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The fate of 60 years of fever of electronic chips has been ended! The first share of AI optical computing power in the world was born: to be Tesla of computing power

中国最大的Scale-up光互连（计算节点内芯片间的高速互连）方案独立提供商——上海曦智科技，今天（28日）以183.2港币的发行价，在香港联合交易所上市，成为全球AI光算力第一股。电子芯片统治计算世界已60余年，却逃脱不掉发热宿命。但光不同，它不发热，在传输和计算中几乎没有阻力。

The fate of 60 years of fever of electronic chips has been ended! The first share of AI optical computing power in the world was born: to be Tesla of computing power

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The first share of AI optical computing power in the world was born: to be Tesla of computing power","url":"https://stock-news.laohu8.com/highlight/detail?id=2630345214","media":"上观新闻","summary":"中国最大的Scale-up光互连（计算节点内芯片间的高速互连）方案独立提供商——上海曦智科技，今天（28日）以183.2港币的发行价，在香港联合交易所上市，成为全球AI光算力第一股。电子芯片统治计算世界已60余年，却逃脱不掉发热宿命。但光不同，它不发热，在传输和计算中几乎没有阻力。","content":"<p><html><body><div>Shanghai Xizhi Technology, the largest independent provider of Scale-up optical interconnection (high-speed interconnection between chips in computing nodes) solution in China, was listed on the Hong Kong Stock Exchange today (28th) at an issue price of HK$ 183.2, becoming the first AI optical computing power in the world.</p><p>　　<span>Electronics</span><span></span>Chips have ruled the computing world for more than 60 years, but they can't escape the fate of fever. But light is different, it does not generate heat and has little resistance in transmission and calculation.</p><p>For<span href=\"http://quote.eastmoney.com/unify/r/90.BK1201\" target=\"_blank\" web=\"1\">Electronics</span>Computing and Photonic Computing, MIT (<a href=\"https://laohu8.com/S/ME8U.SI\">MIT</a>) Dr. Shen Yichen, founder of Xizhi Technology, has a classic metaphor-the former is like a traditional oil truck, while the latter is an electric vehicle. Oil truck technology is mature and refueling is convenient. However, electric vehicles have natural physical advantages in terms of energy consumption cost and 100-meter acceleration.</p><p><center><img src=\"https://np-newspic.dfcfw.com/download/D24848185412631578102_w900h483.jpg\"/></center>Shen Yichen, Ph.D., Massachusetts Institute of Technology (MIT) and founder of Xizhi Technology.</p><p>In 2017, Shen Yichen published a cover paper in Nature Photonics as the first author, and proposed the method of deep learning using coherent nanophotonic loops for the first time. Its central proposition is:<span>Artificial Intelligence</span><span></span>The most energy-intensive of<a href=\"https://laohu8.com/S/301365\">Matrix</a>Multiplication, can you not use it<span href=\"http://quote.eastmoney.com/unify/r/90.BK1201\" target=\"_blank\" web=\"1\">Electronics</span>Do it with light instead? The conclusion is that the theory is feasible.</p><p><center><img src=\"https://np-newspic.dfcfw.com/download/D25710774462364584414_w440h536.jpg\"/></center>At the same time, this scientific research achievement became the starting point of Shen Yichen's entrepreneurship. Since then, he and MIT alumnus Meng Huaiyu founded Xizhi Technology. Xizhi Technology's R&D and industrialization are top-notch, and has launched the PACE series so far<a href=\"https://laohu8.com/S/600184\">photoelectric</a>Photonic computing products such as hybrid computing accelerator card, optical computing simulator LTSimulator, and optical interconnect products such as optical jump LightSphere series GPU super nodes.</p><p><center><img src=\"https://np-newspic.dfcfw.com/download/D25207813227149103711_w900h600.jpg\"/></center>PACE 2, the world's first photoelectric hybrid computing accelerator that supports both scientific computing and commercial algorithms.</p><p>According to Frost & Sullivan, a global enterprise growth consulting firm, Xizhi Technology is the first company in the world to realize the large-scale deployment of optoelectronic hybrid computing power, and the cumulative shipment of optical computing chips ranks first in the world for two consecutive years, forming an underlying barrier in core technologies such as photon matrix computing and on-chip/inter-chip optical networks. According to the prospectus of Xizhi Technology, the first GPU super node solution for optical interconnection and optical switching in China, \"Guangyue Super Node 128 Commercial Edition\", has been adapted to many mainstream AI large models, realizing thousands of card scale deployment.