The US semiconductor ecosystem was exposed, involving nearly 500 locations in 42 states

Recently, the US Semiconductor Industry Association (SIA) launched a new map of the US semiconductor ecosystem on its official website. According to this tool, users can query nearly 500 sites related to the upstream and downstream industry chain of semiconductors in 42 states in various regions of the United States. These sites involve semiconductor manufacturing, chip design, intellectual property and chip design software suppliers, semiconductor materials and manufacturing equipment manufacturers and universities and research institutes. the Of particular note is the U.S. Semiconductor Ecosystem Map, which highlights announced corporate investments in new and expanded semiconductor ecosystem projects. These projects cover a range of activities required to support the U.S. chip ecosystem, including new, expanded or upgraded factories, semiconductor equipment facilities, and production facilities in various semiconductor fields (such as advanced logic, memory, analog and traditional chips). key materials used. According to the SIA disclosure, from the promulgation of the "Chip Act" in the spring of 2020 to the months after its promulgation in August 2022, companies in the US semiconductor ecosystem announced dozens of projects. Some highlights of announcements driven by the CHIPS Act through March 2023 include: Nineteen states announced more than $210 billion in new private investment to increase manufacturing capacity in the U.S.; more than 50 new semiconductor ecosystem projects announced across the U.S., including building new fabs, expanding existing factories, and providing chip manufacturing facilities for materials and equipment used, 44,000 new high-quality jobs announced in the semiconductor ecosystem as part of new projects; Reposted from: International Electronic Commerce, automatically translated by Google

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China's information technology development faces three opportunities and four challenges

China's information technology development faces three opportunities and four challenges On April 7, the 11th China Electronic Information Expo (CITE 2023 for short) opened in Shenzhen. With the theme of "Innovation Leading, Collaborative Development", this year's Electronic Expo has an exhibition area of 80,000 square meters. It has set up a CITE brand innovation theme pavilion, a new display and application pavilion, a new generation of information industry smart manufacturing pavilion, and a smart car technology pavilion. The 5 major pavilions, including the Basic Electronics Pavilion, focus on 7 major themes, including smart home, new display, high-end semiconductor, Xinchuang, big data and storage, basic components, and intelligent networked vehicles. More than 1,200 exhibitors participated in the exhibition, and many new Products, new technologies, new services, new models, new trends, and new concepts will be launched in a concentrated manner. In the forum activities in the morning, Mao Junfa, academician of the Chinese Academy of Sciences and president of Shenzhen University, analyzed the opportunities and challenges faced by China's information technology development. He summarized the opportunity into three points: China's information infrastructure is constantly improving. According to statistics, the total length of optical fibers laid in China exceeds the sum of the lengths of optical fibers in all other countries in the world. How terrifying is this? He said that regardless of whether the data is accurate or not, the country is very powerful in this regard. The commercial use of 5G will further expand the depth and breadth of information technology applications. The advent of the era of artificial intelligence has raised informatization to a new level. Of course there are opportunities as well as challenges. He summarized the challenge from four aspects: The core technology of informatization is controlled by people, lacking core and soul; Information security and public opinion control; The informatization infrastructure is generally good, but there is a large gap between urban and rural areas, and the gap between east and west. Even if the backward rural areas have money, they may not be willing to informatize. Once informatization, people will be laid off; How far does the existing scientific theory support the new technology? This is also a challenge. He pointed out that both Moore's Law and Shannon's Theorem are facing extreme challenges and require new theoretical breakthroughs. Reposted from: International Electronic Commerce, automatically translated by Google

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Thoughts on Dealing with the Loss of Industrial Chain

