Recently, Broadcom’s stock price has surged over 70% in two months, with its market capitalization briefly exceeding $1 trillion, ranking among the top in the U.S. stock market. This surge is primarily attributed to the rapid growth of Broadcom’s custom AI chip business for large tech companies. Faced with the hot and expensive NVIDIA AI … Read more
China is accelerating the establishment of its artificial intelligence chip ecosystem as U.S. restrictions take effect. Here is the current status of its supply chain: Key Points U.S.-led export controls have excluded China from key segments of the AI chip supply chain. Many chip experts say this has had a dual effect: on one hand, … Read more
With the development trends of automotive intelligence and electrification, automotive chips have become an important battleground in the global semiconductor industry. Recently, two domestic mergers have attracted widespread attention—Zhongying Electronics’ controlling shareholder is set to change to Zhinen Industrial Electronics, and Xinbang Intelligent has acquired the equity of Yindi Semiconductor; internationally, Arm has launched the … Read more
Follow “Electronic Engineering Magazine” and add the editor’s WeChat Regional groups are now open, please send messages 【Shenzhen】【Shanghai】【Beijing】【Chengdu】【Xi’an】 to the public account EdgeAI is starting to scale Currently, edgeAI has rapidly evolved from laboratory technology to the core engine of industrial transformation. According toGartner‘s prediction, by2026, 50% of global enterprises will deployAI capabilities at the … Read more
On June 4 local time, semiconductor IP giant Arm officially launched its new automotive product brand, Zena Compute Subsystem (CSS), to accelerate the development of next-generation AI chips for automotive design. Zena CSS integrates 16 Armv9-based Cortex-A720AE cores andCortex-R82AE real-time microcontroller cores, and is optimized for performance in ADAS and IVI applications. It also features … Read more
In the face of humanoid robots, which represent a completely new system, the demand for chips will be entirely different due to the new hardware. The architecture also has significant operational flexibility, and for humanoid robots, this means entirely new ecological possibilities. Experts point out that while we may never surpass Microsoft and Intel in … Read more
Huawei’s chips are currently divided into six main categories, covering key areas such as terminals, communication, computing, and AI. Huawei has built a full-stack domestic computing ecosystem with four major technology systems: Ascend (AI chips), Kunpeng (server chips), Euler (operating system), and Pangu (large models), with performance closely following international giants like NVIDIA’s GB200. Huawei’s … Read more
On May 7, the People’s Bank of China announced a 0.5 percentage point reduction in the reserve requirement ratio and a 0.1 percentage point decrease in the policy interest rate, which is expected to release 1 trillion yuan in long-term liquidity. This policy directly benefits the capital market and injects a strong boost into the … Read more
1. Market Landscape: Accelerated Domestic Substitution, Formation of a Duopoly “Under the U.S. chip blockade, the Chinese AI computing market is surprisingly divided by these two companies, capturing 35%!” In Q1 2025, the domestic AI chip substitution rate soared to 45%, with Huawei Ascend and Cambricon together holding 35% of the cloud market share, surpassing … Read more
Source | OCP Official Website [Insights on Thermal Management] Recently, the OCP official website released a white paper titled “30℃ Coolant– A Durable Roadmap for The Future” authored by a team from META, Vertiv, Samsung, AMD, Intel, and Nvidia, leading participants in the global data center industry. The article focuses on the temperature standards for … Read more