Fudan Micro - Ray: Internet Of Things And Ai Will Spawn Many New Forms Of Chips.

In July 7th, at the "new economy, new journey" high - level forum held by Shanghai National Accounting Institute, the director general manager and founder of the Fudan Microelectronics group, Shanghai, said in a speech that the two fields of IOT and artificial intelligence would provide a huge impetus to the integrated circuit, which would lead to the birth of Xu. Many new morphologic chips.

Shi Lei, general manager of Fudan Microelectronics

According to ray, Moore's law has come to an end today, and the chip's width has come to nanoscale, and the chip can't be reduced again, which means that more opportunities will be made later. The so-called Moore's Law refers to the number of components that can be accommodated in an integrated circuit when the price is constant, about doubling every 18-24 months and doubling the performance.

The emergence of quantum computers means the emergence of infinite computing power. In the integrated circuit industry, we are looking at two areas that will give an enormous impetus to integrated circuits. The first is the Internet of things, the interconnection of all things, the emergence of many new morphologic chips, and the second will be artificial intelligence, artificial intelligence hardware acceleration, artificial intelligence framework. Structural changes will also lead to some new chip companies. What will happen to new chip companies? An intelligent or semi customized architecture. "
In the future, artificial intelligence can be used to make programmable FPGA chips more than that of human beings, and it can be realized in two or three years, he said.

Compared with the high value of chips in the Chinese market, the valuation of chip companies abroad is not high. There are two main reasons for this phenomenon:

First, the competition of chip products is fierce, and the product renewal cycle is short. When a successful chip will soon occupy the market, a new challenge chip will emerge soon, namely the boxing effect. In terms of business schools, valuations are persistent. Once the continuity is broken, the valuation of chips will be a problem.

The second problem is that chip uncertainty is too risky. Whether the chip is successful or not is actually full of chance. It is not a successful indicator, but also with industrial interaction, the greater the risk of valuation. Therefore, it is reasonable to regard the chip industry as a black hole for investment.

So how can we explain the rising valuation of China's chip industry in recent years or the good performance of the capital market?

It is probably because of the combination of integrated circuits and the whole machine that the inertia or viscosity of integrated circuits in China is much larger than that of international integrated circuits. "There is a lot of license and certification in China, so that even if new products come out, it's hard to quit. What's the good of this? For capital, you can take a little breath. "