The loss of foreign companies has become the focus of attention. Fortunately, China's fundamentals have not changed and its charm remains unchanged. The relocation of companies is not as serious as foreign media exaggerate. For example, in 2022, the investment of German companies in China will reach a record 11.5 billion euros. However, the loss of foreign companies is indeed happening, especially in the fields of electronics and semiconductors. We must recognize the reality and solve the problem. The most important thing is that we still have many opportunities to reduce the loss. Recognize the loss of foreign companies How to deal with the impact of this wave of foreign relocation, we must first recognize the nature of this round of foreign company migration. First, "In fact, I don't want to leave, but I actually want to stay." This should be the true thinking of most international companies. In fact, most international companies are willing to continue to expand and strengthen the Chinese market in terms of psychology and action. Still a minority. After all, China is more efficient, the Chinese market is huge, the dividends of Chinese engineers are unrivaled in the world, China's capital is abundant, and China's demand is active. The relocation of enterprises is not a wish, but a last resort under non-market pressure from the outside world. The first is the political pressure to de-centralize, mainly from the US government. Although other Western countries have followed the United States, their attitude is far less firm than that of the United States, and they are even bucking the trend and increasing their positions in China. The second is the sequelae of cutting off the international supply chain during the epidemic. The West has long wanted to go to Sinochem, but no one really dares to cut off China's supply chain and really dares to leave China. But this unbelievable scene became a reality for a short time during the epidemic, giving the West an impossible opportunity to practice. The West has found that the global supply chain is in chaos. It does not seem to be the end of the world. The brutal epidemic has also increased people's tolerance for chaos. Therefore, de-sinification has become an issue that cannot be manipulated. This is the de-sinification after the epidemic. Finally, the cost in China has indeed risen. In the past few years, some companies have simply chosen to leave because of the rise in labor costs and land costs in China, and because of their small market share in China. In the end, with the joint efforts of the three, the floodgate of de-centralization was opened. Due to the increasingly tense Sino-US relations, the Heritage Foundation, a well-known American think tank, believes that China and the United States have entered a state of cold war. This may be sensational, but at least in the short term, Sino-US relations will not improve greatly. It is an irreversible state for a long time. Second, although the relocation of enterprises is a stick to beat mandarin ducks, and although most enterprises are unwilling to leave, a few enterprises that are determined to leave still go very resolutely. Under the dual pressure of political sanctions and tariffs, a small number of companies whose business is difficult to sustain have no choice but to leave despite all their reluctance. Although there is a big gap between Southeast Asia and Mexico compared with China, the infrastructure is not good, the power supply is insufficient, and the laborers are troublesome, but the gap in infrastructure and human quality is not unchangeable. The inability to repair the railway has been a long-term laughing stock in India, but in recent years Modi has invested 680 billion US dollars in the construction of the railway, using elevated roads and underground passages to bypass the private land problem that has plagued railway construction for a long time. Vietnam has built a large amount of thermal power generation, and it is estimated that the compound annual growth rate of power generation will reach 5.7% from now to 2030. Moreover, these places are abundant in manpower, and it is not difficult to tame labor. Therefore, poor conditions are not an unsolvable problem. Looking back at the early days of China’s reform and opening up, there are still a lot of problems while construction solves them. If because of these shortcomings, it is taken for granted that foreign companies will not relocate, or even dare to say that there is no threat to Sinochem. It has been several years since foreign companies have left. Companies like Apple have built factories in Southeast Asia for several consecutive years. If these places are not suitable for development, they would have given up. But the reality is that not only are foreign companies continuing to transfer, but they are also ordering their domestic supply chain companies to go along with them. Domestic supply chain companies have to go because they are worried about being replaced by other competitors. Thirdly, foreign companies have left but did not give up. Most of them "relocated and stayed at the front line, so that we can meet each other in the future." The relocation of large factories generally adopts the China +1 model. No matter how much is transferred, the production capacity to serve the Chinese market must still be sufficient. Of course, some companies with a small market share in China will completely withdraw from China. Foreign companies that are willing to keep their hands in the country will also keep a part of their domestic supply chain. This