Recently, the concept of GPT-4 is hot, and the more amazing is the Bing AI drawing, let's take a look at the beauty of classical Chinese culture.
A Fang Gong Fu
Peach Blossom Origin
Cosmic devastation
Overall, AI's text understanding and drawing have met expectations, and can be used in games and movies in the future. Human-machine dialogue and mapping launched abroad, domestic Baidu only ran the data, and hastily launched an imitation version of human-machine dialogue, nothing new, relatively foreign countries are indeed a little behind. But the software thing, or depends on the commercial product application, slowly produce value. I hope that there will also be better innovation points in China.
In terms of computing power, China's hardware gap is large, but the cloud built by East Data and West in previous years, as well as the reserve of NVIDIA chips, are currently just enough. There are new business flashpoints in the next few years, and computing power may be tight.
Today, listening to the exchange meeting of SMIC experts, the fab reduced its production capacity by 10% in the first quarter, compared with 97% last year, and the current production capacity has reached 93%. SMIC bet on the correct 28nm mature process, and signed a lithography machine agreement, the delivery date is delayed, but it can be delivered. At present, the southern factory has 7nm mass production, 15,000 pieces, and the main customer is the Kirin chip of the chrysanthemum factory, which is used in 5G baseband and mobile phones.
Affected by 2022, enterprises are more pessimistic and placed conservative orders. It is expected that in the fourth quarter or the first quarter of next year, there may be destocking and demand will begin to rise.