Before reading this article, please click the blue text above“Mobile Daily” and then click“Follow”, so you can continue to receive the latest articles for free. There are daily shares. It’s completely free to subscribe, please follow in time Have you heard? The wave of chip blockades from the United States may come to an end … Read more
This time, NVIDIA really can’t hold back! Jensen Huang probably hasn’t slept well these past few days, not because of stock prices or competitors, but because—China really isn’t buying into H20! Sales are at 0! You heard that right, zero! To put it bluntly, the so-called “China special edition” chip H20 has been a joke … Read more
Under the U.S. chip export controls, Chinese tech giants are accelerating efforts to fill the market gap left by NVIDIA. Alibaba’s newly launched AI chip not only challenges NVIDIA’s market dominance but also reveals China’s strategic determination for self-sufficiency in the AI computing power supply chain. On August 29, 2025, Alibaba announced the successful development … Read more
This week, the first AI chip stock “Hanwang” exceeded the Shanghai Composite Index’s pillar stock Guizhou Moutai, reaching 1492 CNY per share, while Guizhou Moutai closed at 1480 CNY on Friday. There is a common practice that when the Shanghai Index breaks through the Moutai stock price, it generally faces adjustments. Hanwang reached a new … Read more
Recently, the semiconductor sector has shown signs of warming, with domestic AI chip suppliers increasing their market share, and DeepSeek’s new model adopting a domestic chip design solution. This drives the industry to deeply tilt towards AI computing power demands, with companies like SMIC accelerating the domestic substitution process through technological breakthroughs. At the same … Read more
Edge AI: Reconstructing the underlying logic of intelligent terminals. Edge AI (Edge AI) achieves localized data processing by embedding the computing, reasoning, and decision-making capabilities of artificial intelligence directly into terminal devices (such as smartphones, smart cars, industrial robots, etc.). Compared to traditional architectures that rely on cloud services, its core advantages are: Low latency … Read more
Click the blue text above to follow us On August 27, the State Council issued the “Opinions on Deepening the Implementation of the ‘Artificial Intelligence +’ Action”, requiring that by 2027, the penetration rate of the new generation of smart terminals exceeds 70%, clearly listing edge AI chips as a key technology focus, with a … Read more
With the restrictions on purchasing high-end NVIDIA chips from the US, we are going to develop our own. Domestic AI chip production in China is set to triple by 2026. Huawei and SMIC are already leading the charge, with three new factories scheduled to start production from the end of this year to next year, … Read more
🔥 Cambricon: The ‘Chinese NVIDIA’? Analyzing China’s New Chip Dominator Cambricon is referred to by the market as the ‘Chinese version of NVIDIA’ [smirk emoji]? However, the gap between the two is currently vast. NVIDIA is the ‘champion of the chip industry’, while Cambricon is a ‘new potential stock’. Below, we will decode from three … Read more
The semiconductor sector in the A-share market has reached a historic high, reflecting not only the capital market’s recognition of the industry’s fundamentals but also the strategic opportunities and deep-seated momentum in China’s digital technology development. This milestone breakthrough is supported by policy backing, technological advancements, and industrial upgrades, indicating that China is accelerating its … Read more