Will NVIDIA GPUs Increase in Price Due to the US-China Tariff War?

Will NVIDIA GPUs Increase in Price Due to the US-China Tariff War?

Click the blue text to follow us To prevent getting lost, please make sure to “star” us after following 🌟! Latest Major Release: Shelly Talks AI: Annual Outlook: In-depth Reflection on Key Events in AI and Social Development by 2025 (One article per year, over ten years) In the past two weeks, the global trade … Read more

Comprehensive Ban on AI Chips? NVIDIA and AMD Face U.S. Restrictions, Do We Have Domestic Alternatives?

Comprehensive Ban on AI Chips? NVIDIA and AMD Face U.S. Restrictions, Do We Have Domestic Alternatives?

Recently, the U.S. government has implemented the strictest chip ban in history, restricting NVIDIA’s H100, A100, and other AI chips from entering the Chinese market. This ban directly impacts the global technology industry, especially NVIDIA’s performance, as the Chinese market represents a significant “cake” for NVIDIA. In response to this predicament, NVIDIA, showing both wisdom … Read more

Jensen Huang’s Urgent Visit to China: Is NVIDIA Stepping in Amid AI Chip Export Ban?

Jensen Huang's Urgent Visit to China: Is NVIDIA Stepping in Amid AI Chip Export Ban?

On April 17, NVIDIA CEO Jensen Huang rushed to Beijing, marking his second visit to China in just three months. The urgency of this visit was triggered by the U.S. government’s sudden announcement on April 9, imposing “indefinite export controls” on NVIDIA’s H20 chip designed specifically for the Chinese market. This news hit the capital … Read more

Israel and Its ‘Chip Empire’

Israel and Its 'Chip Empire'

On October 7, a large-scale conflict broke out between Israel and Palestine.On that day, the Palestinian Islamic Resistance Movement (Hamas) announced a military operation against Israel, launching thousands of rockets and sending armed personnel into Israeli territory to engage in clashes with the Israeli military. In response, the Israeli military conducted multiple airstrikes on the … Read more

NVIDIA’s H20 Chip Exports Restricted, Facing $5.5 Billion Loss

NVIDIA's H20 Chip Exports Restricted, Facing $5.5 Billion Loss

On April 16, 2025, according to Bloomberg, the U.S. government announced restrictions on NVIDIA’s exports of the H20 chip to China, requiring an “indefinite” application for export licenses. This sudden policy change directly leads to NVIDIA facing losses of up to $5.5 billion, affecting inventory, procurement commitments, and related reserves. Previously, NVIDIA’s H20 chip was … Read more

NVIDIA’s Market Value Plummets by $178.4 Billion Amidst the Chip Empire Crisis Under Tariff Wars!

NVIDIA's Market Value Plummets by $178.4 Billion Amidst the Chip Empire Crisis Under Tariff Wars!

On April 15, 2025, an announcement after the close of the US stock market triggered concerns in the global tech community—NVIDIA’s market value evaporated by $178.4 billion (approximately 1.3 trillion RMB) overnight, equivalent to losing the size of Alibaba. The catalyst for this crash was the sudden announcement by the US government on the same … Read more

RISC-V Makes Its Mark! Endorsed by Jim Keller! Entering the AI and Automotive Chip Arena!

RISC-V Makes Its Mark! Endorsed by Jim Keller! Entering the AI and Automotive Chip Arena!

Reported by Electronic Enthusiasts Network (Author: Zhou Kaiyang) When many people hear about RISC-V, the first thing that comes to mind is its applications in IoT and consumer electronics, as well as various low-power market opportunities. Although RISC-V has previously appeared in supercomputers or data centers, and in GPU solutions, it has often served merely … Read more

The Breakthrough of Domestic Automotive Chips: From 5% to 15% Market Share

The Breakthrough of Domestic Automotive Chips: From 5% to 15% Market Share

The Chinese automotive chip industry is staging a remarkable comeback. In just two years, the localization rate has surged from 5% to 15%, finally breaking through in a field that was once constrained by external pressures. Explosion of Electric Vehicles: Surge in Chip Demand In 2024, sales of new energy vehicles in China are expected … Read more

ASIC is Building a New Ecosystem for AI Chips

ASIC is Building a New Ecosystem for AI Chips

As artificial intelligence transitions from training to inference, the competitive landscape for AI chips is changing. While the position of general-purpose GPUs remains stable, ASICs are becoming crucial for AI applications due to their energy efficiency and adaptability to specific scenarios. This article analyzes how ASICs are reshaping the AI computing ecosystem from multiple dimensions. … Read more

The Battle for Computing Power Dominance: How Domestic Automotive Chips Break the “Tape-Out and Supply Cut” Curse?

The Battle for Computing Power Dominance: How Domestic Automotive Chips Break the "Tape-Out and Supply Cut" Curse?

Author | Zhongyan Puhua Industrial Research Institute Recommended Report |“In-Depth Research and Development Prospects Analysis Report on the Automotive Semiconductor Market from 2025 to 2030” With the rapid development of the global automotive industry, especially the rise of new energy vehicles and intelligent connected vehicles, the automotive semiconductor market has ushered in unprecedented growth opportunities. … Read more