Weekly Insights June 16 | The First AI Chip Design System’s CPU “Enlightenment 1” Completes Tape-Out; Meituan’s Drone Delivery Service Normalizes Operations in Hong Kong

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2025.06.16

Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong Kong

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This week’s keywords: 【Accelerating the Commercialization of Technology】 The CPU “Enlightenment 1”, based on the world’s first AI chip design system, has completed tape-out. The first pilot line for photonic chips in China (Wuxi) has produced 6-inch thin-film lithium niobate wafers. Longi’s perovskite tandem battery conversion efficiency has surpassed 33%, accelerating the commercialization process. Tongji Hospital, affiliated with Huazhong University of Science and Technology, has launched a specialized outpatient clinic for brain-machine interface technology assessment and treatment. Meituan’s drone delivery service has normalized operations in Hong Kong…

Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong Kong

PART 1: Artificial Intelligence

A new architecture opens the era of long-text large models on the edge, with the world’s first native multimodal world model released.

1. New architecture opens the era of long-text large models on the edge. On June 6, Mianbi Intelligent announced that its next-generation context-sparse efficient architecture model MiniCPM4.08B achieved the industry’s first system-level context-sparse language model innovation. Compared to models of similar size like 0wen-3-8B, Llama-3-8B, and GLM-4-9B, its long-text reasoning speed has achieved a stable 5-fold improvement, with a maximum acceleration of up to 220 times in extreme scenarios, marking the beginning of the long-text era on the edge. Currently, the MiniCPM series has surpassed 10 million downloads across all platforms..Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong KongImage: MiniCPM continues to advance the density law(Source: Mianbi Intelligent) 2. The world’s first native multimodal world model released. On June 6, the Zhiyuan Institute released the world’s first native multimodal world model, Emu3. By introducing a new type of visual tokenizer, Emu3 constructs a unified representation space that does not require consideration of modalities, ultimately achieving understanding and generation of arbitrary combinations of text, images, and videos. This is expected to promote the transition of AI systems from “understanding and generating a single modality” to “seamless collaboration across multiple modalities.” Currently, several companies are laying out world models, including World Labs founded by Fei-Fei Li, NVIDIA, Google, and domestic companies such as Kunlun Wanwei and Koala Youran, which are key cornerstones for achieving general intelligence (AGI)..Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong KongImage: Emu3 native multimodal world model(Source: Zhiyuan Institute)Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong KongPART 2: Integrated Circuits and Intelligent Hardware

The world’s first AI chip design system “Enlightenment” has been released, the first 6-inch thin-film lithium niobate photonic chip wafer has been produced, and the world’s first 3nm GPU chip has been released.

1. The world’s first AI chip design system “Enlightenment” has been released. On June 11, the National Key Laboratory of Processor Chips at the Institute of Computing Technology, Chinese Academy of Sciences, officially released the world’s first AI chip design system – “Enlightenment”. The “Enlightenment” system, relying on artificial intelligence technology, can achieve automatic design of CPUs and automatically configure operating systems, translate programs, and high-performance operator libraries for chips. The CPU chip “Enlightenment 1” completed all front-end designs of a 32-bit RISC-V CPU in just 5 hours. Its performance has reached the level of Intel 486, with a scale exceeding 4 million logic gates, and it has completed tape-out..Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong KongImage: Enlightenment 1(Source: Public Information)2. The first 6-inch thin-film lithium niobate photonic chip wafer has been produced. On June 5, the first pilot line for photonic chips in China (Wuxi) produced 6-inch thin-film lithium niobate wafers, achieving large-scale production of high-performance thin-film lithium niobate modulator chips with ultra-low loss and ultra-high bandwidth. The Wuxi Photonic Chip Research Institute of Shanghai Jiao Tong University started the construction of the first domestic pilot line for photonic chips in December 2022, and the pilot line will officially be put into use in September 2024. The research institute has achieved 110nm high-precision waveguide etching on 6-inch thin-film lithium niobate wafers, with modulation bandwidth exceeding 110GHz, insertion loss as low as 3.5dB, waveguide loss below 0.2dB/cm, and modulation efficiency reaching 1.9V·cm. This pilot platform has an annual production capacity of about 12,000 wafers and will soon release a process design package to assist industry chain enterprises in quickly completing the full process from concept design to tape-out verification and mass production..3. The world’s first 3nm GPU chip has been released. On June 12, AMD released the MI350 series GPU, which adopts AMD’s new CDNA 4 architecture and 3nm process, integrating about 185 billion transistors, achieving approximately 35 times improvement in AI inference performance compared to the previous generation. Compared to NVIDIA’s B200, the MI350 can increase tokens by about 40% at the same cost, with memory capacity 1.6 times that of NVIDIA’s GB200 and B200, and 3D hybrid bonding technology making the chip packaging smaller. However, NVIDIA excels in ray tracing and DLSS technology, with its CUDA ecosystem dominating in professional fields. Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong KongImage: AMD MI350 series GPU performance parameters (Source: AMD Conference)Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong KongPART 3: Intelligent Connected Vehicles and Intelligent Robots

Intelligent dexterous hands achieve human-level adaptive grasping for the first time, and the world’s first quantum security technology for intelligent connected vehicles has been released.

