Workflow
米70定律
icon
Search documents
中科创星创始合伙人米磊:光子技术是半导体领域60年一遇的“换道超车”机遇
Group 1 - The 2025 Pujiang Innovation Forum emphasizes the importance of photonic technology as a significant opportunity in the semiconductor field, suggesting that China should quickly address its shortcomings in electronic chips while also investing in new areas like photonic chips to seize opportunities in the upcoming technological revolution [1] - The relationship between AI and photonic technology is characterized as a combination of "demand-driven" and "technology-pushed," with photonic technology being the only next-generation solution capable of providing ultra-high bandwidth and ultra-low power consumption, marking the beginning of the photonic golden age [1][2] - The "Mi 70 Law" posits that photonic technology will account for 70% of future industry costs, highlighting its critical role as an enabling technology in the new technological revolution represented by AI [2] Group 2 - Zhongke Chuangxing has invested in over 180 companies in the optoelectronic semiconductor field, covering various sub-sectors such as optical communication, optical sensing, optical computing, and optical materials, including companies like Yuanjie Technology and Xizhi Technology [2] - The integration of large models and embodied intelligence since 2025 has led to significant breakthroughs, enhancing the interaction of AI and robotics in the physical world, while also raising higher demands for computational efficiency, perception accuracy, and communication stability [2] - Zhongke Chuangxing's core strategy focuses on "Optics + AI," creating a targeted investment matrix that spans from the technology layer to decision-making and application layers, ensuring comprehensive coverage of the entire value chain [3] Group 3 - The establishment of a high-quality incubator in Shanghai by Zhongke Chuangxing aims to support technology incubation from the early stages, involving deep participation in team building, product development, and commercial operations, facilitating the entire process from project initiation to IPO [3]