Core Insights - The article discusses a new global supply chain risk management solution proposed by Qixin Weiyan, a subsidiary of Hehe Information, utilizing "AI + data intelligence" to enhance risk management in the semiconductor industry [1][2] - The solution features a "World Risk Map" and "AI Risk Interpretation" as dual engines to assist companies in achieving a comprehensive intelligent loop from risk warning to identification and decision-making [1] Group 1 - The "World Risk Map" serves as an all-weather intelligent warning platform, linking risk events with suppliers' geographical locations to generate a dynamic global risk heatmap, covering over 220 countries and regions [1] - The risk monitoring system supports real-time translation in over 130 languages and integrates more than 300,000 multi-channel data sources, helping to avoid 181 types of supply disruption risks [1][2] - The "AI Risk Interpretation" function has been officially launched, providing actionable decision-making suggestions based on deep analysis of potential risk impacts [1][2] Group 2 - Supply chain risks often have hidden connections between "single point events and chain reactions," which are difficult for humans to identify quickly, leading to missed response windows [2] - The AI can continuously and dynamically interpret relevant policies based on historical data, preventing misjudgments due to incomplete information [2] - Qixin Weiyan has served over a thousand leading enterprises, including more than 56 Fortune 500 companies, with a daily risk scanning volume exceeding 20 million entries and an estimated risk loss interception exceeding 20 billion [2]

Core Viewpoint - The globalization and technological advancements have made it essential for Chinese semiconductor companies to expand internationally, while supply chain risks have become a critical factor for success in this endeavor [1][3]. Group 1: Supply Chain Risks - The supply chain risks faced by semiconductor companies are becoming increasingly diverse and complex, with geopolitical factors being the primary source of risk [3][7]. - Recent U.S. export control regulations have added 140 Chinese entities to a restricted list, impacting the supply of critical materials and causing production delays for domestic semiconductor manufacturers [3][7]. - Logistics disruptions, such as the ongoing shipping congestion in the Red Sea region, have led to increased shipping times and costs, affecting the timely delivery of materials [3][7]. Group 2: Dependency on Suppliers - Companies relying on single suppliers for critical materials face significant risks, as any disruption in supply can severely impact production continuity [7]. - The shift towards international expansion has made supply chain security a fundamental aspect of business survival and growth for semiconductor companies [7]. Group 3: AI and Data Intelligence in Risk Management - Traditional risk management methods are inadequate for addressing the complexities of modern supply chains, necessitating the adoption of AI and data intelligence tools [8][9]. - AI-driven risk management tools can provide real-time data analysis and predictive insights, enabling companies to proactively manage supply chain risks [8][9]. - The integration of AI technology allows for dynamic risk assessment and identification of interconnections between various risk events, enhancing decision-making capabilities [9]. Group 4: Case Study of AI Application - The AI product "Qixin Huayan" from Hehe Information can analyze shipping data and customer demand changes to provide early warnings about potential delivery delays [12]. - The platform has created a "World Risk Map" that visualizes global supply chain risks, helping companies monitor risk dynamics effectively [12][13]. - Companies can customize alert rules to monitor specific suppliers or critical material sources, ensuring timely responses to emerging risks [13]. Group 5: Comprehensive Risk Management Process - The system offers a complete risk management cycle, including monitoring, early warning, interpretation, and decision-making [13][14]. - It collects global supply chain risk information and assesses 181 types of supply interruption risks, ensuring comprehensive coverage [13]. - The AI system can provide actionable recommendations based on historical data and risk analysis, helping companies mitigate potential losses from unforeseen events [14][15].

