Year: 2025

The U.S. Comprehensive Ban on NVIDIA Chip Exports to China: A Breakthrough Battle for China’s AI Industry Amidst a Technological Cold War

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The U.S. Comprehensive Ban on NVIDIA Chip Exports to China: A Breakthrough Battle for China's AI Industry Amidst a Technological Cold War

On April 16, Beijing time, AI chip giant NVIDIA submitted an 8-K filing to the U.S. Securities and Exchange Commission (SEC), stating that it has received notification from the Trump administration that it will “indefinitely” ban the export of NVIDIA H20 chips to China and Israel, among other countries, unless a license is obtained. “The … Read more

Explosive! China’s Chip ‘Optoelectronic Hybrid’ Shocks the World! Speed Soars Hundreds of Times, Leaving the US and Germany Stunned!

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Explosive! China's Chip 'Optoelectronic Hybrid' Shocks the World! Speed Soars Hundreds of Times, Leaving the US and Germany Stunned!

Recently, there has been big news in the tech world: a team from China has developed a “super-level” chip that has made it to the cover of the world-renowned scientific journal Nature!It allows not only electrons to run inside the chip but also—light! Yes, light! The speed of light! This operation has propelled the chip’s … Read more

NVIDIA’s H20 Chip Exports Restricted, Facing $5.5 Billion Loss

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NVIDIA's H20 Chip Exports Restricted, Facing $5.5 Billion Loss

On April 16, 2025, according to Bloomberg, the U.S. government announced restrictions on NVIDIA’s exports of the H20 chip to China, requiring an “indefinite” application for export licenses. This sudden policy change directly leads to NVIDIA facing losses of up to $5.5 billion, affecting inventory, procurement commitments, and related reserves. Previously, NVIDIA’s H20 chip was … Read more

He Xiaopeng: Self-Developed Turing AI Chip to Enter Mass Production in Q2 2025

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He Xiaopeng: Self-Developed Turing AI Chip to Enter Mass Production in Q2 2025

Recently, He Xiaopeng, chairman of XPeng Motors, revealed in an interview that the company’s self-developed Turing AI chip will officially enter mass production in the second quarter of 2025. This chip will also be applied to XPeng’s AI robots and flying cars, enabling physical AI hardware. XPeng Motors announced the successful tape-out of the self-developed … Read more

The Cycle of Analog Chip Simulation: From Start to Finish!

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The Cycle of Analog Chip Simulation: From Start to Finish!

Trading is a process that combines both strategy and technique, and it is also a form of practice.Both technology and skill are indispensable.!Value is limited, growth is guided, and cycles have their principles, while themes are boundless!In the stock market, one must act in accordance with the trend, combining strategy and technique, managing positions, investing … Read more

The First Battle of Chinese Chips in 2025

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The First Battle of Chinese Chips in 2025

Author: Han Lijie, Partner at Kaiteng Law Firm Editor: Zheng Kejun, Su Yang On March 17, Huada Jiutian announced that it plans to issue shares and pay cash to acquire 100% of the shares of Xinheng Semiconductor Technology (Shanghai) Co., Ltd. Ten days later, another EDA supplier, Gaolun Electronics, announced that it was planning to … Read more

Will Honor Return to Huawei?

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Will Honor Return to Huawei?

From an organizational structure perspective， the new shareholders have their own interests， and generally speaking, the biggest interest of a company is to gain profits through going public， and the new shareholders also have their own motivations， with two different organizational structures， if they are forcibly merged through some mysterious power, the outcome will not … Read more

Valued at Hundreds of Billions: Domestic Chip Leader Reports a 498.11% Surge in Net Profit!

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Valued at Hundreds of Billions: Domestic Chip Leader Reports a 498.11% Surge in Net Profit!

Recently, China’s leading semiconductor design company Weir Shares (603501) has delivered an impressive performance report. Driven by the continuous introduction of products in the high-end smartphone market and the accelerated penetration of automotive intelligence, the company’s performance has seen significant growth, with operating revenue reaching a historical high and net profit increasing substantially!According to the … Read more

Disassembly and Analysis of Yushu Technology’s L1 LiDAR Chip

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Disassembly and Analysis of Yushu Technology's L1 LiDAR Chip

Recently, I analyzed Yushu Technology’s L1 LiDAR: “Snow Ridge · Disassembly and Principle Analysis of Yushu Technology’s L1 LiDAR“. Among them, the chips on the circuit board lack silkscreen printing, making it difficult to understand their specific functions. Therefore, I asked experts from the chip company to perform a decap on the main chips to … Read more

Xpeng’s Self-Developed Turing Chip Enters Mass Production Stage

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Xpeng's Self-Developed Turing Chip Enters Mass Production Stage

On April 14, Chinese electric vehicle startup Xpeng announced that its self-developed Turing system-on-chip (SoC) has officially entered the mass production stage. The Turing SoC chip is first equipped in the 2024 MONA M03 pure electric sedan. This model is specifically designed for ride-hailing fleets, aiming for an affordable price.Initially customized and developed by Didi … Read more