AI Chips Articles - Page 5 of 21

Alibaba’s Breakthrough in Self-Developed AI Chips: A Booming Opportunity for Domestic Industry

2026-02-20 by boardor

Alibaba’s Breakthrough in Self-Developed AI Chips: A Booming Opportunity for Domestic Industry Alibaba’s self-developed next-generation AI chip has achieved a significant breakthrough, compatible with the NVIDIA ecosystem and entirely produced by domestic enterprises, resulting in a market value increase of 250 billion yuan overnight. Through its subsidiary, Pingtouge Semiconductor, Alibaba has developed and tested a … Read more

Top 6 Leading Companies in AI Chip Development

2026-02-20 by boardor

Cambricon (688256) is the first domestic AI chip stock in China, focusing on cloud training and inference chips, with extensive self-developed IP licensing and a well-established computing power layout, showing high growth potential.Innosilicon (688008) is a leader in memory interface chips, essential for AI servers relying on DDR5 interfaces, benefiting from the computing power infrastructure.Jingjia … Read more

100% Domestic Equipment in Place This Year! China’s Chip ‘De-Americanization’ Successful! They Won’t Earn This Money Anymore

2026-02-20 by boardor

Before reading this article, please click the blue text above“Mobile Daily” and then click“Follow”, so you can continue to receive the latest articles for free. There are daily shares. It’s completely free to subscribe, please follow in time Have you heard? The wave of chip blockades from the United States may come to an end … Read more

China Doesn’t Need H20: NVIDIA Customizes New Chip B30A to Capture the Chinese Market

2026-02-20 by boardor

This time, NVIDIA really can’t hold back! Jensen Huang probably hasn’t slept well these past few days, not because of stock prices or competitors, but because—China really isn’t buying into H20! Sales are at 0! You heard that right, zero! To put it bluntly, the so-called “China special edition” chip H20 has been a joke … Read more

Alibaba Breaks Through with AI Chips

2026-02-20 by boardor

Under the U.S. chip export controls, Chinese tech giants are accelerating efforts to fill the market gap left by NVIDIA. Alibaba’s newly launched AI chip not only challenges NVIDIA’s market dominance but also reveals China’s strategic determination for self-sufficiency in the AI computing power supply chain. On August 29, 2025, Alibaba announced the successful development … Read more

Domestic Semiconductor Industry Chain

2026-02-19 by boardor

This week, the first AI chip stock “Hanwang” exceeded the Shanghai Composite Index’s pillar stock Guizhou Moutai, reaching 1492 CNY per share, while Guizhou Moutai closed at 1480 CNY on Friday. There is a common practice that when the Shanghai Index breaks through the Moutai stock price, it generally faces adjustments. Hanwang reached a new … Read more

Chinese Stock Market: The Third Generation Semiconductor is Gaining Momentum! A Super Cycle is About to Begin, with Six Companies Entering a Growth Phase

2026-02-16 by boardor

Recently, the semiconductor sector has shown signs of warming, with domestic AI chip suppliers increasing their market share, and DeepSeek’s new model adopting a domestic chip design solution. This drives the industry to deeply tilt towards AI computing power demands, with companies like SMIC accelerating the domestic substitution process through technological breakthroughs. At the same … Read more

Edge AI + SoC Chips: Eight Core Targets Opening a New Era of Intelligence (In-Depth Analysis for 2025)

2026-02-16 by boardor

Edge AI: Reconstructing the underlying logic of intelligent terminals. Edge AI (Edge AI) achieves localized data processing by embedding the computing, reasoning, and decision-making capabilities of artificial intelligence directly into terminal devices (such as smartphones, smart cars, industrial robots, etc.). Compared to traditional architectures that rely on cloud services, its core advantages are: Low latency … Read more

The SoC Chip Industry: The Brain of Smart Devices

2026-02-16 by boardor

Click the blue text above to follow us On August 27, the State Council issued the “Opinions on Deepening the Implementation of the ‘Artificial Intelligence +’ Action”, requiring that by 2027, the penetration rate of the new generation of smart terminals exceeds 70%, clearly listing edge AI chips as a key technology focus, with a … Read more

Domestic AI Chip Production in China to Triple by 2026

2026-02-14 by boardor

With the restrictions on purchasing high-end NVIDIA chips from the US, we are going to develop our own. Domestic AI chip production in China is set to triple by 2026. Huawei and SMIC are already leading the charge, with three new factories scheduled to start production from the end of this year to next year, … Read more