</p><p><center><img src=\"https://np-newspic.dfcfw.com/download/D25401294085273882008_w900h927.jpg\"/></center>Light Leap Super Node 128 Commercial Edition.</p><p>When Shen Yichen was interviewed by reporters a few days ago, he had strong confidence in \"optical interconnection\". He believes that in the next decade, the<span>Correspondence</span><span></span>Will be carried almost entirely by light, as undersea cables were first used<span>Copper</span><span></span>Wire, but now all replaced by fiber.</p><p>\"Optical computing\" is a technology with higher barriers and far-reaching influence. Although it is difficult for optical computing to realize high-precision floating-point operation like electrical computing, it is expected to become the core engine of computing power in scenarios with high concurrency and low latency such as AI large model reasoning and scientific intelligence (AI4S). Taking 64×64 matrix operation as an example, the optical computing technology of Xizhi Technology can shorten the computing delay of traditional electronic chips from microseconds to 3 nanoseconds under specific tasks, and improve the performance by several orders of magnitude, which is expected to greatly reduce the token (word element) cost of large models.</p><p><center><img src=\"https://np-newspic.dfcfw.com/download/D25342479958491996310_w900h599.jpg\"/></center>Xizhi Technology.</p><p>Shen Yichen believes that its optical computing leads the world in terms of technological breakthrough, engineering realization and application. \"I have great confidence that the first country in the world where optical computing technology will land will be China\". It is reported that PACE3, the latest generation of photoelectric hybrid computing accelerator card of Xizhi Technology, is expected to be taped out in the first half of this year, and the engineering samples are targeted to be delivered to customers in the first half of next year.</p><p>So far, Shen Yichen feels that 2023 is a key node. At that time, ChatGPT had exploded, and the demand for generative AI computing power blew out. However, due to the ban on overseas advanced GPUs, domestic computing power with computing power to be broken through fell into the darkest moment. Embracing subversive innovative technologies and realizing independent and controllable supply chain became an urgent choice for government departments. Therefore, since the second half of 2023, Xizhi Technology and Shanghai IC industry chain have achieved \"close and deep embedding and cooperation\", which includes: the government promotes wafer factories and lays out the first silicon-photovoltaic chip production line with Xizhi Technology; The government has promoted Shanghai GPU enterprises and computing power companies to become \"crab eaters\", and jointly verified the optical interconnection technology with Xizhi Technology, so that the products can be used, dare to be used, and then iterate to be easy to use. In addition, the financial support from investors such as Shanghai SDIC and Shanghai Science and Technology Innovation Fund has enabled the innovations that burst out in restrictions to survive Round B and Round C, and lifted Xizhi Technology to the global top of the frontier track of silicon photovoltaic chips.</p><p><center><img src=\"https://np-newspic.dfcfw.com/download/D25368816350828370017_w900h496.jpg\"/></center>The booth of Xizhi Technology at 2026AWE fully shows the support of government departments to Xizhi in the industrial chain ecology.</p><p>It is quite meaningful that in April last year, after eight years, Shen Yichen and his team published the results of optical computing-Ultra-low delay large-scale integrated photon accelerator again in Nature, in which the computing architecture was generously disclosed to develop the ecology.