kind of operation leaves more room for these companies to maneuver. In the future, they only need to expand their scale when they return to China, instead of starting from scratch. Analysis and Thinking The impact of the transfer of foreign companies on our technological upgrading, employment and local economy is all-round. Especially when large-scale terminals are evacuated, tens of thousands of employees are often laid off. Such a large-scale evacuation caused the economy of some parks to collapse instantly. Therefore, we must attach great importance to telling new stories about China, proactively connect with foreign companies, find new cooperation models under the new situation, and prevent the worst from happening. According to the previous analysis, foreign companies left China amidst conflicts, leaving room for us to make efforts, and there are still opportunities to save some links. First, if the relocation of foreign companies cannot be changed, at least try to reduce the scale of the relocation, and try to keep the processes that can stay in the country and still have cost advantages in the country; if the relocation scale cannot be reduced, at least try not to do a liquidation relocation No matter the factory or the R&D department, at least keep a shell to wait for the environment to change, so as to facilitate future return; if you have to completely relocate, at least try to relocate but do not exclude Chinese companies from continuing to do the supply chain. Second, we are in a policy competition with Europe and the United States. The United States has unabashedly implemented a large-scale discriminatory subsidy policy for the manufacturing industry. We must also take action, and we must use a subsidy policy that occupies the moral high ground. One is to take advantage of China's clean energy advantages, eliminate resource-intensive and high-pollution enterprises with high energy consumption, encourage enterprises to use clean energy, subsidize all enterprises willing to stay in China, reduce carbon emissions, and highlight product carbon labels (the carbon emissions) value; the second is to use advanced manufacturing to fight against low-cost manufacturing, encourage enterprises to increase automation and intelligence, optimize the supply chain turnover system, improve customs clearance efficiency, reduce costs, and strive for the comprehensive cost of foreign companies in China to be lower than other regions in the world . Third, despite the rapid relocation, we should immediately start to guide the repatriation of foreign companies. China has come out of the epidemic in an all-round way, the flow of people and logistics has resumed unimpeded, and the economy has begun to recover. It is more attractive to companies that have left, especially those that are not doing well abroad. Rewards and subsidies are given to companies that are willing to return, and they are unwilling to return as a whole, so as to strive for the return of some orders, or the intermittent return of orders. In short, fight for as much as you can, and don't give up any opportunities. Fourth, some domestic supply chain companies have to follow foreign companies, otherwise their market share will be lost. We must understand the difficulties of these enterprises, create the necessary convenience, and allow Chinese enterprises to go global. As long as these companies are not kicked out of the global supply chain, their growth will still be made in China. Fifth, under the framework of the Belt and Road Initiative, take advantage of the convenience of geographical proximity to speed up the process of regional integration with Vietnam and other Southeast Asian countries, facilitate the flow of factors, allow factors to flow according to their efficiency, and reduce unnecessary physical flows. Sixth, this crisis has brought enormous pressure to local governments at all levels. Pressure is the driving force, which brings us an opportunity to change our work style and improve our service level. Make good use of this crisis, improve government efficiency, optimize industrial layout, transform the business environment, and guide more resource elements to flow to advanced manufacturing, making China more attractive to the world. Summarize The loss of foreign companies has already occurred, and the negative effects are gradually emerging. The confrontation between China and the United States is gradually protracted, and this process will most likely last for many years. Therefore, we must attach great importance to it and cannot imagine that it will end automatically. We must take the initiative to connect with foreign companies, listen to their needs, and do everything possible to retain and restore their hearts. We ourselves must not be discouraged. Large-scale foreign companies mainly adopt the layout model of China +1, and have not completely moved out of China. We must tell a new story about China under the new situation, and amplify the role of the Chinese market in order to resist external storms. I believe that through this storm, we will further improve the business environment and industrial structure in the predicament, and Chinese manufacturing will also take the lead in entering the era of intelligence and low carbonization, with higher efficiency and higher production capacity. Value to participate in global competition. By that time, China will definitely be the destination that international companies are rushing to return to. Reposted from: International Electronic Commerce, automatically translated by Google

