The concept of artificial intelligence was born at the Dartmouth Conference in 1956. At this conference, McCarthy formally proposed the concept of artificial intelligence. After more than half a century of development, artificial intelligence has now been applied in fields such as robotics, speech recognition, image recognition, natural language processing, and expert systems. Of course, … Read more
British semiconductor design giant Arm Holdings recently announced the successful recruitment of Amazon’s AI chip head, Rami Sinno, marking a significant step for the company from its traditional role of licensing chip architectures to independently developing complete chip systems. Sinno led the development of two AI-specific processors, “Trainium” and “Inferentia,” at Amazon, enhancing the company’s … Read more
Here are the latest developments in the AI chip sector as of August 2025, covering technological breakthroughs, policy support, international competition, and market trends, combined with authoritative industry information and in-depth analysis of data: 1. International Giants Accelerate Their Layout in the Chinese Market NVIDIA is developing two new AI chips for the Chinese market: … Read more
01 Cambricon: The Leading AI Chipmaker in High Demand As the leading domestic AI chip manufacturer, Cambricon has recently shown remarkable performance. On August 22, Cambricon’s closing price reached 1243.2 yuan, with a single-day increase of 20%, and a rolling price-to-earnings ratio as high as 4006.77 times. The company’s Q1 2025 results showed explosive growth, … Read more
Key developments in the domestic chip industry and representative companies in major fields: Field Key Developments Representative Companies/Technologies Level/Status Advanced Manufacturing Processes 14nmmass production,7nmbreakthrough SMIC Leading in mainland China e-Flash technology mass production below28nm Lingkai Semiconductor Internationally competitive, filling domestic gaps AIChips FP8precision solutions, computing power optimization, ecosystem building Huawei Ascend910B, Moore ThreadsMUSA, Cambricon Ascend910B … Read more
During the release of the DeepSeek-V3.1 model, the official statement from DeepSeek mentioned that the UE8M0 FP8 precision format is “designed for the upcoming next-generation domestic chips.” This statement was interpreted by the market as a significant breakthrough in the underlying technology of domestic AI chips, leading to an optimistic sentiment in the capital market … Read more
Click the blue text to follow us Today’s AI Briefing 🚀 Insights into the forefront of AI, grasping the pulse of technology. Today’s AI briefing aggregates global highlights for you.✨ Breaking News 🚨 🍎 Apple secretly plans AI home robots and major Siri upgrades According to recent reports, Apple is actively advancing its AI strategy, … Read more
On August 14, news broke that U.S. media reported the installation of trackers in chip shipments, which has drawn global attention. The operations behind this have now been revealed. According to an exclusive report by Reuters, the U.S. secretly installed trackers in artificial intelligence-related chips to monitor “the situation of chips being transported to China.” … Read more
Recently, the National Internet Information Office has drawn attention to security risks related to backdoors in NVIDIA’s computing chips. Meanwhile, more insider information has emerged regarding the U.S. embedding “backdoors” in chips. On August 13, Reuters published an exclusive report revealing that the U.S. secretly installs trackers in artificial intelligence-related chips to monitor instances of … Read more
The “backdoor” issue concerning NVIDIA’s AI chips has sparked extensive discussions and controversies. In July 2025, shortly after the lifting of restrictions on NVIDIA chips, relevant national departments issued a warning, advising the public and businesses to exercise caution when procuring foreign chips, alerting them to the potential “backdoor” risks that may exist within these … Read more