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Decisive Action: China Strikes Back Against US Chip Policies, US Elites Reflect: China Excels in Protracted Warfare

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Decisive Action: China Strikes Back Against US Chip Policies, US Elites Reflect: China Excels in Protracted Warfare

On September 13, the Chinese Ministry of Commerce took decisive action, announcing an anti-dumping investigation into American analog chips and initiating a discrimination investigation against the US “chip tax” policy. This news immediately attracted international attention, as this move by China is not only a direct response to the US chip blockade but also a … Read more

AI Chip Startup Challenging NVIDIA Valued at Nearly $50 Billion!

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AI Chip Startup Challenging NVIDIA Valued at Nearly $50 Billion!

整理 | 华卫 Yesterday, AI chip startup Groq confirmed that it has completed a new round of financing amounting to $750 million, with a post-investment valuation of $6.9 billion (approximately 49 billion RMB). This round of financing was led by investment firm Disruptive, with participation from institutions such as BlackRock, Neuberger Berman, and Deutsche Telekom … Read more

Latest Progress of Domestic AI Chips: Huawei Ascend Timeline Released, Alibaba and Baidu Accelerate Self-Development

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Latest Progress of Domestic AI Chips: Huawei Ascend Timeline Released, Alibaba and Baidu Accelerate Self-Development

In response to global AI chip supply and policy changes, the self-sufficiency rate of domestic computing power chips has rapidly increased in recent years. Huawei has for the first time clearly disclosed the planning of the Ascend series AI chips, while Alibaba and Baidu are also accelerating the adoption of self-developed chips for training AI … Read more

US Executive: Chips Are Our Last Resort

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US Executive: Chips Are Our Last Resort

1. Summit Remarks: The US Attempts to Maintain Chip “Advantage” On September 17, local time, at the AI + DC Summit hosted by the US news site “Axios”, Dario Amodei, CEO of the US AI startup Anthropic, claimed that the US’s dominance in the chip sector might be its “only advantage” over China, which must … Read more

Industry Update: Chip Landscape Reshuffled? Nvidia Invests in Intel, Intel’s Stock Surges Over 30%

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Industry Update: Chip Landscape Reshuffled? Nvidia Invests in Intel, Intel's Stock Surges Over 30%

photo by ChatGPT In recent years, the rise of AI has been accompanied by the “decline” of CPUs. The once-dominant industry leader Intel has faced significant challenges, not only struggling with innovation but also revealing manufacturing defects in its core CPU consumer production line. Many believed it would never recover, with multiple rumors of bankruptcy … Read more

Historic Collaboration Between Chip Giants: NVIDIA Invests $5 Billion in Intel, Transforming the Semiconductor Landscape

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Historic Collaboration Between Chip Giants: NVIDIA Invests $5 Billion in Intel, Transforming the Semiconductor Landscape

Global AI chip giant NVIDIA has announced a strategic investment of $5 billion in its long-time rival Intel, along with a deep technical collaboration. The two companies will jointly develop chips for personal computers and data centers, deeply integrating NVIDIA’s graphics processing technology with Intel’s x86 architecture. This unexpected collaboration marks a significant shift in … Read more

Chip Giants Unite! Intel Soars 22% in a Day, Leaving Senior Investors Stunned: Is This Still the “Toothpaste Factory” I Know?

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Chip Giants Unite! Intel Soars 22% in a Day, Leaving Senior Investors Stunned: Is This Still the "Toothpaste Factory" I Know?

Chip giants unite! Intel has surged by over 22% in a single day, leaving senior investors stunned: Is this still the “toothpaste factory” I know? Old friends, something big has happened! The US stock market hit a historic high last night, with Intel being the standout performer. This veteran chip company unexpectedly skyrocketed by over … Read more

Zhangjiang Hi-Tech: The Landlord and Shareholder of China’s Semiconductor Industry

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Zhangjiang Hi-Tech: The Landlord and Shareholder of China's Semiconductor Industry

As the core operator of “China’s Silicon Valley,” Zhangjiang Hi-Tech (600895) has seen its value surge, reflecting the market’s urgent expectations for the domestic substitution of China’s semiconductor industry. The company will enjoy long-term dividends driven by the robust development of the semiconductor industry under the strong impetus of national strategy. Diving deeper into Zhangjiang … Read more

Semiconductor Industry · Quick Intelligent · Reader Q&A

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Semiconductor Industry · Quick Intelligent · Reader Q&A

Research Background *The entire text is independently written based on MarkDown syntax CPC refers to the “Chip Package and Test” industry chain, which is an important link in the semiconductor industry. Quick Intelligent is a leading domestic manufacturer of precision electronic equipment, and its laser separation equipment holds significant technical and commercial value in the … Read more

Jiangsu Electronics Launches AI Head Assembly for Robots, Creating the “Strongest Brain” for Embodied Intelligence

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Jiangsu Electronics Launches AI Head Assembly for Robots, Creating the "Strongest Brain" for Embodied Intelligence

An AI head assembly with highly integrated multimodal interaction capabilities is making communication between robots and humans as natural and smooth as communication between people. On September 18, 2025, Jiangsu Electronics officially launched the AI head assembly for robots, a global controller based on the NVIDIA Jetson Thor chip, and a new generation of robot … Read more