Yongcheng Yang
杨永成
Yongcheng Yang is a partner at FreeS Fund (峰瑞资本), where he focuses on hardtech and chip-related investments and frequently hosts the firm's "Chip Series" livestreams and discussions . Before joining the firm, he was a vice president at Xiaomi, where he led the audio product line and built the smart speaker technology and product team, and earlier served as general manager of Baidu's hardware ecosystem channel division, overseeing product design, mass production, e-commerce, and channel expansion . His background also includes a stint as R&D VP and general manager of the mobile division at Access (爱可信) .elsewhere's corpus does not cover this subject in depth beyond his role at FreeS Fund and his prior operating positions.
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Coverage
Panning for Gold in the Light: Where AI Goes Next, Through the Eyes of a Tech Investor
Stand in the light, and stand there with more founders.
Congratulations to FengRui's early-stage portfolio company Lightelligence on its successful IPO: From a Boston Dining Table to Photonic Infrastructure for the AI Era
The World's First Publicly Traded AI Silicon Photonics Chip Company
NVIDIA's $20 Billion Groq Acquisition: Is LPU Architecture the Optimal Solution for AI Inference?
Where Are the Opportunities for China's AI Inference Chips?
LiDAR or cameras? How we see the autonomous driving route debate
This Industry, Which Elon Musk Has Doubted, Keeps Advancing Amid Skepticism and Support
"Standing High, Seeing Far": The Origins and Future of the Satellite Communications Space Race | FreeS Fund Report 34
How should we think about satellite communications?
What Are Top Overseas Chinese Students Thinking About When It Comes to Entrepreneurship and Investing? | FreeS Fund Dialogue
How do we make sense of the business world and think about the future?
Amid the GPT Frenzy: Anxiety and Breakthroughs in China's Chip Market | FreeS Research --- The launch of ChatGPT has ignited a global AI race, and chips — the silicon foundation of this revolution — have become the most scrutinized bottleneck in China's tech ecosystem. For domestic semiconductor players, this moment is charged with both urgency and opportunity. ## The Anxiety: Caught in the Supply Chain Squeeze China's AI chip landscape is dominated by a handful of players, with NVIDIA holding roughly 90% of the market for training chips. The U.S. export controls, tightened in October 2022 and again in 2023, have systematically choked off access to NVIDIA's most advanced GPUs — the A100 and H100, then the cut-down A800 and H800 workarounds. Each restriction has sent ripples through China's AI infrastructure buildout. The anxiety runs deeper than procurement headaches. Training large language models demands massive clusters of high-bandwidth, high-memory chips working in lockstep. China's domestic alternatives remain one to two generations behind on process nodes, interconnect bandwidth, and software ecosystems. The gap isn't merely hardware; it's the accumulated decades of compiler optimization, framework integration, and developer familiarity that NVIDIA
It's been nearly a year since the CHIPS Act took effect. How is China's chip industry doing?
Finding New Opportunities in the Periodic Table: There's Still More Room for Imagination in Tech Entrepreneurship | A FreeS Fund Conversation
How do we solve the "chokepoint" challenges today, and what room for imagination remains in the tech landscape of tomorrow?
【Premiering March 19】Beyond "Chokepoint" Tech: The Imagination and Explosive Potential of Technology Entrepreneurship
See you Sunday morning~
In the context of great-power rivalry, the chip industry's race to the bottom is hard to avoid | FreeS Research · Chip Series
Why is the auto industry starved for chips while the consumer electronics industry has a surplus?
Is Elon Musk Right? Will LiDAR Make It Into Production Vehicles? | FreeS Fund Chip Series
Use the right "hammer" for the right "nail."
"The Chip Shortage": Entrepreneurial Challenges and Opportunities | FreeS Research Institute · Chip Series
Why Is the Auto Industry Struggling More Than Others With the Chip Shortage?
Interdisciplinary Frontier Entrepreneurship: How Chips Are Reshaping Every Industry | May 15 Livestream Registration
See you on May 15!
From Scientific Innovation to Tech Entrepreneurship in Semiconductors | FreeS Fund Chip Series
What are the core moats at different stages of hard tech startups?
Hammer vs. Nail — How Hardcore Tech Finds Its Ideal Use Case | May 8 Livestream Registration
See you online on May 8!
Live tomorrow at 09:30 | Lightelligence's Yichen Shen and FreeS Fund's Li Feng on the present and future of photonic chips
See you Sunday morning!
FreeS Fund's Yongcheng Yang: The Red Ocean Is the Ultimate Battle Entrepreneurs Must Face | Chip Series Livestream Registration Now Open
The Hardship of Blue Oceans vs. The Beauty of Red Oceans
Why We're Bullish on Optical Chips | FreeS Fund Chip Series
What unexpected challenges do chip startups face?
How to Invest in Industrial Robots? | Frees Fund — Learning to Invest Through Investing
China will give rise to world-class industrial automation enterprises.
Philanthropy, Calls to Action, Bottom Lines, and Temptation: A Case Study in How a Startup Handles a Public Crisis | FreeS Fund Business School
True Stories of How Chinese Manufacturing Helped Fight the Pandemic
Two joyous gatherings, spotlighted by *People's Daily* commentary, Forbes China's Best Venture Capitalist, and 50+ other awards... The past is prologue; the future holds promise.
Do what's right, not what's easy.
4th Anniversary, Debut at WAIC... 16 Milestones and 6 Reflections | FreeS Fund Chalkboard · August
Do what's right, not what's easy.
Landing in Shanghai, Selling 100 Million Bags in 7 Months... 7 Companies Reach New Heights, Plus 4 Awards | FreeS Fund Blackboard · May
Do what's right, not what's easy.
FreeS Fund Sets Up Shop in Shanghai, New Office Now Operational
FreeS Fund opens offices in both the north and south, choosing to do what's right rather than what's easy.
