AI Chips

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

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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?

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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

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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

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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)

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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!

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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

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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

US Chip Companies to Lose $16 Billion in Orders from China, Funds to be Used for Talent Development and R&D by Chinese Firms

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US Chip Companies to Lose $16 Billion in Orders from China, Funds to be Used for Talent Development and R&D by Chinese Firms

According to the New York Times, the Trump administration has once again adjusted its sanctions against China, prohibiting Nvidia from exporting its latest AI chips designed specifically for the Chinese market. This policy change has sparked strong dissatisfaction among US companies. Domestic chip manufacturers in the US are concerned that if AI chips cannot enter … Read more

Hotspot Tracking: Acceleration of Domestic AI Chip Localization: Technological Breakthroughs and Investment Opportunities

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Hotspot Tracking: Acceleration of Domestic AI Chip Localization: Technological Breakthroughs and Investment Opportunities

Acceleration of Domestic AI Chip Localization: Technological Breakthroughs and Investment Opportunities Content Overview With the investment boom triggered by Huawei’s Ascend chips in the A-share market, the domestic AI chip industry has entered a phase of accelerated development. This article provides an in-depth analysis of the technological breakthroughs and market landscape of domestic AI chips, … Read more

Major Developments in the Chip Industry: US Chip Giants Collaborate with China, AMD Shows Interest – What Signals Are Being Sent?

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Major Developments in the Chip Industry: US Chip Giants Collaborate with China, AMD Shows Interest - What Signals Are Being Sent?

Significant news continues to emerge in the chip sector. First, the latest actions by US chip giant Intel have drawn attention. On August 2, according to a report by the South China Morning Post cited by Reference News, Intel is collaborating with Shenzhen to establish a new chip innovation center to deepen relations. On the … Read more