1. Intelligent dexterous hands achieve human-level adaptive grasping for the first time. On June 9, the Beijing General Artificial Intelligence Research Institute and Peking University jointly published research results in the international journal Nature Machine Intelligence, where the team developed an intelligent dexterous hand that achieved human-level adaptive grasping for the first time. This dexterous hand features an integrated design of sensors and structure, with high-resolution tactile sensors covering 70% of the palm surface, a spatial resolution of 0.1mm, and a generative algorithm based on probabilistic models developed by the team, covering common human grasping types. This allows the dexterous hand to perceive contact changes in real-time and adjust quickly, greatly enhancing the adaptability and stability of robotic operations, significantly expanding the application potential of robots in medical, industrial, and other fields..Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong KongImage: Comparison of grasping actions between the developed dexterous hand F-TAC Hand and human hands (Source: Xinhua News)2. The world’s first quantum security technology for intelligent connected vehicles has been released. On June 9, Geely Automobile officially released the world’s first quantum security technology for intelligent connected vehicles, pioneering the integration of quantum-resistant encryption and quantum secure communication technologies, achieving comprehensive security protection from near and far communication, vehicle-cloud communication to diagnostic rewriting. In the future, Geely plans to connect data centers in Hangzhou, Huzhou, and Deqing to the national wide-area quantum secure backbone network, utilizing the physical properties of quantum states such as superposition, indivisibility, and uncloneability to produce and distribute quantum keys, establishing a full-cycle trust chain from data generation to extinction..Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong KongImage: Geely’s quantum security technology and application scenarios (Source: Geely Tech)Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong Kong

PART 4: New Energy and New Materials

A self-circulating solid-state hydrogen storage system has been released, and the conversion efficiency of perovskite tandem batteries has surpassed 33%, setting a new record.

1. A self-circulating solid-state hydrogen storage system has been released. On June 6, the “Carbon Fiber Hydrogen New” team from Qingdao University of Science and Technology developed a self-circulating solid-state hydrogen storage system. By doping rare earth elements and combining with carbon nanotubes, they developed a modified magnesium-based hydrogen storage alloy that reduces the hydrogen absorption and desorption temperature to below 150°C, increasing the hydrogen storage capacity to 7.6wt%, surpassing the traditional 5wt% and reaching an internationally leading level. This technology addresses the inherent defects of magnesium-based materials, such as easy oxidation and poor thermal conductivity, laying a material foundation for the commercialization of magnesium-based solid-state hydrogen storage. Currently, the system has completed testing of a 10kg prototype and signed a technical cooperation agreement with a new energy company to promote the development of a 100kg engineering prototype, which is expected to be applied in distributed energy storage, hydrogen heavy trucks, and unmanned aerial vehicles..2. The conversion efficiency of perovskite tandem batteries has surpassed 33%, setting a new record. On June 12, Longi Green Energy announced that its self-developed large-area (260.9cm²) crystalline silicon-perovskite tandem solar cell has achieved a conversion efficiency of 33%, setting a new global record for large-area tandem battery efficiency, certified by the National Renewable Energy Laboratory (NREL) in the USA. The difficulty in large-scale preparation of perovskite batteries lies in uneven thin-film deposition and reduced electron lifetime due to recombination at the interface between wide-bandgap perovskite and the electron transport layer. Longi adopted a dual-layer staggered passivation technology, first depositing an ultra-thin lithium fluoride isolation layer at the interface between the perovskite and the electron transport layer, followed by covering it with ethylenediamine diiodide (EDAI) molecules, reducing interface recombination losses by 80%, significantly improving conversion efficiency and battery lifespan, further accelerating the commercialization process of perovskite tandem batteries. Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong KongImage: Longi perovskite tandem battery (Source: Xinzheng Online)Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong Kong

PART 5: Medical Devices and Health

A new type of rigid-flexible coupled compliant drive joint breaks through the rehabilitation bottleneck for lower limb paralysis, and the second brain-machine interface specialized outpatient clinic in the country has opened.

