8月24日晚间，宁波隔空智能科技有限公司发布讣告，董事长林水洋博士于2025年8月20日因病不幸逝 世。 林水洋作为隔空科技开创者，为其创立与壮大鞠躬尽瘁，带领团队在全球智能传感芯片领域崭露头角， 奠定了坚实发展基础，公司及同仁对其离世沉痛哀悼，向其家人深切慰问。追悼会定于8月27日上午11 点，在上海浦东殡仪馆凌霄厅举行 。 资料显示：隔空科技2017年成立，专注高性能无线射频、微波毫米波、雷达传感器等技术研发，提供芯 片、模组、软件算法一站式方案。其5.8GHz、24GHz等多系列雷达芯片及车载毫米波雷达芯片等产 品，广泛应用于智能物联网、智慧照明、汽车ADAS等领域。公司已获富浙基金、TCL创投等知名机构 投资，在多地设有研发及销售中心。 ...

Group 1 - GlobalFoundries is taking bold steps in the Chinese market despite a bleak outlook for Q3 due to weak consumer demand, focusing on a "Made in China" strategy and launching automotive-grade CMOS and BCD technologies [2] - The company aims to retain full control over intellectual property and quality while leveraging strong customer relationships in China, having secured design orders in battery management, radar, microcontrollers (MCUs), and power management integrated circuits (PMICs) over the past year [2] - CEO Tim Breen noted that this initiative has sparked strong interest from Chinese customers, who are seeking not only domestic supply but also the ability to serve overseas markets through GlobalFoundries' global influence [2] Group 2 - GlobalFoundries is not the only chip manufacturer localizing its operations in China; NXP is also considering partnerships with local foundries to achieve complete chip production in China [3] - The company has a pessimistic outlook for Q3, expecting revenue of $1.68 billion, which is below Wall Street's expectation of $1.79 billion [3] - In June, GlobalFoundries raised its investment plan to $16 billion, including an additional $1 billion in capital expenditures and $3 billion for R&D in next-generation electric vehicle and AI server chips, with Q2 revenue reaching $1.69 billion and earnings per share of $0.42, exceeding expectations [3]

Core Insights - The development of photonic chips is seen as a significant breakthrough in overcoming Moore's Law, with global investments aimed at practical applications [1] - A team led by Professor Wang Cheng has created a microwave photonic chip that processes electronic signals at speeds 1000 times faster than traditional processors, with lower energy consumption [1][2] - The establishment of a startup, Xili Photonics Technology, indicates that the technology is moving closer to practical application, having secured multi-million funding [2] Group 1: Technological Advancements - The new microwave photonic chip utilizes a lithium niobate platform, enhancing system stability and cost-effectiveness [2] - The chip's capabilities include ultra-fast simulation of electronic signal processing and high precision in calculations [1][2] - The research focuses on integrating more complex functions into photonic chips to facilitate real-world applications [2][3] Group 2: Market and Industry Context - Despite a decline in market enthusiasm for financing, government support for hard technology remains strong, which may benefit the development of foundational technologies in China [2] - The shift towards optical interconnects in data centers is driven by the increasing demands of AI models, replacing traditional copper cables with fiber optics [7][8] - The concept of "optical interconnect" is becoming more prevalent, with fiber optics being used for both long-distance and short-distance data transmission [7] Group 3: Future Directions and Applications - The focus is on achieving higher levels of photonic system integration, with plans to explore applications in radar, microwave signal processing, and spectrum sensing [5][6] - The company aims to develop a high-performance integrated photonic chip platform, with potential applications in autonomous driving and 6G communication [11][12] - The integration of multiple devices on a single chip is a key goal, allowing for complex functionalities previously requiring larger systems [9][10]