Brain-Computer Interface Brain Science
The chief engineer of the Ministry of Industry and Information Technology said at the 2023 Zhongguancun Forum on May 29 that the mainland has formed a brain-computer interface industry chain covering the basic layer, technology layer and application layer, and has applied it in the fields of medical care, education, industry, entertainment and so on. In the future, the application of brain-computer interface will be regarded as an important direction to cultivate future industrial development.
Neauralink, Musk's brain-computer interface company, announced that it has been approved by the U.S. Food and Drug Administration to conduct clinical studies in humans.
Guosen Securities said that with the continuous exploration and cross-integration of computer science, neurobiology, mathematics, rehabilitation medicine and other related disciplines, brain-computer interface technology is moving from basic scientific research to the market, and has great potential for application in medical, education and consumer goods markets. The market size is expected to reach $70 billion to $200 billion between 2030 and 2040.
Peking University Pharmacy (000788): The "brain science research" science and technology special program launched by Peking University.
E&P Technology (300211): Huami Technology, an affiliate of Huami Technology and the Advanced Technology Research Institute of the University of Science and Technology of China, announced the establishment of a joint laboratory for brain-computer intelligence.
Jiachuang Video (300264): Make full use of its industry advantages and R&D advantages in the video field, and gradually promote the continuous integration of VR technology with advanced technologies such as big data, cloud computing, artificial intelligence, and brain-computer interfaces.
02
Servers, games
The influx of NVIDIA orders with the most urgent handling level (SHR) has pushed the capacity utilization rate of TSMC's 5nm process platform to near full load. NVIDIA express orders include H100, A100, H800, A800.
TSMC's SHR for NVIDIA AIGPUs will last for a full year. Previous orders from NVIDIA have boosted TSMC's 7/6nm process utilization. The price of NVIDIA A100 began to rise in December last year, and as of the first half of April this year, the cumulative price increase in 5 months reached 37.5%; During the same period, the price of A800 increased by 20.0%. The NVIDIA GPU delivery cycle has also been lengthened, and now it basically takes three months or more.
TF Securities said that ChatGPT brings rapid growth in demand for computing power, heterogeneous computing has become a development trend, and ChatGPT's training and inference scenarios will bring incremental demand for the server market, and it is expected that the market scale of AI server industry chain will usher in a period of rapid growth in the future.
NVIDIA announced on its official website on May 29 that it will provide a custom AI model foundry service to develop AI models running on the cloud and PC, and developers can use the service to build and deploy customized language, dialogue and animation AI models in its software and games.
03
White goods
At 13:09 on the 29th, the temperature in Xujiahui, Shanghai, was 36.1 degrees, breaking the highest temperature record in May in a century, and the previous record was 35.7 degrees, which occurred in 1876, 1903, 1915 and 2018.
Everbright Securities said that the air conditioning industry is expected to continue to be high in the second and third quarters of 23 years, catalyst or high temperature climate, the World Meteorological Organization previously announced that the probability of El Niño from July to September this year is 80%, and there is a 60% probability of May to July.
The leading enterprises of domestic white goods mainly include: Midea Group, Gree Electric Appliances, Haier Zhijia, Hisense Home Appliances, Changhong Meiling. Among them, Hisense Home Appliances and Changhong Meiling are second- and third-line air conditioning brands under the blessing of state-owned enterprise reform.
04
Digital watermarking intellectual property
At Microsoft's Build 2023 developer conference, Microsoft announced that it will allow anyone to identify whether an image or video clip generated by Bing Image Creator and Microsoft Designer is generated by AI. The technology uses cryptography to tag and name the content of AI students, and attach metadata information about its source.
Guotai Junan said that data watermarking can be used to ensure the quality and authenticity of digital content, which can effectively protect the copyright of data elements. The digital watermark can be identified and identified by the producer, and the information hidden in the carrier can achieve the purpose of identifying the content creator, purchaser, transmitting secret information or determining whether the carrier has been tampered with.
Beixinyuan (300352): The company's watermark system covers two types of watermarks: explicit watermarks and hidden watermarks. These two types of watermarks provide comprehensive protection against leakage in various scenarios such as screen secretly shooting, screenshots, and file printing, and can accurately locate the source of leakage through forensic documents. The watermark system is suitable for finance, energy, military, commercial secrets and other industries, and has been used in many projects.
Dafang Zhongke (002819): The company's subsidiary Wanlihong has digital watermarking related technologies, which are mainly used in the fields of security and confidentiality, steganography and traceability.
Oriental Guoxin (300166): The company has digital watermarking technology, which can do anti-counterfeiting tracking for model output.
05
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