机器之心报道 还有的说：「中国不是在『下棋』，他们在重新定义整个『棋局』！」 | Parul Gautam � @Parul_Gautam7 · Jun 25 | | | | | --- | --- | --- | --- | | That's amazing | | | | | C | 17 | | 111 62 | | Atul Kumar 2 @atulkumarzz · Jun 25 | | | | | Superb share !! | | | | | 17 | | 3 | 111 59 | | The Al Guru @AI_GuruX · Jun 24 | | | | | That sounds exciting! | | | | | 17 | | | 111 19 | 到底是什么样的技术，竟能让一众老外给出如此之高的评价？ 还惊呼「Amazing」「Superb」「Exciting」 （小编仿佛在做雅思考试的高级词汇替代练习） 。 机器之心编辑部 又一项中国的 AI 技术在国外火了！ | Awa K. Penn � @TawohAwa · Jul 4 | | | | | --- | --- | ...

Core Viewpoint - The semiconductor industry is crucial for modern technology and is a key driver of innovation, with the U.S. holding a significant share of the global market but facing challenges from international competitors [1][2]. Group 1: Current State of the Semiconductor Industry - By 2025, semiconductors will be foundational to various sectors, including AI, quantum computing, and defense systems, highlighting their importance in global technological leadership [1]. - The U.S. semiconductor industry has seen a decline in manufacturing capacity from 37% in 1990 to just 10% in 2022, raising concerns about future competitiveness [1]. - The U.S. semiconductor industry currently accounts for over 50% of global chip revenue, but its manufacturing capacity is under threat from international competition [1][43]. Group 2: Government Initiatives and Investments - Significant government incentives and research investments have been implemented to reverse the decline in U.S. semiconductor leadership, with over $500 billion in private investments announced across 28 states [2][11]. - These investments are expected to create over 500,000 jobs and double U.S. chip manufacturing capacity by 2032 [2][11]. - The Advanced Manufacturing Investment Credit (AMIC) has been increased from 25% to 35%, further stimulating investment in the semiconductor sector [11]. Group 3: Research and Development - Federal R&D investments are crucial for maintaining and expanding U.S. technological leadership, with 2024 R&D spending projected to reach $62.7 billion, a 5.7% increase from 2023 [18][19]. - The semiconductor industry invests 17.7% of its revenue in R&D, the second highest among U.S. industries, which supports innovation and market leadership [19][18]. - Ongoing federal research initiatives are essential for fostering innovation and enhancing national security [13][14]. Group 4: Workforce Development - The semiconductor industry employs approximately 345,000 people directly, with a projected shortfall of 67,000 skilled workers by 2030 [29][32]. - Collaboration between government and industry is necessary to expand the pipeline of STEM graduates and attract top engineering talent [32]. - A skilled domestic workforce is vital for maintaining U.S. leadership in the semiconductor sector and ensuring economic and national security [32]. Group 5: Global Market Dynamics - The U.S. semiconductor industry generates about 70% of its revenue from international sales, emphasizing the need for a strong global market presence [40]. - The global semiconductor market is projected to grow to $701 billion by 2025, with the U.S. expected to maintain a significant share [54][55]. - The demand for semiconductors is driven by advancements in AI, 5G, and other transformative technologies, with a strong growth outlook for the next decade [56][59]. Group 6: Economic Contributions - The U.S. semiconductor industry remains a top export sector, with exports projected to reach $57 billion in 2024, reflecting a 13% growth [43][44]. - The industry's growth is supported by increasing domestic manufacturing capacity and significant investments, enhancing export potential [44]. - The semiconductor sector's health is critical for the U.S. economy, influencing various downstream industries such as AI, telecommunications, and healthcare [60][61].

