彭博社9月26日文章，原题：中国科技企业表明不需要英伟达芯片也能蓬勃发展 大家好，我现在来到合 肥，这座知名度相对较低的城市位于上海以西，当地科技企业正在告别英伟达产品，转而与华为组成合 作伙伴。本周，我参加了由政府组织的活动，实地走访长江流域企业，长江流经11个省、自治区和直辖 市，其中就包括省会城市为合肥的安徽省。 阿里巴巴和华为等都在开辟自己的道路。华为最近公布旨在削弱英伟达在AI领域主导地位的愿景。科 大讯飞人工智能翻译软件负责人承认，尽管美国制裁对该公司构成挑战，但通过与华为的合作，该公司 在很大程度上消除了这些障碍，"我们通过与华为等中国企业的合作克服了困难"。 尽管华为昇腾芯片的算力与英伟达顶级产品相比依然有差距，但中国愿意接受这种现实，以进一步降低 对外国供应商的依赖。华为正尝试实施事半功倍的策略，通过提升系统设计和互联技术来开发将其AI 芯片组合成更大集群的系统。这种方法有助于华为在更大程度上利用芯片功能。更重要的是，这些标志 着中国企业开发本土替代产品并实现人工智能自立自强的行动取得最新进展。（作者Allen Wan，丁玎 译） 科大讯飞在其语音识别软件中使用人工智能（AI），并创建了据称 ...

Core Viewpoint - The domestic AI chip market in China is undergoing a significant transformation, with a focus on "de-NVIDIA" efforts led by major tech companies like Alibaba and Baidu, aiming to challenge NVIDIA's dominance in the AI chip sector [1][3]. Group 1: Market Dynamics - Chinese tech giants are actively promoting the development of self-researched AI chips, with Alibaba and Baidu announcing that their core AI models will partially utilize self-developed chips [1][3]. - Since late August, the stock prices of Baidu and Alibaba have surged by approximately 50% [1]. - The geopolitical tensions and concerns over the stability and security of the AI supply chain are driving the "de-NVIDIA" movement in China [3][5]. Group 2: NVIDIA's Challenges - NVIDIA faced a significant negative impact due to export restrictions on its H20 chip, leading to a stock impairment of about $4.5 billion in Q1 [5]. - Revenue from mainland China for NVIDIA dropped to $2.77 billion in Q2 of FY2026, a nearly 50% decline, reducing its market share from 85% to 70% in China [5][11]. Group 3: Rise of Domestic Chips - Domestic custom AI chips are rapidly emerging, with products like Alibaba's PPU chip and Huawei's Ascend series showing performance that rivals or exceeds NVIDIA's offerings [7][9]. - The PPU chip's single-card cost is approximately 40% lower than the imported H20 chip, highlighting the cost advantage of domestic solutions [7]. - IDC forecasts that by 2024, domestic AI chip brands will significantly increase their market share to 30% [11][13]. Group 4: Industry Evolution - The shift towards customized AI chips mirrors the evolution of smartphone chips from generic to specialized designs, driven by the need for better performance and cost efficiency [16][19]. - The transition from general-purpose GPUs to customized chips is essential for meeting the specific demands of AI inference tasks, which require lower power consumption and reduced latency [20][21]. - The development of domestic chip design and supply chains is enabling Chinese companies to enhance their competitiveness in the global market [23][24].

Group 1 - Semiconductor equipment stocks experienced a significant rise, with Changchuan Technology increasing by 20%, Hu Silicon Industry by over 10%, and Zhongwei Company by over 2% [1] - Several semiconductor-related ETFs also saw gains of over 2% [1] Group 2 - The main semiconductor equipment ETF, E Fund, rose by 2.56% to a price of 1.602, while the semiconductor materials ETF increased by 2.42% to 1.441 [2] - Domestic computing power is undergoing changes from both supply and demand sides, with Huawei's Ascend chips continuously iterating and improving performance, providing support for the domestic AI industry [2] - Major domestic internet companies are gradually adapting to domestic chips, which is expected to lead to sustained growth in capital expenditure, supporting the domestic computing power industry [2]

