silicon photonic chips

Trump’s New AI Policy and Easing of Chip Export Restrictions: An Analysis of Opportunities in the A-Share Computing Power Industry Chain

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Trump's New AI Policy and Easing of Chip Export Restrictions: An Analysis of Opportunities in the A-Share Computing Power Industry Chain

1. Policy Background and Market Impact The Trump administration is set to launch the “Genesis Plan” to boost AI development while pressuring Congress to veto the GAIN AI Act, which restricts AI chip exports. NVIDIA, as a core beneficiary, is expected to expand its global market share. The combination of these two policies will stimulate … Read more

Shanghai, Xi’an, and Wuhan Bet on Silicon Photonic Chips

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Shanghai, Xi'an, and Wuhan Bet on Silicon Photonic Chips

[Image] Shanghai, Xi’an, and Wuhan are betting on silicon photonic chips. In the “post-Moore era,” silicon photonic chips break through the traditional chip bottleneck with the advantages of photonic transmission, becoming a key support in fields such as AI computing power and autonomous driving. The three cities of Shanghai, Xi’an, and Wuhan have made precise … Read more