AI Chips

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

by
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

by
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?

by
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

The Most Powerful Domestic Alternative Chip Exposed: Huawei’s Secret Weapon is Here! Jensen Huang Publicly Praises Huawei

by
The Most Powerful Domestic Alternative Chip Exposed: Huawei's Secret Weapon is Here! Jensen Huang Publicly Praises Huawei

If you are a new friend, please click the blue text above Follow “High-Tech Enthusiasts,” we guarantee you won’t be disappointed. A major news event has erupted in the tech circle—Huawei’s upcoming Ascend 910D chip is reported to directly challenge NVIDIA’s “AI chip ceiling” H100. Upon hearing this news, even NVIDIA CEO Jensen Huang couldn’t … Read more

Understanding AI Chips: A Comprehensive Guide to GPU, TPU, and NPU

by
Understanding AI Chips: A Comprehensive Guide to GPU, TPU, and NPU

Before diving into AI chips, let’s start with a small quiz to see how much you know about AI chips! AI Chip Quiz 1. The core difference between AI chips and traditional CPUs is: A) Higher clock speed B) Stronger parallel computing capability C) Larger storage capacity D) Lower power consumption 2. Which of the … Read more

Market Weekly Report | The U.S. Continues to Intensify Restrictions on China’s AI Chip Industry

by
Market Weekly Report | The U.S. Continues to Intensify Restrictions on China's AI Chip Industry

Week 17 of 2025 *This article contains 2951 words, estimated reading time 10 minutes Weekly Highlights ● The U.S. continues to impose unreasonable pressure and restrictions on China’s chip industry: 1. Last week, the U.S. Department of Commerce suddenly announced that chips like NVIDIA H20 and AMD MI308, which are specially designed and supplied to … Read more

Is Huang Renxun Losing? Rapid Development of Domestic Chips Leaves the US Stunned

by
Is Huang Renxun Losing? Rapid Development of Domestic Chips Leaves the US Stunned

Who would have thought that NVIDIA, once standing at the pinnacle of AI chips, is now so anxious that even its CEO has to personally visit China? Just last month, the US suddenly announced a ban on the export of H20 chips to China, causing Huang Renxun to lose 5.5 billion overnight, with stock prices … Read more

The Ban Boosts Domestic Substitution Demand: Huawei Chips Seize Nvidia’s Market

by
The Ban Boosts Domestic Substitution Demand: Huawei Chips Seize Nvidia's Market

When the U.S. Department of Commerce announced an indefinite export ban on Nvidia’s H20 chip, was the Chinese AI chip industry ready to take over?Huawei’s Ascend 910C inference performance is already close to 60% of the NVIDIA H100, a figure that reflects not only breakthroughs in technological catch-up but also an industrial restructuring driven by … Read more

Performance Soars by 4230%! Domestic AI Chipmaker Cambricon Shines as the ‘NVIDIA Alternative’

by
Performance Soars by 4230%! Domestic AI Chipmaker Cambricon Shines as the 'NVIDIA Alternative'

Revenue surged by 4230.22% year-on-year? After being “highly anticipated” for many years, domestic AI chip leader Cambricon has finally delivered an astonishing performance report. On the evening of April 18, Cambricon released its Q1 2025 financial report, with quarterly revenue reaching 1.111 billion yuan, a year-on-year increase of 4230.22%, and a net profit of 355 … Read more

TSMC: I Can’t Control the Flow of Chips to Mainland China!

by
TSMC: I Can't Control the Flow of Chips to Mainland China!

Recently, foreign media reported that TSMC has been accused of “illegally” manufacturing AI chips for a certain company, and the U.S. Department of Commerce is set to impose a fine exceeding $1 billion. This type of penalty is extremely rare and could even be record-breaking. The amount of this penalty is based on the illegal … Read more