英文中国TechNet2025回顾：半导体、人工智能服务器、智能手机、机器人出租车和人工智能软件的关键要点

We summarized key takeaways from TechNet China 2025 and key topics across Semiconductors, AI Server/ Smartphones/ PC supply chain, Robotaxi, Smart driving, and AI Software in this report. Overall, discussions focus on: (1) AI demand: rising AI inferencing demand with enhanced foundation model, (2) Semis localization: China Semis’ development across IP, IC design, foundry, SPE, and packaging, (3) Smart driving and Robotaxi: Specification upgrades of driving features and Robotaxi commercialization, (4) AI applications: Expanding user base and monetization of ToC (Consumer)/ ToB (Business) Gen-AI tools, and (5) edge devices: AI smartphones, AI PC, AI glasses to drive replacement demand. Details within. Semiconductors Semis panel: We hosted Lithography expert, Axera (private) Chairperson, and SICC CTO at the panel. Key discussions were about China’s efforts in developing semiconductor technologies as well as the outlook for semiconductor capex and R&D investment in China. Overall, the e