Group 1: Communication ETF and Market Performance - The Communication ETF (515880) opened higher on June 12 and closed with a gain of 2.07% for the day [1] Group 2: Broadcom's Financial Performance and Market Outlook - Broadcom announced the shipment of its Tomahawk 6 switch chip, which is the world's first single-chip with a switching capacity of 102.4 terabits per second [2] - For FY2025 Q2, Broadcom reported revenue of $15.004 billion, a year-on-year increase of 20% and a quarter-on-quarter increase of 1% [2] - The gross margin for Broadcom was 79.4%, reflecting a year-on-year increase of 3.2 percentage points and a quarter-on-quarter increase of 0.3 percentage points [2] - Broadcom's guidance for Q3 revenue is approximately $15.8 billion, representing a year-on-year growth of 21% [2] Group 3: Oracle's Financial Results and Growth Projections - Oracle reported total revenue of $15.9 billion for Q4 of FY2025, marking an 11% year-on-year increase [3] - Cloud services revenue reached $6.7 billion, a 27% year-on-year increase, while cloud infrastructure revenue was $3 billion, showing a 52% year-on-year growth [3] - Oracle's CEO projected that cloud infrastructure revenue is expected to grow over 70% in FY2026, following a 50% growth rate in FY2025 [3] Group 4: PCB Industry and Communication Network Upgrades - The A-share PCB manufacturers have been experiencing capacity shortages, with high-end switches requiring PCBs with more than 20 layers, and some exceeding 30 layers [3] - The price of PCBs has significantly increased compared to previous automotive applications, which typically had 8-15 layers [3] - The upgrade of communication networks is expected to benefit various segments of the industry, including optical modules, PCBs, switch assembly, and switch chip design [3]

来源：北京日报 "这两个模块，是星地量子直接通信系统的关键组成部分，能完成信息传输、解码的任务。"北京量子院 副院长、清华大学教授龙桂鲁介绍，传统保密通信分为密钥分发、密文传输双信道结构，而量子直接通 信技术使用单信道结构，在直接传递信息的同时，还能感知、阻止窃听，技术难度更高。 要实现星地量子直接通信，相关设备在抵达太空前，会面临重重考验。火箭升空的巨大加速度和剧烈振 动、太空中的极大温差和高能粒子辐射等影响，都可能导致相关器件损坏、失效。 "北京技术"由"北京箭"搭载升空。记者从北京量子信息科学研究院获悉，近日，该院星地量子直接通信 系统模块级验证圆满完成，标志着我国星地量子直接通信技术正式迈入空天地一体化量子直接通信网络 的构建阶段。 5月29日，本市商业航天企业箭元科技研发的元行者一号验证型火箭，完成了首次海上飞行回收试验。 这枚火箭上，搭载了两个小盒子，它们是北京量子院量子直接通信团队自主研发的量子直接通信激光器 模块和相位编码模块。 "当前北京商业航天领域的快速发展，给了我们更多机会。"龙桂鲁表示，航天标准器件的成本较高，团 队希望通过设计方式的改进，在实现目标任务的同时不断降低成本。例如，实现抗 ...

Group 1 - The 2025 Guyu Academy officially opened, featuring the launch of vertical application scenarios for enterprise large models in the software valley [2][3] - Since its establishment in 2020, Guyu Academy has nurtured 428 technology innovation enterprises and served over 500 companies [2] - The academy's 3.0 version adopts a dual-track model of "Talent Academy + Elite Academy," focusing on a full-chain cultivation from technical talent to entrepreneurs [2][3] Group 2 - This year's training system includes the "Talent Academy" focusing on software talent growth and the "Elite Academy" addressing entrepreneurs' development needs [3] - Guyu Academy has formed a matrix of 17 industry mentors, including academic leaders and industry experts, to provide comprehensive support [3] - The academy's first class featured prominent guests discussing technological innovations in 6G communication networks and the collaborative development trends of intelligent agents and robots [3] Group 3 - The software valley announced typical cases of enterprise large model vertical applications, with 7 companies successfully registered with the National Internet Information Office [4] - 15 key enterprises are deeply involved in utilizing large model technology to drive the transformation of traditional businesses [4]