On April 22, the "Entering Zhangjiang Science City: Deep Insights into AI and Semiconductors" event was held, guided by the Science and Economic Work Committee of Pudong New Area, the Investment Promotion Service Center of Pudong New Area, the Zhangjiang Science City Construction Management Office (Zhangjiang Administration), and the Lujiazui Group, co-hosted by the Cheung Kong Graduate School of Business and Puying Assets, with the Shanghai branch of Shanghai Pudong Development Bank and Tianfeng Research Institute as joint hosts.

The event attracted well-known experts, industry leaders, chairmen of listed companies, and heads of leading enterprises from the technology and finance sectors. By conducting in-depth research on leading listed companies in the AI and semiconductor fields, insights into the integration trends of underlying semiconductor technology and cutting-edge AI applications were gained, establishing a high-end communication platform between "listed companies - business schools - research institutions" to support industry synergy and innovative development.

During the guest exchange segment, Hu Wei, Deputy Director of the Zhangjiang Administration, focused on introducing the "Innovation Ecology Leading Action" of Zhangjiang Science City, sharing the significance and achievements of strategic layout in the AI and semiconductor fields. He stated, "Zhangjiang Science City is a brand of innovation in China, a banner of innovation in Shanghai, and hopes to work hand in hand with all sectors of society to jointly build a science and technology innovation ecology, cultivate a fertile ground for innovation, and focus on a new start for Zhangjiang."

Zhou Chunsheng, a finance professor and vice president of the senior management education program at Cheung Kong Graduate School of Business, stated during his speech that innovation is not a Pareto improvement, and in uncertainty, enterprises can only ensure they are on the right side of the normal distribution by continuously disrupting and learning to create. AI and semiconductors are perfect examples of continuous disruption, and have indeed become key to global technological development. In the future, the integration of AI and semiconductor industries will be even closer, especially in emerging fields such as intelligent computing and Edge Computing, where the computing power and energy efficiency of semiconductors will become key factors determining the performance of AI applications.

Currently, the tariff war is forcing the semiconductor and AI industries to accelerate localization. Zhou Chunsheng believes that the tariff war has resulted in increased inflation pressure in the USA and impacted economic growth, while China's export trade is under pressure and the technology industry faces challenges in acquiring key equipment and technologies. However, there are opportunities in crisis, as the tariff war accelerates the localization development of industries, such as EDA tools and lithography equipment.

Zhou Chunsheng suggested that enterprises closely track tariff negotiations, promote market diversification, optimize supply chain layout, enhance competitiveness through brands and technology, develop new paths to respond to the tariff war, and push China's semiconductor and AI industries to new heights.

Tang Haiqing, Secretary of the Party Branch, Director, Managing Director, and Chief Analyst for the technology industry at Tianfeng Research Institute, presented the keynote speech "The Once-in-20-Years Technological Revolution - AI," stating that the tariff war has impacted the semiconductor and AI industries but also has positive factors for industry development. The global scale of computing power is rapidly growing, DeepSeek is promoting the development of domestic computing power, and large models are continuously evolving. AI is being applied in multiple fields, with the rapid development of edge AI and AI Agents. Enterprises should grasp the trends in technological development, utilize the characteristics of domestic computing power, seek breakthroughs in difficult situations, and promote the continuous development of the semiconductor and AI industries to cope with the challenges of the tariff war.

The Chairman of Verisilicon Microelectronics (Shanghai) Co., Ltd., Dai Weimin, provided a detailed introduction to the company's progress and advantages in the semiconductor IP licensing service sector during this event. As a globally renowned chip design service provider, Verisilicon's IP licensing services have been widely applied in various fields, including Consumer Electronics, Automotive Electronics, and the Internet of Things. According to IPnest's 2024 Statistics, Verisilicon ranks eighth globally in sales revenue from semiconductor IP, and its IP types are among the top two in companies ranked in the global top ten.

Dai Weimin stated that DeepSeek has promoted the application and explosion of edge-side AI technology, stimulating the launch of low-parameter models and providing support for deploying large AI models and small AI models on end devices. It is expected that by 2030, generative AI will increase semiconductor revenue in the server field to three times that of 2024. As customer products gradually enter mass production, Verisilicon will further enhance royalty income and expand the scale effect of its IP licensing business.

Zhou Xi, Chairman and President of CloudWalk Technology, shared the company's cutting-edge achievements in the field of AI. As a domestic AI solution provider, CloudWalk's core products, human-machine collaborative operating systems and AI solutions have been widely applied in various industries such as smart finance, urban governance, and intelligent mobility.

Zhou Xi mentioned that CloudWalk's large model ranks seventh domestically in the SuperCLUE April 2024 list, and its self-developed 'All in One' infrastructure provides strong support for the efficient running of models. He also stated that in the future, Agents will disrupt production and management efficiency, promote knowledge equality, and enhance the professional capabilities of businesses in various fields. It's expected that 'killer applications' for large models will emerge in the next 2-3 years.

Tian Ye, Deputy General Manager of the Technology Finance Department at Shanghai Pudong Development Bank, provided a detailed interpretation of cutting-edge trends in technology finance. He indicated that the trade war is impacting the chip and AI industries, presenting challenges such as export obstacles and difficulties in technology acquisition. Under the 'Digital Intelligence' strategy, Shanghai Pudong Development Bank utilizes the 'PuKe 5+7+X' product system to provide financial support at various stages of the industry. It utilizes AI to build a smart service system, enhancing service and credit efficiency. By accurately assessing enterprises using a five-force model, it provides 'patient capital'. Shanghai Pudong Development Bank aims to help the industry withstand trade war risks and achieve stable development.

Ding Yaming, Founder of Puying Assets, stated that innovation in technology cannot be separated from a comprehensive reform of 'production, learning, research, and investment'. He hopes to use capital as a link to coordinate the industrial chain capabilities of listed companies and to unblock the bottlenecks between investment and industry. In the future, Puying Assets will collaborate with Changjiang Business School, continuously focusing on the new quality productivity track, and will primarily develop a resource platform for the 'Listed Company Pioneer Project'.