1. A new type of rigid-flexible coupled compliant drive joint breaks through the rehabilitation bottleneck for lower limb paralysis. On June 4, it was reported that the Shenyang Institute of Automation, Chinese Academy of Sciences, has developed a “rigid-flexible coupled” lower limb multi-joint rehabilitation exoskeleton robot, which is expected to provide motion function reconstruction and behavioral assistance services for lower limb paralysis patients. The team proposed a rigid-flexible coupled compliant drive joint based on a self-developed series elastic actuator, matching the adaptive motion characteristics of human joints, featuring multi-modal stiffness response characteristics. While ensuring structural compliance and high-precision force control, it achieves stable motion protection under external impacts. The main innovation lies in the disruptive design of the rigid-flexible coupled mechanical structure, breaking through the limitations of traditional rehabilitation robots’ “fully rigid” or “fully flexible” single design paradigm, achieving the effect of overall gait reconstruction from a single joint, with clinical validation showing a 40% improvement in gait naturalness.. Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong KongImage: The “rigid-flexible coupled” lower limb multi-joint rehabilitation exoskeleton robot(Source: Sohu) 2. The second brain-machine interface specialized outpatient clinic in the country has opened. On June 5, Tongji Hospital, affiliated with Huazhong University of Science and Technology, officially opened a specialized outpatient clinic for brain-machine interfaces, becoming the second hospital in the country to provide such diagnostic and treatment services after Beijing Tiantan Hospital. The Tongji Hospital brain-machine interface specialized outpatient clinic is open to patients nationwide, providing brain-machine interface technology assessment and treatment consultation. After undergoing multi-dimensional screening, patients are expected to be prioritized for inclusion in clinical trial cohorts to receive cutting-edge brain-machine interface treatments. Additionally, the clinic will establish a long-term follow-up database to provide real-world data support for technology optimization, promoting the continuous advancement of brain-machine interface technology. Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong KongImage: Multimodal non-invasive brain-machine interface information collection (Source: Yangtze River Daily)Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong Kong

PART 6: Biomedicine

The first stem cell drug in China is priced innovatively low, the world’s first PROTAC drug has been submitted for market approval, and leading pharmaceutical companies are exploring the application of AI in weight loss drugs.1. The first stem cell drug in China is priced innovatively low. On June 11, the pricing for the first approved stem cell drug in China, Amytoza Injection (Ruibosheng), developed by Platinum Excellence Biotechnology (Beijing) Co., Ltd., was announced: 19,800 yuan per dose. If eight doses are considered a complete treatment course, the total cost is about 158,000 yuan. This price is only 1/70 of the similar product Ryoncil in the USA and is 75% lower than the price charged for a similar treatment in Hainan Boao Lecheng (which was priced at 80,000 yuan per dose). The significant price reduction is attributed to the localization of reagent consumables, large-scale production capacity, and expedited approval through clinical trial exemptions, resulting in a substantial decrease in costs.Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong KongImage: The first prescription for Amytoza Injection (Source: Public Information)2. The world’s first PROTAC drug has been submitted for market approval. On June 6, Arvinas, in collaboration with Pfizer, submitted a New Drug Application (NDA) to the FDA for the world’s first PROTAC drug, Vepdegestrant, for the treatment of patients with estrogen receptor-positive (ER+), human epidermal growth factor receptor 2-negative (HER2-), advanced or metastatic breast cancer who have previously received endocrine therapy. As a potential “first-in-class” oral ER-targeted PROTAC, it specifically degrades the oncogenic estrogen receptor protein through the human ubiquitin-proteasome system. Currently, over 200 PROTAC new drugs are in development, with 33 entering clinical trials, and 9 in clinical phase II or above, while Vepdegestrant is the only one submitted for market approval, marking a significant breakthrough in the clinical application of targeted protein degradation technology from concept validation. Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong KongWeekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong KongImage: Global PROTAC drugs in clinical phase II or above (Source: Yaozhi Network)3. Leading pharmaceutical companies are exploring the application of AI in weight loss drugs. On June 11, Eli Lilly reached a $650 million agreement with Juvena to co-develop AI-driven muscle gain drugs; on the same day, Novo Nordisk signed an $812 million agreement with Deep Apple, focusing on the development of GPCR oral small molecule weight loss drugs using AI and cryo-electron microscopy technology. Eli Lilly and Novo Nordisk chose to collaborate with Juvena and Deep Apple, respectively, due to the technological advantages of these two companies in artificial intelligence platforms. Juvena targets muscle recovery pathways using proteomics, machine learning, and biomarker databases to develop muscle gain drugs and assist in fat loss and muscle gain. Deep Apple utilizes AI and cryo-electron microscopy technology to develop GPCR oral small molecule drugs, breaking through the bottleneck of oral weight loss drugs. These collaborations reflect the pharmaceutical giants’ aim to drive breakthroughs in the oralization, long-acting, and non-intestinal insulin-promoting therapies for weight loss drugs through AI.Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong Kong

PART 7: Synthetic Biology

Two national ministries are promoting the cultivation of biomanufacturing pilot platforms, and human DNase1 has been produced in yeast for the first time.

