methods and significant government support, alongside lower electricity costs compared to Japan [3] Group 3: Weaknesses in China's SiC Ecosystem - Despite high-quality wafers, China's lack of coordination across the supply chain may hinder its ability to dominate the entire SiC ecosystem, as many companies focus on specific segments [4] - The unclear demand from device manufacturers raises concerns about the final quality of devices made from Chinese wafers, which may exhibit slight crystal misalignment affecting yield [5] Group 4: Japan's Position in SiC - Japan maintains a high level of research and technology in SiC, with significant contributions expected at ICSCRM 2025, although its commercial influence has declined [6] - The Japanese industry faces challenges related to generational turnover and a shortage of young talent, impacting the research environment for SiC [6] - Japan's strength lies in its comprehensive capabilities, leveraging expertise from silicon to SiC applications, particularly in high-voltage applications and data center power supplies [6]

Core Insights - SK Keyfoundry is accelerating the development of silicon carbide (SiC) based compound power semiconductor technology to strengthen its position in the global power semiconductor market [2][3] - The acquisition of SK Powertech, a key player in the SiC field, is expected to enhance SK Keyfoundry's technological competitiveness and establish a solid foundation for its technology independence in SiC power semiconductors [2][3] Group 1: Company Strategy - SK Keyfoundry aims to provide SiC MOSFET 1200V process technology by the end of 2025 and plans to launch SiC power semiconductor foundry services in the first half of 2026 [3] - The company is focusing on high-voltage, high-efficiency applications such as electric vehicle power systems, industrial power converters, and renewable energy inverters [3] Group 2: Market Trends - The global demand for compound power semiconductors, including SiC, is rapidly increasing, particularly in sectors where energy efficiency is critical, such as electric vehicles, energy storage systems (ESS), 5G infrastructure, and data centers [3] - Market research firm Omdia predicts that the global SiC market will grow at a robust annual growth rate of over 24% from 2025 to 2030 [3] Group 3: Leadership Perspective - The CEO of SK Keyfoundry, Lee Deok-myeong, stated that acquiring SK Powertech is a crucial step in establishing a unique technological advantage in the compound semiconductor field [4] - The integration of core R&D capabilities from both companies aims to launch efficient SiC power semiconductor process technologies and products, positioning SK Keyfoundry for a differentiated technological leadership in the rapidly growing high-voltage, high-efficiency compound semiconductor market [4]

Core Viewpoint - The article discusses the discrepancy between the high voltage (800V) promoted by car manufacturers and the charging power (kW) displayed on charging stations, highlighting the importance of understanding charging efficiency and consumer perception in the electric vehicle (EV) market [1][3][6]. Group 1: Charging Efficiency and Cost - The article emphasizes the cost advantage of electric vehicles (EVs) during long-distance travel, with an example showing a vehicle consuming approximately 14 kWh per 100 km, leading to a travel cost of around 17 yuan per 100 km based on current charging prices [3][4]. - It notes that a vehicle with a 78 kWh battery can achieve a range of about 450 km under optimal conditions, showcasing the efficiency of EVs compared to traditional vehicles [3][4]. Group 2: Technical Aspects of Charging - The article explains the fundamental physics of charging, stating that charging power (W) is determined by both voltage (V) and current (I), and that higher voltage can lead to more efficient charging with less heat generation [4][6]. - It highlights that increasing voltage is a more efficient method for achieving high charging power compared to increasing current, which can lead to significant heat loss and safety concerns [6][7]. Group 3: Marketing Strategies - The preference for promoting "800V" by car manufacturers is attributed to a combination of technical, marketing, and consumer psychology factors, positioning it as a symbol of advanced technology in the EV market [6][8]. - The article points out that the term "800V high voltage platform" does not necessarily mean that vehicles can actually charge at 800V, as there is a common industry practice where any voltage above 400V can be labeled as such [11][12]. Group 4: Industry Standards and Future Developments - The article discusses a recent government initiative aimed at promoting the development of high-power charging infrastructure, with a target of over 100,000 high-power charging stations by the end of 2027 [19][20]. - It emphasizes the need for standardized power ratings in the industry, which would enhance consumer understanding and protect their rights by providing clear performance indicators rather than vague marketing terms [21][22].

Core Insights - Wolfspeed has officially commercialized its 200mm SiC material products, marking a significant milestone in the industry's transition from silicon to silicon carbide [2] - The 200mm SiC wafers and epitaxial layers are designed to enhance scalability and quality, supporting the development of next-generation high-performance power devices [2][3] - DB HiTek has completed the development of its next-generation power semiconductor process, the 650V E-Mode GaN HEMT, aimed at improving power efficiency in AI data centers and robotics [3][4] Wolfspeed Developments - The 200mm SiC wafers feature improved specifications, including a thickness of 350µm, and industry-leading doping and thickness uniformity, which enhance MOSFET yield and accelerate time-to-market [2] - The commercial launch of these products is driven by positive market feedback and the significant advantages they offer [2] - The company emphasizes that this advancement is not just about wafer size but represents a material innovation that enables customers to confidently accelerate their device roadmaps [3] DB HiTek Innovations - DB HiTek's new 650V GaN process is expected to significantly reduce power loss compared to silicon, making it a viable alternative for high-efficiency applications [4] - The company anticipates that the GaN process will synergize with its existing BCDMOS technology, which integrates analog, digital, and high-power circuits [4] - Market research predicts that the GaN market will grow at an annual rate of approximately 40%, increasing from $530 million in 2025 to $2.013 billion by 2029 [4] Capacity Expansion - To meet the growing demand for GaN technology, DB HiTek plans to expand its cleanroom capacity, increasing monthly wafer production from 154,000 to approximately 190,000 wafers, representing a 23% increase [4]