</p><p><center><img src=\"https://np-newspic.dfcfw.com/download/D25748402765784000752_w900h636.jpg\"/></center>After eight years, Shen Yichen and his team published a paper in Nature.</p><p>If there are more than one million developers of electronic chips, then there are less than a hundred developers of silicon-light chips. The ecological layout of Xizhi Technology also includes cooperation with Shanghai Jiaotong University and Chuangzhi College to jointly build laboratories and promote optical computing courses, so that young people can use optical chips to write codes, research algorithms, and find<span>AI Applications</span><span></span>。</p><p>Xizhi Technology, which overtakes in corners, not only stares at the domestic market. Its prospectus shows that among the cornerstone investors in this IPO, there are GIC,<span><a href=\"https://laohu8.com/S/BLK\">BlackRock</a></span><span></span>、<span>Fidelity</span><span></span>International, Baillie Gifford, Schroders, Temasek, UBS and other international sovereign funds and first-line long-term funds from the United States and Europe participated, aiming to help Xizhi Technology enter the international market. According to the judgment of the industry, \"Guangjin<span href=\"http://quote.eastmoney.com/unify/r/90.BK1615\" target=\"_blank\" web=\"1\">Copper</span>\"Retreat\" will be a set trend. Within five years, silicon-light chips including optical interconnection and optical computing will account for more than 30% of global intelligent computing centers. When asked what kind of company he wants to be, Shen Yichen's answer is crisp and crisp-to be in the computing chip<span><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></span><span></span>。</p><p>According to the data of the Municipal Economic and Information Commission, Shanghai is building a world-class integrated circuit industry cluster, which has gathered more than 1,200 integrated circuit enterprises, gathering about 40% of the country's industrial talents and nearly 50% of industrial innovation resources. 35 enterprises have been listed on the Science and Technology Innovation Board, ranking first in China. In recent years, Shanghai has made every effort to cultivate domestic<span>AI chip</span><span></span>Strategic Formation, Support and Promote Multi-technology Route<span href=\"http://quote.eastmoney.com/unify/r/90.BK1127\" target=\"_blank\" web=\"1\">AI chip</span>Going hand in hand, a number of GPU chip companies have been listed, and innovative routes such as optical computing and near-memory computing<span href=\"http://quote.eastmoney.com/unify/r/90.BK1127\" target=\"_blank\" web=\"1\">AI chip</span>Businesses are also flourishing. In 2025, the scale of Shanghai's integrated circuit industry will be about 580 billion yuan, a year-on-year increase of 15.5%, and the industrial scale will double in five years.</p><p>(Article source: Shangguan News)</p><p></div></body></html></p>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The fate of 60 years of fever of electronic chips has been ended! 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The first share of AI optical computing power in the world was born: to be Tesla of computing power\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">上观新闻</strong><span class=\"h-time small\">2026-04-28 06:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div>Shanghai Xizhi Technology, the largest independent provider of Scale-up optical interconnection (high-speed interconnection between chips in computing nodes) solution in China, was listed on the Hong Kong Stock Exchange today (28th) at an issue price of HK$ 183.2, becoming the first AI optical computing power in the world.</p><p>　　<span>Electronics</span><span></span>Chips have ruled the computing world for more than 60 years, but they can't escape the fate of fever. But light is different, it does not generate heat and has little resistance in transmission and calculation.