Core Viewpoint - The article discusses the competitive geoeconomic strategy of the Trump administration, emphasizing the importance of economic security as a core component of national security, particularly focusing on the manufacturing sector and strategic industries [2][3][4]. Group 1: Competitive Geoeconomic Strategy - The Trump administration's geoeconomic strategy has shifted towards a more competitive stance, challenging globalization and emphasizing economic goals over political ones [4][5][10]. - The strategy aims to ensure economic scale advantages based on a specific industrial structure, particularly in high-tech manufacturing [15][16]. - The focus on economic security reflects a broader trend where economic and national security concerns are increasingly intertwined, leading to a more aggressive use of tariffs and investment policies [12][15]. Group 2: Manufacturing and Strategic Industries - The article highlights the significance of reinforcing the manufacturing base in the U.S. economy, noting that while the manufacturing sector's GDP share is low, its total output remains substantial [17][19]. - The U.S. military-industrial complex is particularly emphasized, with American firms leading globally in military revenue, indicating a strong manufacturing foundation [19][21]. - The competitive strategy includes a focus on strategic industries that can provide both micro and macro geoeconomic power, particularly in high-tech sectors [36][37]. Group 3: Policy Implementation and Investment - The Trump administration has implemented various policies to promote domestic manufacturing, including tariffs and incentives for foreign direct investment (FDI) [14][25]. - The article notes a significant increase in FDI commitments during the Trump 2.0 period, particularly in the semiconductor industry, indicating a shift towards attracting foreign investment [25][26]. - The approach contrasts with the Biden administration's focus on political alliances and green energy, showcasing a divergence in economic strategies [10][11][40]. Group 4: Implications for Global Trade - The competitive geoeconomic strategy has led to a decentralization of global supply chains, with U.S. trade patterns shifting towards neighboring countries like Canada and Mexico [26][28]. - The article suggests that the U.S. strategy has resulted in increased exports from allies while potentially weakening China's geoeconomic power due to the outflow of manufacturing capabilities [31][32]. - The emphasis on "friend-shoring" and "on-shoring" reflects a broader trend of reshaping global trade dynamics in response to geopolitical tensions [26][28]. Group 5: Importance of Industrial Policy - The article argues for a greater emphasis on industrial policy, particularly demand-side policies, to enhance economic security and competitiveness [42][43]. - It highlights the need for targeted government interventions to influence economic structures and maintain strategic advantages in key industries [44][46]. - The increasing use of industrial policies globally since 2018 underscores the urgency for nations to adapt to the evolving geoeconomic landscape [48][50].

下午15点开始，金融三巨头的发布会，开了一个半小时，说实话，值得特意解读的东西不多，因此，标题里，用了"简单"二字。 做债的认为，没有降准降息，也没有ym买债，预期落空； 做股的认为，没有新增政策的介绍，预期落空。 当然，从随后的现券等数据看，市场又拉回来了，整体还是比较理性的。 3、 从货币政策来看 ，潘行强调，继续适度宽松的货币政策，而与去年9月相比，最大的不同是什么？潘行这段没念稿子，特意强调了 上周美联储降息后，美元指数连续维持在97附近，也就是22年以来的最低位，这意味着，"弱美元"是当前的主线，因此，和去年持续性 的人民币贬值压力相比，攻守之势异也，潘行说了八个字，在货币政策上，坚持： 依次说说， 1、昨晚，我们在《 金融三巨头的发布会又来了 》里即判断，" 对明天的发布会， 首先要降低预期 ， 因为，主题里就明确了，是关于十四五 规划完成情况的发布会，主要是介绍过去5年金融监管工作的成绩的。" 2、实际，今天潘行发言初始，就定了调子: " 今天主要是从中长期的视角回顾和总结 ... 不涉及短期政策的调整。 " 话音刚落， 下图 ，我们看今天15点到15点15分之间，代表股票的A50期货，和代表债 ...

要闻提示 NEWS REMIND 今日头条 HEADLINE NEWS TP-Link芯片事业部全员解散！自研芯片项目折戟，裁员赔偿方案曝光 9月18日，据业内人士爆料，全球路由器市场领军企业TP-Link（普联技术）的芯片事业部已全员裁撤， 该部门主要致力于路由器芯片的研发工作。据悉，此次裁员距6月其外销主体联洲国际位于上海张江的 WiFi芯片部门闪电裁员仅数月之隔，且赔偿方案依旧维持N+3标准。 更值得关注的是，此次裁员中不乏仅入职两个月的应届生，目前这些新人已加入求职大军，而TP-Link内 部与芯片相关的工作岗位也已全面关闭，标志着其芯片自研业务暂告段落。对于受影响员工，TP-Link提 供了"N+3"的赔偿方案，其中N按照社会平均工资计算，额外补偿则根据司龄确定：在职满一年员工可获 得3个月月薪补偿，满6个月不足一年获2个月补偿，不足6个月则获1个月补偿。 令人诧异的是，公司自研的路由器芯片已有两颗成功流片，本可按计划迈入量产阶段，但最终未能逃过项 目终止的命运。业内分析指出，TP-Link自2021年组建自有芯片团队以来，相关技术迟迟未能实现商业 1 . TP-Link芯片事业部全员解散！自研芯片 ...

Core Viewpoint - The Ministry of Commerce of China has initiated an anti-discrimination investigation against the United States regarding measures taken in the integrated circuit sector, citing potential discriminatory practices under Chinese trade law [1][2]. Investigation Details - The investigation targets U.S. measures related to integrated circuits, including tariffs imposed since 2018 and restrictions on exports of semiconductor products and manufacturing equipment to China [1][2]. - Specific measures under scrutiny include rules limiting U.S. participation in Chinese semiconductor projects and restrictions on the use of advanced Chinese computing chips [2]. - The investigation will utilize various methods such as written questionnaires, hearings, and on-site investigations to gather evidence [3]. Investigation Timeline - The investigation commenced on September 13, 2025, with a standard duration of three months, subject to extension under special circumstances [5]. Public Participation - Stakeholders can access public information related to the investigation through the Ministry of Commerce's website and submit written comments within 30 days of the announcement [6][7]. - Requests for hearings can be submitted within 20 days of the announcement [8]. Government Consultation - The U.S. government has the option to request intergovernmental consultations with China within 30 days of the announcement to address the impacts of the investigated measures [9].