Core Insights - The global semiconductor industry is undergoing significant restructuring due to geopolitical risks and supply chain challenges, with Chinese semiconductor companies transitioning from "scale expansion" to "quality improvement" [1][2] - The integration of new AI technologies and digital manufacturing is reshaping the ecosystem for Chinese semiconductor companies looking to expand internationally [1] - The "China Semiconductor Outbound New Route Summit" held in Shanghai focused on building supply chain resilience and addressing risks faced by the industry [1] Group 1: Industry Challenges and Opportunities - Chinese semiconductor companies are facing "dual choke points and supply chain breakage risks," exemplified by recent actions from the Dutch government against ASML [2] - Despite challenges, there are opportunities for Chinese firms to explore international markets and enhance supply chain resilience through AI technology [2][5] - The forum emphasized the importance of compliance and risk management in overseas operations, particularly regarding intellectual property and commercial secrets [8][10] Group 2: Key Contributions from Industry Leaders - Wu Jinwei from Gaon Electronics highlighted the shift in overseas risks from patent infringement to more severe commercial secret compliance issues, which can threaten national security and talent retention [8][10] - Zhang Wei from Avnet discussed the company's extensive global distribution network and its role in supporting Chinese chip manufacturers in entering Western markets [12] - Shen Donghui from Hehe Information presented AI-driven solutions for enhancing supply chain risk management, emphasizing the need for proactive risk identification and decision-making [14][15] Group 3: Strategic Insights on International Cooperation - Li Bo from Observer Network discussed the competitive landscape for Chinese semiconductor companies, suggesting that regional cooperation with ASEAN could provide significant opportunities [17] - The ongoing U.S.-China semiconductor competition is expected to last 8-10 years, presenting both challenges and opportunities for Chinese firms to innovate and collaborate [17][19] - The forum concluded with a consensus on the need for compliance, technological pathways, and cooperative strategies to navigate the evolving global semiconductor landscape [19]

Core Viewpoint - Shenzhen Xunxiao Technology Co., Ltd. believes that "technology + innovation + integration" is the new development path for enterprises to transcend industrial cycles, focusing on enhancing capabilities in technology research and development, AI integration, business innovation, and resource management [1] Group 1: Industry Focus and Service Model - Xunxiao Technology has been deeply rooted in the financial industry for 21 years, positioning itself as a comprehensive service provider for enterprise user operations, particularly in banking, insurance, and the broader financial sector [1] - The company aims to optimize large enterprise user management service models and strengthen data-driven business capabilities while maintaining and increasing technological investments [1] Group 2: Technological Advancements - The company is developing AI-driven user behavior prediction models, intelligent decision engines, and automated operational tools to achieve dynamic user profiling and precise targeting [4] - Xunxiao Technology is enhancing its data capabilities by establishing a cross-industry data platform that provides real-time analysis and visualization insights [4] Group 3: Ecosystem Development - The company is building an open platform strategy by creating a user operation PaaS platform that attracts brand merchants and supply chain partners, forming an ecosystem that integrates rights resources, technical services, and traffic interconnectivity [6] - Xunxiao Technology is actively expanding its overseas supply chain and customer markets, leveraging domestic digital operation experiences to provide localized user growth services for cross-border enterprises [6] Group 4: Market Insights and User Value Management - The company collaborates with over 20 state-owned and joint-stock commercial banks to provide customized customer acquisition and core business conversion solutions for more than 50 large and medium-sized enterprises across various industries [8] - Xunxiao Technology integrates user marketing strategies across industries, enhancing user lifecycle value through supply chain integration and resource collaboration [11] Group 5: User Insights and Marketing Strategies - The company has identified a trend of high net worth and younger consumers, focusing on users aged 25-50 who seek quality living and asset appreciation, with an average monthly consumption exceeding 5,000 yuan [12] - Xunxiao Technology employs data-driven strategies to create user profiles and implement targeted marketing strategies, enhancing customer satisfaction and loyalty [14] Group 6: Business Model Evolution - The company has transitioned from being an industry user operator to an integrator of industrial resources, proposing the S2B2C model that optimizes supply chain and customer channel relationships [15] - Xunxiao Technology's S2B2C model facilitates a shift from "single-point competition" to "ecological win-win," leveraging technology and data to help enterprises acquire and retain customers at lower costs [15] Group 7: Digital Management and AI Integration - The company has developed a proprietary enterprise-level digital management platform that supports various user operation scenarios, including private domain e-commerce and membership rights platforms [19] - Xunxiao Technology provides a comprehensive digital marketing system that covers the entire customer journey from acquisition to retention, utilizing automated marketing engines and scenario-based marketing tools [21] Group 8: Data Analysis and Security - The platform offers real-time data dashboards to monitor key metrics and employs predictive models to assess customer churn risks and purchasing tendencies [22] - Xunxiao Technology ensures data security through multiple encryption technologies and has achieved level three certification for data protection, supporting rapid integration with third-party service providers [23]