</p><p>For<span href=\"http://quote.eastmoney.com/unify/r/90.BK1201\" target=\"_blank\" web=\"1\">Electronics</span>Computing and Photonic Computing, MIT (<a href=\"https://laohu8.com/S/ME8U.SI\">MIT</a>) Dr. Shen Yichen, founder of Xizhi Technology, has a classic metaphor-the former is like a traditional oil truck, while the latter is an electric vehicle. Oil truck technology is mature and refueling is convenient. However, electric vehicles have natural physical advantages in terms of energy consumption cost and 100-meter acceleration.</p><p><center><img src=\"https://np-newspic.dfcfw.com/download/D24848185412631578102_w900h483.jpg\"/></center>Shen Yichen, Ph.D., Massachusetts Institute of Technology (MIT) and founder of Xizhi Technology.</p><p>In 2017, Shen Yichen published a cover paper in Nature Photonics as the first author, and proposed the method of deep learning using coherent nanophotonic loops for the first time. Its central proposition is:<span>Artificial Intelligence</span><span></span>The most energy-intensive of<a href=\"https://laohu8.com/S/301365\">Matrix</a>Multiplication, can you not use it<span href=\"http://quote.eastmoney.com/unify/r/90.BK1201\" target=\"_blank\" web=\"1\">Electronics</span>Do it with light instead? The conclusion is that the theory is feasible.</p><p><center><img src=\"https://np-newspic.dfcfw.com/download/D25710774462364584414_w440h536.jpg\"/></center>At the same time, this scientific research achievement became the starting point of Shen Yichen's entrepreneurship. Since then, he and MIT alumnus Meng Huaiyu founded Xizhi Technology. Xizhi Technology's R&D and industrialization are top-notch, and has launched the PACE series so far<a href=\"https://laohu8.com/S/600184\">photoelectric</a>Photonic computing products such as hybrid computing accelerator card, optical computing simulator LTSimulator, and optical interconnect products such as optical jump LightSphere series GPU super nodes.</p><p><center><img src=\"https://np-newspic.dfcfw.com/download/D25207813227149103711_w900h600.jpg\"/></center>PACE 2, the world's first photoelectric hybrid computing accelerator that supports both scientific computing and commercial algorithms.</p><p>According to Frost & Sullivan, a global enterprise growth consulting firm, Xizhi Technology is the first company in the world to realize the large-scale deployment of optoelectronic hybrid computing power, and the cumulative shipment of optical computing chips ranks first in the world for two consecutive years, forming an underlying barrier in core technologies such as photon matrix computing and on-chip/inter-chip optical networks. According to the prospectus of Xizhi Technology, the first GPU super node solution for optical interconnection and optical switching in China, \"Guangyue Super Node 128 Commercial Edition\", has been adapted to many mainstream AI large models, realizing thousands of card scale deployment.</p><p><center><img src=\"https://np-newspic.dfcfw.com/download/D25401294085273882008_w900h927.jpg\"/></center>Light Leap Super Node 128 Commercial Edition.</p><p>When Shen Yichen was interviewed by reporters a few days ago, he had strong confidence in \"optical interconnection\". He believes that in the next decade, the<span>Correspondence</span><span></span>Will be carried almost entirely by light, as undersea cables were first used<span>Copper</span><span></span>Wire, but now all replaced by fiber.</p><p>\"Optical computing\" is a technology with higher barriers and far-reaching influence. Although it is difficult for optical computing to realize high-precision floating-point operation like electrical computing, it is expected to become the core engine of computing power in scenarios with high concurrency and low latency such as AI large model reasoning and scientific intelligence (AI4S). Taking 64×64 matrix operation as an example, the optical computing technology of Xizhi Technology can shorten the computing delay of traditional electronic chips from microseconds to 3 nanoseconds under specific tasks, and improve the performance by several orders of magnitude, which is expected to greatly reduce the token (word element) cost of large models.</p><p><center><img src=\"https://np-newspic.dfcfw.com/download/D25342479958491996310_w900h599.jpg\"/></center>Xizhi Technology.