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01
Huawei’s Kirin chip officially returns after four years, with the Kirin 9020 chip making its debut
After four years, Huawei officially announced the return of the Kirin chip at its flagship product launch on September 4. The new Kirin 9020 chip is featured in its latest second-generation foldable phone, the Mate XTs. This is the first time in recent years that Huawei has publicly disclosed the specific model of the chip used at a launch event. It is reported that the Mate XTs, equipped with the Kirin 9020 chip and HarmonyOS 5.0, has an overall performance improvement of 36% compared to the previous generation.
02
ByteDance denies rumors of splitting its chip team
In response to rumors circulating online about the “ByteDance chip team being split off to Singapore,” ByteDance quickly responded that the news is false. The company stated that its chip business has not undergone any changes, and the recent personnel changes are merely a normal switch of internal Feishu tenants, with external interpretations of business independence and layoffs being overreactions.
03
Fudan Microelectronics reports smooth progress in high-performance chip development, with positive feedback on its first product
Fudan Microelectronics recently announced that its FPAI heterogeneous fusion architecture chip, which integrates CPU, FPGA, and NPU, is progressing smoothly in development, with a product line targeting a computing power range of 4TOPS to 128TOPS. Among them, the first 32TOPS chip has made good progress in market promotion, currently in the introduction phase among customers with high reliability requirements, and market feedback is positive.
04
Xiangdi Xian’s new generation “Fuxi” architecture GPU completes tape-out
The Xiangdi Xian team announced that its new generation “Fuxi” architecture GPU, using advanced 5nm technology, has completed tape-out. This architecture will launch two new products: the Fuxi A0 for high-end graphics rendering, and the Fuxi B0, a GPU and NPU integrated chip for terminal AI applications. It is reported that its computing power can reach 160TFLOPS (FP32) and is equipped with 12GB of HBM2 high-speed memory, fully supporting the deployment of various mainstream AI large models on the terminal side.
05
Horizon reports a 67.6% increase in revenue in the first half of 2025, with a doubling of smart driving solution shipments
Horizon released its performance announcement for the first half of 2025, showcasing impressive results. During the reporting period, the company achieved revenue of 1.567 billion yuan, a year-on-year increase of 67.6%, with a gross profit of 1.024 billion yuan.Horizon maintained its market share leadership in basic driver assistance solutions and overall driver assistance solutions with shares of 45.8% and 32.4%, respectively, with total product and solution deliveries reaching 1.98 million sets, achieving a doubling growth; mid-to-high-end product solutions shipped 980,000 units, achieving a sixfold increase.
06
Black Sesame Intelligence reports a 40% revenue growth in the first half of the year, achieving breakthroughs in its globalization strategy
Black Sesame Intelligence released its mid-year performance for 2025, achieving operating revenue of 253 million yuan, a year-on-year increase of 40.4%.In its core business, Black Sesame Intelligence continues to maintain close cooperation with leading customers such as Dongfeng and FAW, with the A1000 series chip solutions achieving mass production and delivery in models such as the Galaxy E8, Xingyao 8, and Dongfeng Yipai 007/008. The new generation C1200 series solution’s urban NOA function has completed testing in multiple locations and will soon be deployed in several enterprises. Meanwhile, the A2000 series chip is accelerating development and validation, aiming to reach agreements with leading customers within the year to fully support the implementation of L3/L4 and end-to-end large model algorithms.
Overseas business has made significant breakthroughs, with multiple overseas models being designated, laying the foundation for global development. In addition, the company’s business has successfully expanded into new consumer fields such as robotics and AI smart glasses, forming an ecological layout that runs parallel in automotive, robotics, and new consumption sectors.
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Chip Intelligence Bureau
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