AI Chips

Chip Security Has Become the Great Wall of Defense in the Digital Age: Strong Regulation Against American Companies Like NVIDIA is Necessary!

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Chip Security Has Become the Great Wall of Defense in the Digital Age: Strong Regulation Against American Companies Like NVIDIA is Necessary!

I am Lao Yu by the sea. When NVIDIA suddenly announced the suspension of H20 chip production, when American lawmakers openly clamored that “backdoors must be reserved in exported chips,” and when the Trump administration enforced a 15% “licensing tax”—we finally see clearly: the battlefield of chips has no luck, only a life-and-death game! If … Read more

Tencent Stands Firm! Rejects NVIDIA’s ‘Cut-Down’ Chip, Chinese Tech No Longer a Pushover!

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Tencent Stands Firm! Rejects NVIDIA's 'Cut-Down' Chip, Chinese Tech No Longer a Pushover!

Tencent Stands Firm! Rejects NVIDIA’s ‘Cut-Down’ Chip, Chinese Tech No Longer a Pushover! Hello everyone, I am Lao Chen. Yesterday I saw a piece of news that was quite satisfying – Tencent directly rejected NVIDIA’s ‘cut-down’ H20 chip! Upon seeing this news, I couldn’t help but applaud. 01. Remembering the Past Dilemma Do you remember … Read more

NVIDIA H20 Chip Security Controversy and Responses from Chinese Enterprises

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NVIDIA H20 Chip Security Controversy and Responses from Chinese Enterprises

NVIDIA H20 Chip Security Controversy and Responses from Chinese Enterprises Introduction: The Outbreak and Impact of Chip Security Controversy In August 2025, a rare inventory crisis is unfolding in the Chinese chip market—approximately 600,000 NVIDIA H20 chips are piled up in warehouses, unopened and unattended. This chip, once regarded as the “cornerstone of computing power” … Read more

Analysis of the AI Chip Industry Chain

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Analysis of the AI Chip Industry Chain

This is purely an analysis of the relevant industry, and no specific stocks are recommended. The following is an analysis of the core segments of the AI chip industry chain and related stocks based on the latest industry dynamics in 2025, covering subfields such as chip design, edge chips, edge storage, servers, and EDA: 1. … Read more

China’s Chip De-Americanization Accelerates, Significantly Impacting NVIDIA

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China's Chip De-Americanization Accelerates, Significantly Impacting NVIDIA

China’s ongoing industrial policies, including de-Americanization and large-scale state investment, are ensuring the dominance of the traditional chip market while gradually reducing dependence on American technology. Chinese companies still rely on American AI chips, but they are rapidly developing competitive alternatives that pose a challenge to the U.S. and NVIDIA. The long-term goal of China’s … Read more

The Trust Crisis of Chip Giants and the Sino-U.S. Technology Game

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The Trust Crisis of Chip Giants and the Sino-U.S. Technology Game

In the summer of 2025, global chip giant NVIDIA found itself in an unprecedented trust crisis—its H20 computing chip, specifically supplied for the Chinese market, was reported to have serious security issues, leading to discussions with the National Internet Information Office. The fate of the H20 chip has been tumultuous: born in 2023 to circumvent … Read more

Comprehensive Overview of Domestic Computing Power Chip Core Tracks

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Comprehensive Overview of Domestic Computing Power Chip Core Tracks

Comprehensive Overview of Domestic Computing Power Chip Core Tracks 1. AI Computing Power Chips GPU: is the preferred acceleration chip in AI servers, with major participants in the GPU market including overseas manufacturers such as NVIDIA, AMD, Intel, Qualcomm, and ARM. Domestic high-end AI chip manufacturers such as Cambricon, HW, Jingjia Micro, Haiguang Information, and … Read more

DeepSeek’s New Breakthrough! FP8 Ignites the Revolution in Domestic Chips

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DeepSeek's New Breakthrough! FP8 Ignites the Revolution in Domestic Chips

Overview On August 21, Chinese AI company DeepSeek quietly released its new large model DeepSeek-V3.1, which for the first time adopts a domestically developed precision standard called “UE8M0 FP8,” specifically tailored for the next generation of autonomous chips. This move not only marks the realization of “soft and hard synergy” in Chinese AI but also … Read more

In-Depth Analysis of Storage Chips, Optical Chips, Computing Power Chips, SOC Chips, and Analog Chips (Including Core Chip Concept Stocks)

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In-Depth Analysis of Storage Chips, Optical Chips, Computing Power Chips, SOC Chips, and Analog Chips (Including Core Chip Concept Stocks)

The global semiconductor market is expected to reach $697.1 billion by 2025, with demand for AI-related chips becoming a core growth driver. The Chinese market accounts for nearly $30 billion, presenting structural opportunities in fields such as computing power chips and storage chips. The industry is showing polarization: demand for data centers and AI chips … Read more

Three Major AI Computing Power Chips: A Comprehensive Overview of GPU, FPGA, and ASIC Industries and Manufacturers!

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Three Major AI Computing Power Chips: A Comprehensive Overview of GPU, FPGA, and ASIC Industries and Manufacturers!

The Return of the Chip Kings! The National Big Fund Phase III has injected 164 billion yuan into the semiconductor industry,combined with the explosive demand for AI computing power, the industry’s prosperity continues to rise. GPU chips, with the intensification of U.S. chip sanctions, domestic breakthroughs are imminent, at the same time, IDC predicts that … Read more