1. Core Enterprise Map 1. Cloud Training / Inference Chips Cambricon (688256): The “pure AI chip first stock” in A-shares, the Siyuan series chips cover all scenarios from cloud to edge, with the Siyuan 590 (7nm) achieving a computing power of 471 TOPS, performance close to 80% of NVIDIA’s A100, with revenue of 1.7 billion … Read more
On November 26, Beijing time, NVIDIA rarely responded to market concerns about its dominance in the AI chip sector being threatened. “We are pleased with Google’s success—they have made significant progress in the field of artificial intelligence, and we continue to supply to Google,” NVIDIA stated in a post on the X platform. “NVIDIA leads … Read more
Reshaping the Market Landscape: The Strong Rise of Google’s TPU Google is collaborating with Broadcom to develop the TPU v7p, set to launch in 2026. The new generation Ironwood TPU can connect up to 9,216 chips in a single cluster, addressing data bottlenecks for complex models. This technological breakthrough directly impacts NVIDIA’s market position, causing … Read more
Source: Tiger Says Chip Original Author: Tiger Says Chip This article introduces chips specifically designed for AI computation. In the context of the rapid development of artificial intelligence (AI), traditional general-purpose processors (such as CPUs) can no longer meet the growing computational demands. Therefore, AI chips have emerged as the core hardware driving the popularization … Read more
While everyone is still watching NVIDIA’s stock price and wondering when the AI bubble will burst, the “Iron Man of Silicon Valley,” Musk, wouldn’t be Musk if he didn’t stir up some big news. Just now, Musk made a bold statement on social media that has left the entire semiconductor and automotive industries restless. This … Read more
Recently, a piece of news regarding the US chip regulation policy has stirred the global tech community—according to Reuters, the Trump administration is internally discussing the possibility of allowing NVIDIA to export its “game-changing” AI chip H200 to China. As a core controlled product under the US export ban on AI chips to China, if … Read more
Waking up to new news in the AI chip industry! I feel that the performance of chip stocks recently has been quite perplexing. To be honest, from A-shares to H-shares, the stock prices of these AI chip companies have been like a roller coaster. I must say, after the financial report data for the first … Read more
1. Elon Musk announces the completion of the AI5 chip tape-out and the initiation of AI6 development; 2. ASML opens a technical academy in the U.S. to train 1,000 chip equipment engineers annually; 3. Samsung adds $1.9 billion to upgrade its U.S. factory, deepening its high-end manufacturing layout; 4. Nokia invests $4 billion to expand … Read more
Tesla’s development of artificial intelligence chips has entered a new critical phase. According to AIbase, Elon Musk confirmed that Tesla has signed a contract worth up to $16.4 billion with Samsung Electronics for AI chip foundry services. This substantial order will support the production of Tesla’s next-generation AI6 chip, which will be manufactured at Samsung’s … Read more
Tian Zhi Precision is a semiconductor equipment company empowered by Su Chuang Investment Group under the guidance of “investing in national needs and industrial needs”. The C-Molding equipment (chip compression molding) that the company focuses on is the core process equipment in the field of advanced semiconductor packaging, and its localization is a key link … Read more