AI Chip Windside: In July this year, the State Council issued the New Generation of AI Development Plan, which still makes overall planning and top-level design for AI development at the national level. AI will further release the enormous energy accumulated by previous scientific and technological revolutions and industrial changes. Recently, the Qilin 970 chip developed by Huawei introduced the concept of artificial intelligence into Mate mobile phone and became an important selling point. At WSJ D. Live Global Technology Conference, Intel officially announced that it would cooperate with Facebook to launch its first artificial intelligence chip, Nervana Neural Network Processor, both at home and abroad. Research and development of AI chips are in full swing. According to third-party data, the scale of China's artificial intelligence market reached 9.661 billion yuan in 2016, with a growth rate of 37.9%. In 2017, it will exceed 13 billion yuan, reaching 13.5 billion yuan, an increase of 41.2%. It is expected that the market scale will exceed 20 billion yuan and reach 20.53 billion yuan in 2018. Artificial intelligence has been widely used in education, medical treatment, old-age care, environmental protection, urban operation, Judicial Services and other fields. It is suggested that investors actively pay attention to enterprises related to the industrial chain.
Memory prices are rising, IC Insights is raising semiconductor expectations: After several years of downturn, the memory industry has now ushered in a reversal. On the supply side, 1) memory granules are monopolized in the hands of Samsung, Meiguang, SK Hynix and other manufacturers. The suppliers have a certain price control right and have a strong guiding role in the rising cycle. 2) This year, the major DRAM memory factories have no plans to increase production, but transfer their main capacity to produce 3D NAND, which results in the whole year of DRAM memory. Facing the shortage dilemma; 3) The cost of memory controller, PCB board and assembly for manufacturing memory are rising gradually, resulting in the rising cost of memory as a whole. On the demand side, PC platform, Intel next-generation server platform (Purley Xeon), high-end Android mobile phone will greatly stimulate memory demand, especially 6GB memory will gradually become standard on Android flagship. IC Insights estimates that this year's storage DRAM market will reach US$72 billion, which is the largest product in the semiconductor industry this year. It surpasses FLASH market by US$49.8 billion or about US$22 billion. Thanks to the strong demand of DRAM and FLASH market, this year's global output value of the semiconductor industry will surpass expectations. The estimated growth rate of this year will increase from 16% to 22%. That's 6 percentage points.
Last week's review of the performance of the electronic sector: this week's overall market shocks, the Shanghai and Shenzhen 300 index rose 0.15%. The Shenwan electronic index fell 1.26%, running 1.41 percentage points to the Shanghai-Shenzhen 300 index; the CITIC electronic components index fell 1.28%, running 1.43 percentage points to the Shanghai-Shenzhen 300 index.
One week's industry review: industry review *** Huawei Mate10 released: the performance of the portfolio of the rise of domestic flagship aircraft: since the beginning of 17 years, the total investment return of the portfolio has been 18.67%, 0.1 percentage points of the Shanghai-Shenzhen 300 index, 2.75 percentage points of the Shenwan electronic component index and 2.79 percentage points of the CITIC electronic component index.