electric news Forum Internet of Things and artific..

Recently, at the “New Economy, New Journey” Entrepreneur Forum held by the Shanghai National Accounting Institute, Shi Lei, managing director and founder of Shanghai Fudan Microelectronics Group, said in his speech: IOT (Internet of Things) and artificial intelligence. The field will provide a huge impetus to the integrated circuit, which will lead to many new forms of chips. Shi Lei believes that the development of Moore's Law to this day has been terminated, the chip width has been reduced to nanometers, and the chip can no longer be reduced, which means that the chances of later generations will be more. The so-called Moore's Law means that when the price is constant, the number of components that can be accommodated on an integrated circuit will double every 18-24 months, and the performance will double. DTM04-4P-E004 "The emergence of quantum computers means the emergence of infinite computing power. In the IC industry, we are focusing on two areas that will give a huge impetus to integrated circuits. The first is the Internet of Things, the Internet of Everything, will provide The emergence of many new morphological chips; the second will promote the development of the chip is artificial intelligence, artificial intelligence hardware acceleration, artificial intelligence framework structure changes will also appear some new chip companies, what will appear in the new chip companies What? Intelligent or semi-customized architecture." Shi Lei believes that in the future, artificial intelligence as a programmable FPGA chip may exceed the chip made by human beings, which is estimated to be realized in two or three years. CS-DSDMDB15MF-015 Relative to the high valuation of chips in the Chinese market, foreign companies have not been highly valued for chip companies. Shi Lei believes that the main reasons for this phenomenon are two: The first is the fierce competition in chip products, and the product replacement cycle is short. When a successful chip quickly takes over the market, there is often a new challenge chip, the boxing effect. According to the business school, the valuation is continuous. Once the continuity is destroyed, the valuation of the chip will be problematic. The second problem is that the uncertainty of the chip is too great. The success of the chip is actually full of contingency, not the success of the indicator, but also the interaction of the industry, the greater the valuation risk. Therefore, there is some truth to the chip industry as a black hole for investment. So, how to explain the rising valuation of China's chip industry in these years or the good performance of the capital market? Shi Lei believes that it is very likely that the integrated circuit and the whole machine are matched. The inertia or stickiness of Chinese integrated circuits is much larger than that of international integrated circuits. "China has a large number of licenses and certifications, so that even if there is New products come out, old products are also difficult to exit. What are the benefits? For capital, you can take a breather."