商务部：对原产于美国的进口相关模拟芯片发起反倾销立案调查 中华人民共和国商务部（以下简称商务部）于2025年7月23日收到江苏省半导体行业协会（以下称申请人）代表国内相关模拟芯片产业正式提交的反倾销 调查申请，申请人请求对原产于美国的进口相关模拟芯片进行反倾销调查。商务部依据《中华人民共和国反倾销条例》有关规定，对申请人资格、申请调 查产品有关情况、中国同类产品有关情况、申请调查产品对国内产业影响、申请调查国家有关情况等进行了审查。 根据申请人提供的证据和商务部初步审查，申请人相关模拟芯片的合计产量符合《中华人民共和国反倾销条例》关于申请人资格的规定。同时，申请书中 包含了《中华人民共和国反倾销条例》第十四条、第十五条规定的反倾销调查立案所要求内容及有关证据。 根据上述审查结果，依据《中华人民共和国反倾销条例》第十六条的规定，商务部决定自2025年9月13日起对原产于美国的进口相关模拟芯片进行反倾销 立案调查。现将有关事项公告如下： 一、立案调查及调查期 自本公告发布之日起，商务部对原产于美国的进口相关模拟芯片进行反倾销立案调查，本次调查确定的倾销调查期为2024年1月1日至2024年12月31日，产 业损害 ...

商务部公告2025年第50号 公布就美国对华集成电路领域相关措施发起反歧视立案调查 依据《中华人民共和国对外贸易法》第七条、第三十六条规定，任何国家或地区在贸易方面对中华人民 共和国采取歧视性的禁止、限制或者其他类似措施的，中华人民共和国可以根据实际情况对该国家或者 该地区采取相应的措施。商务部可自行或会同国务院其他有关部门发起相关调查。 商务部获得初步证据和信息显示，美国对华集成电路领域相关措施（以下称被调查措施）符合《中华人 民共和国对外贸易法》第七条规定的"在贸易方面对中华人民共和国采取歧视性的禁止、限制或者其他 类似措施"的情形。 依据《中华人民共和国对外贸易法》第三十六条、第三十七条规定，商务部决定自2025年9月13日起就 美国被调查措施启动反歧视调查。现将有关事项公告如下： 一、被调查措施 二、调查程序 依据《中华人民共和国对外贸易法》第三十七条规定，调查可以采取书面问卷、召开听证会、实地调 查、委托调查等方式进行。商务部根据调查结果，提出调查报告或者作出处理裁定，并发布公告。 三、调查期限 根据获得的初步证据和信息，本次调查对象为美国对华集成电路领域相关措施，可包括： （一）2018年以来，美 ...

Core Viewpoint - The 2025 Global AI Chip Summit will be held on September 17 in Shanghai, focusing on the theme "AI Infrastructure, Smart Chip New World," addressing the new infrastructure wave in the AI era and the breakthroughs in China's chip industry under large models [2][3]. Group 1: Event Overview - The summit will feature over 180 industry experts sharing insights on cutting-edge research, innovations, and industry trends, making it a significant platform for understanding AI chip developments [2]. - The event will consist of a main forum, specialized forums, technical seminars, and an exhibition area, providing a comprehensive agenda for attendees [2][3][5]. Group 2: Main Forum Highlights - The opening report will be delivered by Professor Wang Zhongfeng, focusing on "Shaping the Intelligent Future: Architectural Innovation and Paradigm Shift of AI Chips," discussing solutions to overcome bottlenecks in AI chip development [7]. - Key speakers include leaders from major companies such as Huawei and Yuntian Lifei, discussing trends in AI development and the strategic positioning of AI chips [7][8][9]. Group 3: Specialized Forums - The Large Model AI Chip Specialized Forum will address the competitive landscape of large models and the infrastructure needed for AI, emphasizing cost-effectiveness as a critical factor [18][19]. - The AI Chip Architecture Innovation Forum will explore new chip architectures, including wafer-level chips and RISC-V based solutions, highlighting the need for innovative approaches in the face of technological constraints [22][24]. Group 4: Technical Workshops - The workshops will focus on topics such as memory wall issues in traditional architectures and the importance of storage-computing integration in AI chip design [32][33]. - Experts will discuss advancements in DRAM near-memory computing architectures and the challenges of integrating heterogeneous systems for AI applications [34][35]. Group 5: Exhibition Area - The exhibition will feature over 10 exhibitors, including leading companies like Achronix and Sunrise, showcasing their latest technologies and solutions in the AI chip sector [3].