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钛媒体 2026-03-26

These Chips Could Help You Live to 1,000 Years Old

Regulatory milestone pushes brain–computer interfaces into the clinic

China’s National Medical Products Administration (国家药监局) in March approved an implantable brain–computer interface (BCI) hand-motor compensation system developed by BoruiKang (博睿康医疗科技), the first invasive BCI medical device to clear regulators globally, it has been reported that. That approval moves BCI technology out of the lab and into real clinical and commercial use — a step that makes the role of semiconductors unmistakable. And yes, visionaries are already talking longevity: it has been reported that Max Hodak, co‑founder of Neuralink and CEO of Science Corporation, predicted that the convergence of AI and BCIs could one day yield people who live to 1,000. Bold claim. But the immediate story is simpler and more concrete: chips are the bottleneck.

Three technical routes, three chip problems

BCI companies are splitting into distinct hardware camps — and each path demands different semiconductor strengths. BoruiKang chose an epidural (硬膜外) approach that prizes packaging, long‑term hermetic sealing and reliability over ultra‑high electrode density. Jieti Medical (阶梯医疗) is pursuing deeply invasive, ultra‑flexible electrodes that require extreme micro‑ and nano‑fabrication and biocompatible materials to capture single‑neuron signals. Synchron’s Stentrode follows an endovascular route, prioritizing extreme miniaturization and robust wireless links. Which route wins? It will depend less on algorithms and more on who can deliver ASICs, sensors, materials and high‑density packaging at medical grade.

Semiconductors are the battleground

The technical demands are brutal: milli‑volt neural signals must be amplified, filtered, digitized and wirelessly streamed with vanishingly low noise and power. Leading Western and academic examples underscore the bar — Neuralink’s multi‑ASIC N1 stack and Columbia/Stanford’s 65,536‑electrode CMOS demo show channel counts and integration that were science fiction a decade ago. China is closing the gap: Hainan University and startups like XinzhiDa (芯智达) report multi‑channel neural front‑end chips, while industry bodies warn that signal‑processing ASICs remain a domestic weakness, long reliant on suppliers such as Texas Instruments. Geopolitics matters: U.S. export controls and broader tech frictions add urgency to Beijing’s push — the NDRC’s elevation of integrated circuits as a top new pillar industry and policy proposals at the national level aim to accelerate domestic substitution.

What’s at stake

BCIs may or may not usher in radical longevity. What’s certain is that the next wave of value won’t be in apps but in “selling the shovels”: biocompatible materials, custom ASIC design, micro‑/nano‑fabrication and scalable, medical‑grade packaging. Whoever masters that stack — and can scale under today’s trade and regulatory pressures — will anchor a multibillion‑dollar ecosystem that ties semiconductors to medicine, AI and geopolitics. So will chips make you live to 1,000? Not tomorrow. But they will decide who controls the interfaces between brains, machines and global markets.

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