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China's cloud service spending to grow 12% in 2023

Compared with the strong performance of the past few years, the growth rate in 2022 has dropped significantly (annual growth rate of more than 30% in the previous three years). The impact of the pandemic and its restrictions cannot be ignored - businesses are showing less enthusiasm for cloud adoption and more focus on the operational cost benefits cloud computing brings. Customers who have migrated to the cloud are starting to focus on platforms and software services. As restrictions are lifted, the negative impact on businesses is winding down and demand for cloud computing is poised to return. But a certain level of caution around IT budgets will make it difficult for cloud computing growth to return to its peak. In 2023, Canalys expects spending on cloud infrastructure services in China to grow by 12% for the full year. In 2022, the top four cloud computing vendors in mainland China, Alibaba Cloud, Huawei Cloud, Tencent Cloud and Baidu Smart Cloud, will increase by 9% in total, accounting for 79% of total cloud service customer spending. Carrier companies led by China Telecom are trying to seize market share by launching their own cloud services, resulting in a very slight decline in the market share of the top four cloud computing vendors. The competitive pressure brought to the top four manufacturers will be further reflected, especially in the government and public sectors, because this part is where the operators' competitive advantages lie. Although the carrier cloud is gaining momentum in its infancy, there are still gaps in the provision of platforms and software capabilities. They need to bridge this segment of the gap before they can become a strong player in the cloud infrastructure services market. In 2022, PaaS (Platform-as-a-Service) will account for 23% of the entire Chinese cloud service market. "Enterprise customers' requirements for cloud services have become more complex, and many customers require customization, and the focus has shifted from simply providing cloud infrastructure to providing comprehensive cloud platforms and software capabilities," said Canalys research analyst Yi Zhang. "The share of PaaS is expected to increase in 2023 as China's leading cloud vendors announce investment in recruiting vertical-focused partners to provide customers with PaaS solutions." Alibaba Cloud remains No. 1 in 2022, accounting for 36% of total customer spending on cloud infrastructure services after a 7% year-over-year increase. Alibaba Cloud has had a tough year, with growth rates declining quarter-over-quarter after a strong 2021. However, shrinking revenue from internet-based customers (which is Alibaba Cloud's strongest business unit) is expected to decrease in 2023. Cloud demand from internet-based customers will rebound as the economy stabilizes after pandemic restrictions are lifted. After overcoming the security crisis, Alibaba Cloud is actively seeking customer expansion opportunities in the government and public affairs fields. Alibaba Cloud is making steady progress in its overseas expansion, announcing the opening of a third data center in Japan this quarter. Looking across 2022, it launched six new data centers in Asia Pacific, the Middle East and Europe, spanning three continents. Huawei Cloud ranked second with a 19% market share and grew 13% annually, ahead of the overall market growth. In 2022, HUAWEI CLOUD has achieved considerable returns from its investment and construction of the channel ecosystem, with revenue from partners increasing by 55%. It announced that it will upgrade its partner program to provide partners with more attractive benefits in terms of partner incentives, but the specific content of the upgraded partner program remains to be seen. In addition, benefiting from its strategy of helping Chinese companies expand overseas, HUAWEI CLOUD's revenue growth in overseas regions this year has been impressive. It plans to open new data centers in Turkey, Saudi Arabia, the Philippines, Egypt and other regions in 2023. Tencent Cloud ranked third with a market share of 16%. Tencent Cloud continued to be affected by internal business restructuring this year, and revenue growth slowed down. However, following its profit-focused strategy, it has turned its attention to developing platform and software service capabilities, and it will rank second in the PaaS market in 2022, behind Alibaba Cloud. In addition, it launched a new audio and video brand Media Services in 2022, covering 400 one-stop audio and video media services. Tencent Cloud is determined to become a competitive and differentiated advantage based on its media service experience. Tencent Cloud has recently expanded its product portfolio, including the launch of "Metaverse-in-a-Box" to accelerate enterprises' journey into the "Metaverse". Baidu Smart Cloud will account for 9% of China's cloud computing market in 2022 and grow 11% year-on-year. Baidu Smart Cloud restructured its cloud business in the fourth quarter and proactively shed low-efficiency projects, which will have an impact on its growth rate in the short term. Baidu has been following a strategy of combining artificial intelligence and cloud services. With the launch of ChatGPT making waves, Baidu launched a local version of the ChatGPT model in March 2023. In the future, Baidu Smart Cloud is likely to use this as a unique value proposition to attract enterprises to join Baidu Smart Cloud, similar to Microsoft's integration of OpenAI. Cloud Infrastructure Services Canalys defines cloud infrastructure services as providing Infrastructure as a Service (IaaS) and Platform as a Service (PaaS) on dedicated hosted private infrastructure or shared public infrastructure. This does not include direct software-as-a-service spending, but includes revenue generated from providing infrastructure services to host and operate the software. Reposted from: International Electronic Commerce, automatically translated by Google

