Zhang Rujing, founder of SMIC International: Niche markets become the core breakthrough point for the semiconductor industry, optimistic about the scene-based application of AI.

Zhaojing Zhang, founder of Semiconductor Manufacturing International Corporation, recently stated in an interview with reporters that the development of domestic semiconductors should focus on both scale and advancement, as well as pay attention to the currently lacking "small giant" projects in order to achieve the goal of self-reliance and self-improvement. He believes that it is necessary to cultivate niche markets, achieve global excellence, address the shortage of industry talent, and fill gaps in semiconductor design, materials, and equipment in order to achieve long-term high-quality development. "AI ultimately needs to be applied in specific scenarios. The competition threshold for cloud-based large models is extremely high, and this is not something that conventional companies can participate in. However, the scenario-based applications of distributed AI have broad market potential, from industrial control and automotive electronics to wearable devices, all of which require a large number of semiconductor devices and solutions adapted to specific scenarios. There are many breakthrough opportunities here that have yet to be fully explored."