Top 6 Most Competitive Companies in Computing Power Chips and Domestic Substitution!

Top 6 Most Competitive Companies in Computing Power Chips and Domestic Substitution!

Recently, domestic tech giants have invested 2 billion to procure NVIDIA’s H20 computing power, accelerating the large-scale implementation of AI applications. The policy has classified computing power as a new type of productive force, with the State Council aiming for a computing power scale exceeding 300 EFLOPS by 2025. Shenzhen is promoting “training vouchers” to … Read more

2024 Domestic AI Chip Shipment Rankings: NVIDIA is Three Times Huawei, Baidu Ranks Third

2024 Domestic AI Chip Shipment Rankings: NVIDIA is Three Times Huawei, Baidu Ranks Third

Despite the ongoing restrictions by the United States on NVIDIA GPUs exported to China, the latest data released by IDC, a global third-party authority, shows that NVIDIA’s chip shipments remain the largest in 2024. According to this authoritative report, the gap among the top six is quite significant. The first place is NVIDIA with 1.9 … Read more

NVIDIA vs. Anthropic Chip Controversy: Live Lobster Smuggling vs. Fake Pregnancies Sparks White House Ban

NVIDIA vs. Anthropic Chip Controversy: Live Lobster Smuggling vs. Fake Pregnancies Sparks White House Ban

Your finger suddenly paused on the phone screen—NVIDIA and Anthropic, two Silicon Valley giants, are embroiled in a social media spat that is reshaping perspectives. An NVIDIA spokesperson sarcastically pinned their opponent’s accusations to the wall of shame with the term “live lobster smuggling chips,” while Anthropic retaliated with a suspected smuggling route map. This … Read more

The Underlying Battle in the Robot Supply Chain: NVIDIA and CATL Breakthroughs Transforming a Trillion-Dollar Landscape

The Underlying Battle in the Robot Supply Chain: NVIDIA and CATL Breakthroughs Transforming a Trillion-Dollar Landscape

As you open the financial report, the entire saga of the robot industry supply chain unfolds before your eyes. The shining names on the list of suppliers for Yush Robotics—Yaskawa Electric, NVIDIA, and CATL—have become thermometers, reflecting the true pulse of the global technology industry’s transformation hidden within the profit and loss figures of the … Read more

Surging by 4230%! Domestic ‘Alternative Chips’ Overtake, Nvidia in a Panic: Who Are We Selling To?

Surging by 4230%! Domestic 'Alternative Chips' Overtake, Nvidia in a Panic: Who Are We Selling To?

“Without chips from Nvidia and other foreign companies, China’s artificial intelligence industry will directly lose its foundation.” A foreign media outlet once asserted. This incredibly arrogant conclusion has finally met its moment of reckoning. On April 18, according to the “Securities Times,” domestic AI chip design company Cambricon released a report. The report shows that … Read more

US Chip Sanctions Escalate, Advanced Packaging Becomes the Next Strategic Pivot for Domestic AI Chips

US Chip Sanctions Escalate, Advanced Packaging Becomes the Next Strategic Pivot for Domestic AI Chips

Author | Du Wenjing, Chang Liang The AIGC led by large models marks the starting point of the Fourth Industrial Revolution, possessing the ability to fundamentally change the rules across various industries. The year 2023 has become the inaugural year for AI large models, with significant improvements in pre-training and generative capabilities, as well as … Read more

Qili Semiconductor’s Advanced Packaging Technology Leads in China: Building Chips Like LEGO

Qili Semiconductor's Advanced Packaging Technology Leads in China: Building Chips Like LEGO

On April 22, the front page of the Shaoxing Daily reported: “Qili Semiconductor’s Advanced Packaging Technology Leads in China: Building Chips Like LEGO”. The full text is as follows ↓↓↓ Like stacking LEGO blocks, different specifications and characteristics of small chips are stacked together and packaged to form a complete chip, achieving characteristics such as … Read more

Chip and Semiconductor Industry Brief (May 2, 2025)

Chip and Semiconductor Industry Brief (May 2, 2025)

Beijing Bairun Weiye Technology Co., Ltd., dedicated to the sales service of original ICs and peripheral components from international brands, has over 10 years of experience in electronic component distribution, specializing in the distribution of world-renowned ICs, with products widely used in military and civilian electronic brand fields. The company has rich sales experience. The … Read more

Huawei Ascend 910B Outperforms H20, 910C Approaches H100!

Huawei Ascend 910B Outperforms H20, 910C Approaches H100!

The performance comparison between Huawei’s Ascend 910 series (including 910, 910B, 910C) and NVIDIA’s AI chips (such as A100, H100, B200) is a complex issue that involves multiple dimensions, including computing power, energy efficiency, ecosystem, and application scenarios. 1. Performance Comparison of Huawei Ascend 910 Series and NVIDIA Chips Overview of Huawei Ascend 910 Series … Read more

Trump Administration Proposes to Eliminate Biden’s Tiered AI Chip Export Rules

Trump Administration Proposes to Eliminate Biden's Tiered AI Chip Export Rules

Will this be a case of changing the soup but not the medicine? According to Reuters citing informed sources, the Trump administration is working to amend a regulation from the Biden era that restricts global access to AI chips, including potentially eliminating the tiered system that determines how many AI chips a country can access. … Read more