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The semiconductor and automotive electronics tracks are still hot, and a 4 billion yuan industrial fund will be established

On March 9, SAIC Motor announced that in order to further improve the company's expansion and flexibility in the layout of the automotive industry, the company's subsidiaries SAIC Financial Holdings, Huayu Shanghai, Donghua Automobile, and Zoomlion Electronics intend to cooperate with Zhanxin Fund , Modern Industry Fund, Chongqing Yufu, etc. plan to jointly invest in the establishment of "Henan Shangqi Huirong Shangcheng No. 1 Industrial Fund Partnership (Limited Partnership)". According to the announcement, the newly established industrial fund has a target subscribed capital contribution of 4 billion yuan, and the first closed scale is 3.373 billion yuan. Among them, SAIC Group subscribed a total of 1.47 billion yuan, holding 43.58% of the fund shares. The fund will focus on fields related to automotive electronics, semiconductors, new energy, and industrial chain extension, focusing on subdivided track projects such as autonomous driving, smart cockpit, low-carbon travel, semiconductors, and information security related to the industrial chain. It is worth mentioning that within one month of last year, SAIC Motor participated in the establishment of industrial funds three times. The investment directions of these funds include dual carbon, semiconductors, automotive electronics, advanced manufacturing, new materials, new energy, intelligent network and so on. Automobiles are one of the important application scenarios of chips. In recent years, with the development of intelligent and electrified automobiles, chips have become more important. In this regard, the country has successively issued a number of industrial policies, such as "Automotive Semiconductor Supply and Demand Docking Manual", "Smart Vehicle Innovation and Development Strategy", "Automobile Industry Medium and Long-Term Development Plan", etc., to encourage and support the development and innovation of the automotive chip industry, and then seek To achieve the goal of domestic substitution. With the iterative update of automobile technology and the periodic shortage of chip supply, the lack of chips for car companies has always been the focus of heated discussions in the global auto industry. With supply in short supply and opportunities and challenges coexisting, many domestic car companies have broken the situation through strategic investment, independent research and development, and joint research and development. In addition to the above-mentioned SAIC Group, many domestic car companies such as BYD, Great Wall, Dongfeng, and Changan have also begun to accelerate the layout of the automotive chip industry chain. In the long run, domestic car companies are actively developing automotive electronics, semiconductors and other fields, not only to cope with the current shortage of cores, but also to meet the current hot wave of new energy vehicles. We will wait and see whether domestic car companies will explore a path of self-development and sustainable development in the future. Reposted from: International Electronic Commerce, automatically translated by Google

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Artificial Intelligence Voice Assistant Trends