Core Viewpoint - The article discusses the advancements and challenges in the silicon carbide (SiC) wafer market, particularly focusing on GlobalWafers' development of 12-inch square SiC wafers and the competitive landscape influenced by pricing pressures from Chinese manufacturers [1][2]. Group 1: Company Developments - GlobalWafers has announced the capability to develop 12-inch square SiC wafers, which requires not only process capabilities but also new equipment due to the lack of existing solutions [1]. - The company has developed a cutting method for 12-inch SiC wafers that does not rely on laser technology, differentiating itself from competitors [1]. - GlobalWafers anticipates launching its 12-inch SiC wafers this year, aiming to penetrate application fields directly [1]. Group 2: Market Dynamics - The pricing of 6-inch SiC wafers has seen the most significant decline, followed by 8-inch wafers, with the overall market facing intense competition and price pressures [2]. - GlobalWafers' revenue from SiC is expected to remain below 10% of total revenue next year, despite volume growth, indicating ongoing challenges with average selling prices (ASP) [2]. - The SiC market is compared to the solar energy sector, where prices are dropping but demand is expected to grow due to the material's superior performance in high-voltage and heat dissipation applications [2]. Group 3: Competitive Landscape - Wolfspeed, a major player in the SiC market with a 33% global market share, faces challenges due to high production costs and aggressive pricing from Chinese competitors [2][3]. - If Wolfspeed struggles, customers may seek alternatives, presenting an opportunity for GlobalWafers to capture market share [3]. - Infineon has successfully developed 12-inch SiC wafers, which could enhance its competitiveness in the electric vehicle market and other applications, indicating a trend towards larger wafer sizes in the industry [3].

Core Viewpoint - Sanan Optoelectronics is rapidly advancing its SiC MOSFET production capabilities, targeting both data center and AI server markets, while also making significant strides in the electric vehicle sector [1][2]. Group 1: SiC MOSFET Production and Supply - Hunan Sanan has begun bulk supply of SiC MOSFET products to major clients such as Delta, Lite-On, Great Wall, and Vertiv, indicating strong demand in data centers and AI servers [1]. - The first phase of Hunan Sanan's project has achieved an annual production capacity of 250,000 6-inch SiC wafers, with the second phase expected to start production in Q3 2023, aiming to increase total capacity to 480,000 wafers annually [1]. - The production capacity utilization rate is gradually increasing in response to rising customer demand, with additional capacity being developed in Chongqing Sanan [1]. Group 2: Electric Vehicle Sector Progress - In the electric vehicle sector, Sanan Optoelectronics' automotive-grade SiC MOSFETs are in the reliability verification stage with key customers, including a joint venture with Li Auto [2]. - The first production line of the joint venture has completed its commissioning, with full bridge power modules already delivered, and mass production expected by 2025 [2]. - The company is strategically partnering with leading automotive manufacturers to capture market share during the anticipated boom in the domestic SiC market around 2025 [2]. Group 3: Industry Context and Competitive Landscape - Hunan Province has prioritized semiconductor industry development, with several electronic information projects receiving significant policy support [2]. - Despite Sanan Optoelectronics' advancements, international giants like Wolfspeed and STMicroelectronics still dominate the global market, necessitating continuous improvement in production yield and cost reduction [2]. - The SiC market is projected to experience a decade of growth driven by increased penetration of new energy vehicles and expansion of computing infrastructure, with Sanan's vertical integration capabilities being a key competitive advantage [2].

Core Viewpoint - JS Foundry, a Japanese wafer foundry, filed for bankruptcy after failed negotiations for SiC technology collaboration, despite initial government support and a brief operational history [1][2][3]. Group 1: Company Background - JS Foundry was established in 2022 and operates a 41-year-old wafer plant previously owned by Sanyo and later by ON Semiconductor [3]. - The company had a revenue of $68 million in its first operational year, a significant increase from $17.6 million the previous year [3]. - JS Foundry has a debt of $110 million and employed 550 staff members [3][4]. Group 2: Market Context - The power semiconductor market is facing challenges due to a slowdown in electric vehicle sales and increased competition from China [4]. - Notable competitors, such as Wolfspeed, have also filed for bankruptcy, and Renesas Electronics has abandoned plans to start SiC production later this year [4]. Group 3: Government Support and Investment - The Japanese central government and Niigata Prefecture planned to provide subsidies worth billions of yen for equipment investment in JS Foundry [4]. - The company was co-founded by Mercuria Investment and Sangyo Sosei Advisory, backed by the Development Bank of Japan [3][4].