[Image] Musk is online recruiting AI chip engineers as Tesla’s AI chip sector reaches a critical milestone. Musk announced that the self-developed AI5 chip has entered the final countdown for taping out, and the development of AI6 has been initiated simultaneously. Supporting this progress is the chip team that has been cultivated over many years—this … Read more
Jensen Huang stated that NVIDIA’s Blackwell system sales have “far exceeded expectations,” but analysts believe that custom artificial intelligence chips (ASICs) will grow rapidly. These smaller, cheaper, and more focused AI chips are being developed in-house by companies such as Google, Amazon, Meta, Microsoft, and OpenAI. Google’s TPU is a leader in the field of … Read more
Significant Turn in the Chip Game! The U.S. ‘Allows’ NVIDIA H200, What Does It Mean? Recently, a piece of news has sparked widespread attention in the tech community: The U.S. Department of Commerce is considering allowing NVIDIA to export its latest AI chip, the H200, to China. This development stands in stark contrast to the … Read more
1. Overview of the RISC-V AI Chip Market in Data Centers 1.1 Current Market Development and Trends Currently, RISC-V AI chips are experiencing historic development opportunities in the data center sector. According to industry data, the growth rate of RISC-V chips in China reaches 20%-30%, far exceeding the growth rates of other architecture chips. The … Read more
Dear investors, today I have discovered a “potential stock” in the semiconductor field—this company not only has a unique background but is also at the forefront of rapid development, making it a true “invisible champion” in the semiconductor equipment sector! A great business of “selling shovels in a gold rush” The semiconductor industry is well-known, … Read more
1. Jensen Huang’s “sorrow”: The dual pressure of export restrictions and market expectations On November 20, Jensen Huang, founder and CEO of NVIDIA, appeared on Fox Business Channel. Despite presenting impressive third-quarter financial results, he still wore a worried expression. During the program, Huang candidly stated that the export restrictions imposed by the U.S. have … Read more
01Fundamentals: From “Loss Leader” to “Profit Dark Horse” TurnaroundAs the first domestic AI chip stock, Cambricon has been a focal point in the market since its IPO in 2020. However, the company was previously perceived as “technologically strong but difficult to profit,” incurring nearly 5 billion yuan in losses from 2017 to 2023, earning the … Read more
On November 21, 16 hard technology products were rapidly approved on the same day. The approved product lineup includes the first batch of 7 AI ETFs for innovation and entrepreneurship, 3 chip ETFs for the Sci-Tech Innovation Board, 4 ETFs focused on chip design, and 2 actively managed equity funds themed on technology.The fast-paced approval … Read more
On November 19, Zhongcheng Hualong Computer Technology Co., Ltd. held a press conference for intelligent computing products, officially launching the HL series of fully domestic high-end AI training and inference chips along with a full-stack intelligent computing product line. Zhongcheng Hualong focuses on core technology, reconstructing the efficiency and cost boundaries of AI computing power, … Read more
On November 20, according to EETimes, the open-source AI hardware and software startup Ainekko acquired the intellectual property and some assets of the RISC-V AI chip startup Esperanto Technologies in October this year, including its chip designs, software tools, and development frameworks. Ainekko plans to open-source Esperanto’s production-grade RISC-V architecture multi-core chips, including RTL code, … Read more