"We need to recognize that there is no absolute superiority or inferiority among technical approaches."
Even though Singapore's bio-photovoltaic technology has an advantage in all technical indicators, it does not mean that we should abandon our own photovoltaic industry.
Previously, foreign countries had a comprehensive advantage in the semiconductor field, surpassing China in everything from cost and technical specifications to the compatibility of the entire industry chain.
China has never given up on supporting domestic semiconductor companies, although the level of support for these companies was insufficient before 2018.
They are left in a state of semi-death, but they will never abandon their own industries just because other countries' products are better.
Because the relevant considerations are based on strategic security.
Judging from your ages, most of you likely experienced the wave of domestic production of the semiconductor industry more than a decade ago.
Professor Zhu is right.
For us, it's meaningless for companies to survive on policy alone.
Although he survived, neither his profits nor revenue are within the scope of our investment considerations.
Not to mention that relying solely on policies, only leading companies can survive.
Small and medium-sized enterprises, especially those that jumped on the photovoltaic bandwagon and launched numerous related industrial chains without technological or market advantages, are unlikely to survive this year.
I understand what you mean.
Companies that survive in this way have no investment value.
"Yes, just like Tsinghua Unigroup. If they hadn't acquired H3C, even if it was a university-affiliated enterprise of Tsinghua University, we wouldn't have considered investing in Tsinghua Unigroup's companies."
First, they acquired H3C, and then they caught the wave of domestic semiconductor production, which is why they became the focus of capital attention.
If it weren't for the combination of two factors, Unigroup's subsidiary, Unigroup Microelectronics, wouldn't have been the first semiconductor company to experience a significant surge in stock price.
During the bull market of 2020, Unigroup Guoxin was the first semiconductor company to take off. Unigroup Guoxin moved in tandem with the securities sector, a week earlier than other semiconductor companies.
Professor Zhu nodded, and after a moment's thought, he said:
"Going back to what I said before, there is no superior or inferior technical approach."
Or rather, there is no absolute distinction between superior and inferior.
From an economic perspective, technological routes with an early advantage will receive support, while those without an advantage will quickly disappear without additional resource investment.
Resources are limited, but money is an amplifier for scientific research.
However, some technological approaches that require little initial investment and yield quick results may not be able to maintain their advantages in the long run.
For example, silicon-based chips developed rapidly in the early stages, with technology advancing so quickly that there was a specific Moore's Law.
Costs double every two years, while prices are halved.
From the perspective at the time, this was such an advantageous technological approach.
If the technology continues to develop in the same direction, the performance of computers will become increasingly superior.
How could anyone possibly invest in biocomputers?
Apart from some research-oriented studies.
For businesses, biocomputers offer no advantage whatsoever, whether in terms of performance or cost.
However, judging from biological storage and the recently emerging virtual reality devices, biological computers seem to be a technological path with a higher ceiling.
With the current level of precision achieved by traditional silicon-based chips, Moore's Law has become obsolete.
But can we blame those who chose the carbon-based chip technology route at the time?
Can we blame academia and industry for not investing more money in carbon-based chips?
No, because from the perspective at the time, no one would be willing to invest heavily in the research and development of carbon-based chips.
You might invest a hundred billion US dollars and still not see any substantial technological progress.
As transistors on chips become smaller and more numerous, temperature and leakage current make the development of silicon-based chips increasingly difficult.
In recent years, in order to break this constraint, chip manufacturers have been developing from planar to vertical stacking.
"Professor Zhu, I didn't expect you to know about the chip industry as well."
"Photovoltaics are also silicon wafers, and the semiconductor industry is also based on silicon wafers."
I know a little about it.
"Do you really think Chinese companies can make photonic chips?"
Professor Zhu's eyes widened considerably: "Photonic chips, which company has made them?"
Is it a scientific and technological innovation company?
"No, it's another listed company called **Chip. It was a laboratory product before. They created the world's first photonic chip prototype board in 2019."
They recently announced that they had developed a photonic chip for personal use, but just as they released the announcement, Kechuang Bio launched a virtual reality device.
However, after conducting research on this company, we felt it still had investment potential.
"I'm sorry, I'm not involved in this field of research, and I don't know much about photonic chips."
Based on my personal intuition, since this product wasn't launched by Kechuang Biotechnology, perhaps there are already similar products abroad, and we, as followers, developed a similar product.
If we are the pioneers, then we need to be more cautious about the veracity of things and verify them from multiple angles.
American Semiconductor began its research on photonic chips around 2015, while Chinese companies lagged behind by about three years.
On the eve of the end of 2018, some Chinese companies began to conduct research in this field.
The earliest investors were Baidu Ventures and an American semiconductor investment firm, which jointly invested 10 million US dollars. Later, CICC, Matrix Partners, and Baidu participated in the Series A financing, raising 26 million US dollars.
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