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The government work report again mentions new quality productivity, and the National two sessions focus on AI, semiconductor...

On March 5, Premier Li Qiang delivered a government work report to the third session of the 14th National People's Congress. In some key tasks this year, new quality productivity was mentioned again, and China will promote the safe and healthy development of emerging industries such as commercial aerospace and low-altitude economy. Foster future industries such as biofabrication, quantum technology, embodied intelligence, and 6G. We will accelerate the digital transformation of manufacturing. We will vigorously develop a new generation of intelligent terminals and intelligent manufacturing equipment, such as intelligent Internet-connected new energy vehicles, artificial intelligent mobile phones and computers, and intelligent robots.

At the same time, during the national two sessions in 2025, many experts have actively offered suggestions on topics such as AI, semiconductors, and new energy vehicles.

Wang Jiangping: DeepSeek changes the computing power pattern, and special chips usher in huge development opportunities

During the two sessions, Wang Jiangping, a member of the National Committee of the Chinese People's Political Consultative Conference and former vice minister of the Ministry of Industry and Information Technology, said that with the emergence of the DeepSeek large model, special chips for specific model architectures will become the future development trend.

Wang Jiangping judged that in the next year or two, the field of special chips will usher in explosive growth. This will provide strong support for the development of China's artificial intelligence industry, and will also promote China to occupy a more favorable position in the global computing power competition.

Wang Jiangping pointed out in particular that computing power is an important short board currently faced by China, but through comprehensive policies, it is still expected to achieve transformation and breakthrough. In the computing infrastructure, the chip is the weak link in our country. However, with the advent of the era of artificial intelligence, especially the emergence of advanced models like DeepSeek, dedicated chips will usher in huge development opportunities. In the past, GPU, as a universal computing power chip, has been widely used in various computing tasks. However, after the emergence of large models such as DeepSeek, dedicated chips for specific model architectures will become the future trend. By optimizing the chip design, it is possible to use high process tools to achieve low process manufacturing.

Deng Zhonghan: Need to solve the problem of autonomous control of artificial intelligence chips

Deng Zhonghan, a member of the CPPCC National Committee and academician of the Chinese Academy of Engineering, spoke about his views on the development of artificial intelligence during the two sessions.

Deng Zhonghan said that although artificial intelligence has demonstrated the ability to surpass humans in many aspects, there are essential differences between humans and machines. At the same time, artificial intelligence is also facing security risks in the rapid development, such as the existence of data "poisoning", machine deception, machine illusion, model leakage and other problems.

To address these challenges, Deng said that "native data security" mechanisms are currently being promoted and embedded in chips. In this way, it can ensure that the new perception data under the protection of the right to prevent tampering and "poisoning", and build a strong security line for the application of artificial intelligence in social, government, family and other scenarios.

For the current problems that need to be solved in the development of domestic artificial intelligence, Deng Zhonghan pointed out that it is necessary to solve the problem of artificial intelligence chip autonomy and controllability, and to achieve chip autonomy and controllability is very important for the steady development of artificial intelligence in China.

Deng Zhonghan believes that it is necessary to solve the problem of artificial intelligence chip autonomy and controllability, and to achieve chip autonomy and controllability is very important for the steady development of artificial intelligence in China.

Wuhan Qi: Promote the integration of "chip + operating system + application"

Wuhan Qi, Party secretary and chairman of Citic Heavy Industries, said that in the process of China's transformation from a manufacturing power to a manufacturing power, it is essential to have its own industrial operating system. Accelerating the research and development of domestic industrial operating systems is not only one of the key links to break through the "jam neck" technology, but also an important support to promote the formation of new quality productivity and realize the jump in high-end manufacturing.

Wuhan Qi proposed to strengthen the top-level design, forward-looking layout and promote the independent research and development and localization of high-end industrial operating systems, increase support for the backbone enterprises of industrial operating systems, including capital investment, tax incentives, national research and development projects, government procurement tilt, encourage the use of domestic chips + domestic operating systems, etc. Simultaneously accelerate the construction of industrial operating system standards and platforms.

Through policy guidance, promote the application of domestic industrial operating systems in mining, building materials, coal, metallurgy, new energy, robots and other scenarios, encourage domestic chip and hardware manufacturers to give priority to domestic operating systems, increase the construction of talent echelon in related fields, and create a new ecology of domestic industrial operating systems.

Li Dongsheng: Provide innovative services and support to the capital market for the head technology manufacturing industry

Li Dongsheng, a member of the National People's Congress and founder and chairman of TCL, suggested optimizing the financing environment of China's technology manufacturing industry and improving the predictability of financing.

Li Dongsheng said that in recent years, with the global scientific and technological changes and the transformation and upgrading of China's economy, science and technology manufacturing has become an important cornerstone for the high-quality development of China's economy. However, compared with the world's leading technology enterprises, it is still in the stage of catching up and surpassing, especially the integrated circuit manufacturing, semiconductor display and new energy vehicles and other industries, with high-tech, asset-heavy, long-term industrial attributes, large investment capital, low return, long recovery cycle, and continuous investment, in urgent need of corresponding equity capital financing.

In view of the industrial attributes of the science and technology manufacturing industry and the importance of China's economic transformation and upgrading, Li Dongsheng proposed to provide innovative services and support for the capital market for the head science and technology manufacturing industry, moderately relax the restrictions on equity financing, and improve the predictability of capital market financing.

Lei Jun: Accelerate the development of artificial intelligence terminal industry and accelerate the mass production of autonomous driving

Lei Jun, a deputy to the National People's Congress and founder, chairman and CEO of Xiaomi Group, submitted five proposals on the high-quality development of new energy vehicles and artificial intelligence industries.

For the artificial intelligence terminal industry, Lei Jun proposed: improve the artificial intelligence terminal standard system, compile a series of standards such as intelligent classification oriented user experience, research and formulate artificial intelligence terminal product identification methods, and strengthen the effective connection of international and domestic standards; Strengthen the cooperation of the artificial intelligence terminal industry, build an application collaborative ecology, and take the lead of industry organizations to unite terminal manufacturers, application manufacturers, large model manufacturers, etc., to accelerate the construction of a unified interface specification and data format between terminal equipment and intelligent applications; Central and local departments have increased support for the research and development and application of artificial intelligence terminals. Strive to build an intelligent terminal industry ecology with global first-class competitiveness by 2030.

In the field of autonomous driving, Lei Jun suggested: promote the large-scale testing and verification of autonomous vehicles, accelerate the national testing and verification of autonomous vehicles, and speed up the commercial process of mass production, and clarify the mass production time expectation of autonomous vehicles as soon as possible; Strive to complete the establishment of autonomous vehicle exclusive insurance by 2026, including compulsory traffic insurance, commercial insurance, three liability insurance, etc., lower the threshold for the promotion of autonomous vehicles, and protect the rights and interests of drivers, passengers and pedestrians; We will accelerate the construction of a nationwide legal system for autonomous driving and clarify legal identities on the road. Accelerate the construction of a unified standard system for autonomous driving at the national level, and provide clear technical guidelines for the mass production of autonomous vehicles.



(Reprinted from: Global Semiconductor Watch)