字节跳动副总裁杨震原:我们将在AI芯片领域寻求突破

“中兴禁运”事件敲响了核心技术的警钟。

4月24日,北京字节跳动科技有限公司(今日头条的母公司)副总裁杨震原向3透露,将在芯片领域有所行动。

杨震表示,“字节跳动拥有全球数量最大的用户上传视频需要分析处理,有大量的芯片采购和应用。目前也在芯片相关领域积极寻求突破。”

字节跳动的这一表态,也源自美国商务部出台的禁运政策对中兴带来的实质影响。

美国商务部宣布,对中兴通讯采取出口管制措施,并禁止美国公司在今后七年向中兴出售任何电子技术或通讯元件。

中兴目前三大主营业务基站、光通信及手机的核心零部件都要依赖美国进口。路透社估计,中兴有25%-30%的零部件来自美国,最为核心的零部件都依赖于美国供应商。

对此,字节跳动副总裁杨震原表示,尽管“中兴事件”反映出我国高新产业在关键芯片、核心零部件方面基础薄弱,但在AI芯片这样的新兴方向上,中国仍有机会寻求新的突破。

杨震原指出,在高端芯片领域如基站芯片、高端光模块、服务器通用CPU等,我国要达到国际领先水平,还有较s长的路要走。

目前,我国通信行业正在经历一个从低端到高端的发展过程。国内有大量芯片可以自己生产和应用,并且发展迅速,个别领域我国可以主导市场。

“当然,不同的芯片领域需要特定的积累。像CPU、GPU领域,核心设计非常重要,外围的软件生态也一样关键,所需要的积累需要很多年。芯片生产是一个独立行业,往后面看,依赖于光刻机等很多基础设施,整个自主研发建设的周期会非常长。”杨震原介绍。

但他对我国科技产业持乐观态度。他表示,在高端芯片领域,我国确实与美国有差距。但如今,科技行业是全球一体化趋势不可逆转,美国苹果公司的芯片也是在台积电生产的。短期内中国完全有能力通过某些领域的主导(比如人工智能,软件生态等领域),从而实现局面平衡,为长周期的自主研发打下基础。

中国电子信息产业发展研究院装备研究所所长左世全在接受人民日报采访时称,“中兴通讯事件暴露出我国在传统芯片中存在短板,但我们有条件、有能力、有办法应对创新发展过程中的冲击和干扰。”

另一方面,在AI芯片这样的新兴方向上,中国仍有机会寻求新的突破。在美国科技巨头Facebook、google自主研发AI芯片的同时,国内互联网巨头也在该领域紧密布局。阿里巴巴已投资多家芯片公司,同时达摩院也正在研发一款神经网络芯片——Ali-NPU。

324 thoughts on “字节跳动副总裁杨震原:我们将在AI芯片领域寻求突破”

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