</p><p>Shen Yichen believes that its optical computing leads the world in terms of technological breakthrough, engineering realization and application. \"I have great confidence that the first country in the world where optical computing technology will land will be China\". It is reported that PACE3, the latest generation of photoelectric hybrid computing accelerator card of Xizhi Technology, is expected to be taped out in the first half of this year, and the engineering samples are targeted to be delivered to customers in the first half of next year.</p><p>So far, Shen Yichen feels that 2023 is a key node. At that time, ChatGPT had exploded, and the demand for generative AI computing power blew out. However, due to the ban on overseas advanced GPUs, domestic computing power with computing power to be broken through fell into the darkest moment. Embracing subversive innovative technologies and realizing independent and controllable supply chain became an urgent choice for government departments. Therefore, since the second half of 2023, Xizhi Technology and Shanghai IC industry chain have achieved \"close and deep embedding and cooperation\", which includes: the government promotes wafer factories and lays out the first silicon-photovoltaic chip production line with Xizhi Technology; The government has promoted Shanghai GPU enterprises and computing power companies to become \"crab eaters\", and jointly verified the optical interconnection technology with Xizhi Technology, so that the products can be used, dare to be used, and then iterate to be easy to use. In addition, the financial support from investors such as Shanghai SDIC and Shanghai Science and Technology Innovation Fund has enabled the innovations that burst out in restrictions to survive Round B and Round C, and lifted Xizhi Technology to the global top of the frontier track of silicon photovoltaic chips.</p><p><center><img src=\"https://np-newspic.dfcfw.com/download/D25368816350828370017_w900h496.jpg\"/></center>The booth of Xizhi Technology at 2026AWE fully shows the support of government departments to Xizhi in the industrial chain ecology.</p><p>It is quite meaningful that in April last year, after eight years, Shen Yichen and his team published the results of optical computing-Ultra-low delay large-scale integrated photon accelerator again in Nature, in which the computing architecture was generously disclosed to develop the ecology.</p><p><center><img src=\"https://np-newspic.dfcfw.com/download/D25748402765784000752_w900h636.jpg\"/></center>After eight years, Shen Yichen and his team published a paper in Nature.</p><p>If there are more than one million developers of electronic chips, then there are less than a hundred developers of silicon-light chips. The ecological layout of Xizhi Technology also includes cooperation with Shanghai Jiaotong University and Chuangzhi College to jointly build laboratories and promote optical computing courses, so that young people can use optical chips to write codes, research algorithms, and find<span>AI Applications</span><span></span>。</p><p>Xizhi Technology, which overtakes in corners, not only stares at the domestic market. Its prospectus shows that among the cornerstone investors in this IPO, there are GIC,<span><a href=\"https://laohu8.com/S/BLK\">BlackRock</a></span><span></span>、<span>Fidelity</span><span></span>International, Baillie Gifford, Schroders, Temasek, UBS and other international sovereign funds and first-line long-term funds from the United States and Europe participated, aiming to help Xizhi Technology enter the international market. According to the judgment of the industry, \"Guangjin<span href=\"http://quote.eastmoney.com/unify/r/90.BK1615\" target=\"_blank\" web=\"1\">Copper</span>\"Retreat\" will be a set trend. Within five years, silicon-light chips including optical interconnection and optical computing will account for more than 30% of global intelligent computing centers. When asked what kind of company he wants to be, Shen Yichen's answer is crisp and crisp-to be in the computing chip<span><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></span><span></span>。