Artificial intelligence voice assistants are being integrated into cars to achieve free and intuitive functions. Voice assistants such as Apple Siri can recognize and respond to natural language orders, so that drivers can interact more effectively with vehicles. It is complicated to integrate natural voice virtual assistants and require a lot of professional knowledge in resources and learning and data collection. Therefore, only a few companies can successfully achieve this. The popularity of ChatGPT has prompted many people to think about AI's potential applications. One of them is in the automotive field. With the simplification of the vehicle dashboard, the trend of integrating more functions to the central display, such as entertainment, climate control and vehicle diagnosis. The central computer in the vehicle is becoming more and more powerful, and can do more. All of this allows the driver to interact with their vehicles in a simpler and more user -friendly way, and at the same time enable more advanced and customized functions for the vehicle itself. In addition, this matches the development of software definition vehicles, the latter controls all vehicle functions by using a centralized software architecture to make this integration further. This allows greater flexibility and the ability to update the vehicle system through the air (OTA). People are increasingly needed to integrate additional functions into the central display, such as voice assistant, car digital assistant, and other senior driver assistance systems (ADAS). However, excessive simplification can lead to many problems. Although modern cars generally use touch screen displays, some people still like to use knobs or buttons in the car cab. The following are some reasons: Touch Feedback: Many people find that using these physical controls is more intuitive than browsing the digital menu on the touch screen display. The knobs and buttons will provide physical feedback when they are pressed or rotated, which allows you to interact easily with the control without the need to remove the sight from the road. Visible: In some cases, the knobs and buttons are more likely to see and use under the bright sun or other challenging light conditions, because they are not affected by glare or reflection like the touch screen display. Safety: The use of physical knobs and buttons is safer to interact with the touch screen display because it allows the driver to put their hands on the steering wheel and stare at the road. Therefore, installing a user -friendly, reliable and intuitive simplification of the human -machine interface (HMI) on the central screen of the car is critical to minimize the driver's learning curve and enable them to easily and efficiently access the required need Functions without any errors. The most important one is the virtual voice assistant. There are several popular virtual voice assistants in the market today, such as Amazon Alexa, Google Assistant, Apple Siri, Microsoft Xiaona, Samsung Bixby, Baidu Duer and Xiaomi Xiaoli. In addition, there are other proprietary virtual voice assistants designed for the automotive industry, such as CERENCE, Soundhound house, Harman Ignite and Nuance Dragon Drive. Most of the virtual assistants in the automotive industry are integrated with the vehicle information entertainment system, providing drivers with various voice control functions, including recreational telephone, weather forecast, music flow and voice control navigation. In addition, they aims to identify and respond to natural language orders so that drivers can interact with vehicles in a more intuitive and easier way. By providing a safe and convenient way to interact with the vehicle, these virtual voice assistants allow the driver to put their hands on the steering wheel and stare at the road. Although the virtual voice assistant has improved significantly in recent years, there are still some challenges to be resolved. The following are some common problems currently existing virtual voice assistants: Understanding complex commands: Virtual voice assistants may encounter difficulties when understanding complex commands or requests involving multiple variables or conditions. Voice and dialect: Virtual voice assistants may also be difficult to understand users with different accents or dialects. Background noise: virtual voice assistant may be very sensitive to background noise, which makes it difficult for them to understand the user's command or request. Privacy issues: As virtual voice assistants become more and more common, people are more and more worried about the privacy of user data. Integration with other automotive system: virtual voice assistant may be difficult to integrate with other systems or equipment, which may limit its function and practicality. ChatGPT can be said to be natural language and talks like humans, because it is a language model that uses deep learning technology called the Transformer architecture to train a lot of text data. During the training, ChatGPT came into contact with a large amount of natural language text data, such as books, articles and web pages. This enables it to learn the patterns and structures of human language, including grammar, vocabulary, syntax and context. Different from the widely foundation training methods, natural language training (such as training provided by ChatGPT) allows the development of models that fine -tuning for specialized datasets, which may include commonly used vehicle commands or a series of different ethnic accents. Then fine -tune the model by further training models on the large -scale unsigned data corpus to improve its language understanding ability. In general, the potential of car natural language voice dialogue assistants is huge. With continuous research and development, we can expect to see more advanced and more complicated voice assistants in the future. It is a complex and time -consuming process to develop a successful use of a natural language virtual voice assistant for cars. It requires multiple iteration training and fine -tuning. Because development requires a lot of data, computing resources and professional knowledge, only a few companies such as Microsoft, Tesla, Nvidia, Qualcomm, Google and Baidu have resources to take on this work. The development of this technology is estimated to take three to four years. The demand for vehicles above level 3 will increase. Just as our report, "Should the original equipment manufacturer of automobiles enter the production of autonomous driving chips?" The automotive industry will face obstacles related to electrification and intelligent technology, and requires continuous capital investment and semiconductor suppliers. Therefore, only a few veteran car manufacturers with considerable economies can provide funds for these measures. The increasing popularity of natural voice control in cars will only exacerbate these challenges. Reposted from: International Electronic Commerce, automatically translated by Google

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