1. Two national ministries are promoting the cultivation of biomanufacturing pilot platforms. On June 11, the Ministry of Industry and Information Technology and the National Development and Reform Commission issued a notice on the cultivation of biomanufacturing pilot capacity building platforms, proposing to cultivate pilot platforms for key product areas such as food and additives, biopharmaceuticals, cosmetics, chemicals, energy, and enzyme preparations based on the characteristics of technological process equipment; focusing on the iterative evolution trend of biomanufacturing raw materials, cultivating pilot platforms for the development and utilization of new biomanufacturing raw materials such as lignocellulose and one-carbon compounds (e.g., carbon monoxide, methanol); and cultivating pilot platforms for plant chassis cells (with production media being genetically modified plant cells, such as tobacco, rice, and Taxus cell lines) based on the latest cutting-edge research results and industrialization needs in biomanufacturing.2. Human DNase1 has been produced in yeast for the first time. On June 6, it was reported that a research team from Ruhr University in Germany successfully expressed and purified human DNase1 in Pichia pastoris for the first time by optimizing induction conditions and adjusting expression vectors, obtaining a human DNase1 protein product with complete enzymatic activity. Human deoxyribonuclease I (DNase1) is a naturally occurring endonuclease in the human body that can degrade extracellular free DNA and regulate immune responses, and it has potential applications in the treatment of chronic bronchitis and cystic fibrosis, as well as in the treatment of sepsis, ARDS, and systemic lupus erythematosus. However, the existing production methods for DNase1 mainly rely on mammalian cells, such as Chinese hamster ovary (CHO) cells. Previous reports have successfully expressed mouse DNase1 in Pichia pastoris, but the production of human DNase1 has not been achieved until now. The human DNase1 expressed in yeast after optimization is functionally close to the currently used clinical drug Pulmozyme.Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong KongImage: Yeast-produced human DNase1 is functionally close to the clinical drug Pulmozyme (Source: PLOS One Journal)Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong Kong

PART 8: Aerospace Technology

Drone delivery has launched in Hong Kong, and the US low-altitude economy is welcoming regulatory breakthroughs.

1. Drone delivery service has normalized operations in Hong Kong. On June 6, Meituan’s drone delivery service “Keeta Drone” launched the first normalized drone delivery route in Hong Kong, marking the official operation of the first normalized drone delivery route under the regulatory sandbox framework for low-altitude economy in Hong Kong. This route is set in a “cross-sea + park” scenario, starting from the seaside of Pak Shek Kok, Hong Kong Science Park, and ending at the Ma On Shan seaside promenade across the sea. Under traditional delivery methods, the distance between the two locations is about 7.8 kilometers, while using drone delivery, the flight distance is significantly shortened to 1.8 kilometers, with a flight time of only about 5 minutes. Currently, two restaurants are participating in this drone delivery route.Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong KongImage: Keeta Drone (Source: Xinhua News) 2. Trump greenlights low-altitude economic development.On June 6, Trump signed three significant executive orders, marking a push for the acceleration of the low-altitude economy in the US. These three orders focus on low-altitude safety, the commercialization of drones, and breakthroughs in supersonic technology, aiming to seize the global high ground in the low-altitude economy. The first order establishes the “Restoration of US Airspace Sovereignty Task Force,” which includes enhancing anti-drone capabilities, expanding no-fly zones for drones in sensitive areas, and establishing a national-level anti-drone training center; the second order promotes large-scale commercialization of drones and air taxis, including protecting the security of the US drone supply chain and mandating the FAA to accelerate the formulation of new regulations allowing drones to fly beyond visual line of sight (a key step for large-scale commercial drone delivery); the third order focuses on future air traffic, directing the FAA to abolish outdated regulations that hinder development, especially the ban on supersonic flight over land, and vigorously promote testing of electric vertical takeoff and landing (eVTOL) aircraft and the development of supersonic commercial aircraft.

Source: Official Media/Online News

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Weekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong KongWeekly Insights June 16 | The First AI Chip Design System's CPU "Enlightenment 1" Completes Tape-Out; Meituan's Drone Delivery Service Normalizes Operations in Hong Kong

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