</p><p>According to the data of the Municipal Economic and Information Commission, Shanghai is building a world-class integrated circuit industry cluster, which has gathered more than 1,200 integrated circuit enterprises, gathering about 40% of the country's industrial talents and nearly 50% of industrial innovation resources. 35 enterprises have been listed on the Science and Technology Innovation Board, ranking first in China. In recent years, Shanghai has made every effort to cultivate domestic<span>AI chip</span><span></span>Strategic Formation, Support and Promote Multi-technology Route<span href=\"http://quote.eastmoney.com/unify/r/90.BK1127\" target=\"_blank\" web=\"1\">AI chip</span>Going hand in hand, a number of GPU chip companies have been listed, and innovative routes such as optical computing and near-memory computing<span href=\"http://quote.eastmoney.com/unify/r/90.BK1127\" target=\"_blank\" web=\"1\">AI chip</span>Businesses are also flourishing. In 2025, the scale of Shanghai's integrated circuit industry will be about 580 billion yuan, a year-on-year increase of 15.5%, and the industrial scale will double in five years.</p><p>(Article source: Shangguan News)</p><p></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://finance.eastmoney.com/a/202604283721007461.html\">上观新闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://finance.eastmoney.com/a/202604283721007461.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2630345214","content_text":"中国最大的Scale-up光互连（计算节点内芯片间的高速互连）方案独立提供商——上海曦智科技，今天（28日）以183.2港币的发行价，在香港联合交易所上市，成为全球AI光算力第一股。　　电子芯片统治计算世界已60余年，却逃脱不掉发热宿命。但光不同，它不发热，在传输和计算中几乎没有阻力。　　对于电子计算和光子计算，麻省理工学院（MIT）博士、曦智科技创始人沈亦晨有一经典比喻——前者好比传统油车，后者就是电动车。油车技术成熟、加油方便，然而论能耗成本、百米加速，电动车有着天然的物理优势。麻省理工学院（MIT）博士、曦智科技创始人沈亦晨。　　2017年，沈亦晨以第一作者身份在《自然·光子学》发表封面论文，首次提出利用相干纳米光子回路进行深度学习的方法。其核心命题在于：人工智能中最耗能的矩阵乘法运算，能否不用电子，改用光来做？结论是：理论可行。　　此项科研成果同时成为沈亦晨创业的起点，此后他与MIT校友孟怀宇等创办了曦智科技。曦智科技的研发、产业化两头拔尖，迄今已推出PACE系列光电混合计算加速卡、光计算模拟器LTSimulator等光子计算产品，以及光跃LightSphere系列GPU超节点等光互连产品。全球首款同时支持科学计算和商用算法的光电混合计算加速卡曦智天枢（PACE 2）。　　根据全球性企业增长咨询公司弗若斯特沙利文的资料，曦智科技是全球首家实现光电混合算力大规模部署的公司，光计算芯片连续两年全球累计出货量第一，在光子矩阵计算、片上/片间光网络等核心技术方面形成底层壁垒。而据曦智科技的招股书，其发布的国内首个光互连光交换的GPU超节点解决方案“光跃超节点128商用版”，已完成与多个主流AI大模型的适配，实现数千卡规模部署。光跃超节点128商用版。　　沈亦晨日前接受记者采访时，对“光互连”抱有极强信心。他相信，未来十年内，芯片间的通信将几乎全部由光来承载，好比海底电缆最早用铜线，但现在全部由光纤替代。　　“光计算”则是具有更高壁垒、更深远影响的技术。尽管光计算很难像电计算那样实现高精度的浮点运算，但在AI大模型推理、科学智能（AI4S）等高并发、低延迟场景下，光计算有望成为算力的核心引擎。以64×64矩阵运算为例，曦智科技的光计算技术，可在特定任务下将传统电子芯片的计算延迟从微秒级缩短至3纳秒，性能提升数个量级，有望大幅降低大模型的token（词元）成本。曦智科技。　　沈亦晨认为，其光计算无论在技术突破、工程实现还是应用层面均领跑全球，“我有非常大的信心，光计算技术全球第一个落地的国家会是中国”。据悉，曦智科技最新一代光电混合计算加速卡PACE3有望今年上半年流片，工程样品目标于明年上半年交付客户。　　创业迄今，沈亦晨觉得2023年是关键节点。当时ChatGPT已爆火，生成式AI算力需求井喷，但受海外先进GPU禁售影响，计算能力有待突破的国产算力陷入至暗时刻，拥抱颠覆式创新技术、实现供应链自主可控成为政府部门的迫切选择。因此，2023年下半年起，曦智科技与上海集成电路产业链实现了“紧密深度的嵌入与合作”，这包括：由政府推动晶圆厂，与曦智科技一同布局首条硅光芯片产线；政府促成上海GPU企业、算力公司成为“吃螃蟹的人”，与曦智科技共同落地验证光互连技术，让产品从能用、敢用，继而迭代至好用。此外，来自上海国投、上海科创基金等投资者的资金支持，让受限中迸发的创新一路熬过B轮、C轮，将曦智科技托举到硅光芯片前沿赛道的全球顶流。曦智科技在2026AWE上的展台，尽显政府部门在产业链生态上对曦智的托举。　　颇有意义的是，去年4月，时隔八年，沈亦晨及其团队在《自然》上再次刊载光计算成果——《超低延迟大规模集成光子加速器》，论文中大方公开了计算架构，借此发展生态。时隔八年，沈亦晨及其团队又在《自然》上发表论文。　　如果说电子芯片有超百万开发者，那么硅光芯片的开发者不到百人。曦智科技的生态布局还包括，正与上海交大、创智学院等开展合作，共建实验室、共推光计算课程，让年轻人利用光芯片写出代码、研究出算法，并找到AI应用。　　弯道超车的曦智科技，不只盯着国内市场。其招股书显示，此次IPO中的基石投资者中，还有GIC、贝莱德、富达国际、Baillie Gifford、施罗德、淡马锡、瑞银等国际主权基金和美欧一线长线基金参与，旨在助力曦智科技走向国际市场。据行业判断，“光进铜退”将成定势，5年内包括光互连、光计算在内的硅光芯片在全球智算中心的占比将超过30%。当被问及希望成为怎样的公司时，沈亦晨的答案干脆利落——要做算力芯片里的特斯拉。　　另据市经信委数据，上海正在打造世界级集成电路产业集群，已集聚超1200家集成电路企业，汇聚全国约40%的产业人才、近50%的产业创新资源，35家企业已在科创板上市，数量位列国内第一。近年来，上海全力培育国产AI芯片战略阵队，扶持推动多技术路线AI芯片齐头并进，多家GPU芯片企业已上市，光计算、近存计算等创新路线AI芯片企业亦蓬勃涌现。2025年，上海集成电路产业规模约5800亿元，同比增长15.5%，五年间产业规模翻番。（文章来源：上观新闻）","news_type":1,"symbols_score_info":{"07766":0.6,"BLK":1.56,"TSDD":0.6,"TSLR":0.6,"AAPL":0.6,"MSFT":0.6,"TLA":0.6,"TSLT":0.6,"TEST":0.6,"TESL":0.6,"TSL":0.6,"GOOG":0.6,"TSLW":0.6,"TSLZ":0.6,"AMZN":0.6,"TSLG":0.6,"TSLO":0.6,"NVDA":0.6,"TSLQ":0.6,"TSYY":0.6,"TSLP":0.6,"META":0.6,"TSLA":1.62,"CRSH":0.6,"TSLS":0.6,"UBS":1.56,"TSLY":0.6,"TSII":0.6,"TSLI":0.6}},"isVote":1,"tweetType":1,"viewCount":1,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}