đ„ Cambricon: The ‘Chinese NVIDIA’? Analyzing China’s New Chip Dominator Cambricon is referred to by the market as the ‘Chinese version of NVIDIA’ [smirk emoji]? However, the gap between the two is currently vast. NVIDIA is the ‘champion of the chip industry’, while Cambricon is a ‘new potential stock’. Below, we will decode from three … Read more
The semiconductor sector in the A-share market has reached a historic high, reflecting not only the capital market’s recognition of the industry’s fundamentals but also the strategic opportunities and deep-seated momentum in China’s digital technology development. This milestone breakthrough is supported by policy backing, technological advancements, and industrial upgrades, indicating that China is accelerating its … Read more
“The UE8M0 FP8 is designed for the upcoming next-generation domestic chip, which is expected to be widely applied.” In August 2025, this announcement made by DeepSeek during the release of DeepSeek-V3.1 dropped a bombshell in the Chinese AI chip sector. Almost simultaneously, NVIDIA announced the cessation of H20 chip production, partly due to Chinese companies … Read more
Analysis of Core Leaders and Risks in the Domestic Chip Industry Chain Domestic chips are key to the semiconductor industry, covering design, manufacturing, packaging and testing, and equipment materials, and are central to achieving technological self-sufficiency. The following outlines the 10 core A-share leaders in the domestic chip industry chain, analyzing concepts and risks: 1. … Read more
1. NVIDIA Core Architecture and Technical Features 1. Consumer-grade GPU (GeForce Series) RTX 50 Series (Blackwell Architecture) manufactured using TSMC’s 4NP process, with a transistor density of 208 billionNVIDIA, equipped with the fifth-generation Tensor Core and fourth-generation RT Core, supporting DLSS 4.0 (multi-frame generation technology) and 10TB/s interconnect bandwidthNVIDIA.The flagship model RTX PRO 6000 workstation … Read more
ăState Council: Promote the “Internet of Everything” for smart terminals, vigorously develop smart connected vehicles, AI smartphones and computers, smart robots, smart homes, smart wearables, and other new generation smart terminalsă The State Council has issued opinions on the in-depth implementation of the “AI +” initiative. The opinions propose to promote the “Internet of Everything” … Read more
Recently, I had a conversation with Academician Lu Zhiyuan from the Chinese Academy of Sciences about semiconductors. This veteran expert has been involved in chip development for decades, and listening to him is truly more enlightening than reading ten years’ worth of books. When it comes to nanometer-level chip manufacturing, Academician Lu directly told me: … Read more
Introduction to AI Chips AI Chips: Also known as artificial intelligence chips, AI accelerators, or compute cards, these modules are specifically designed to handle a large number of computational tasks in AI applications. Classification of AI Chips: Based on design requirements, AI chips are mainly divided into Central Processing Units (CPUs), Graphics Processing Units (GPUs), … Read more
This time, the Chinese AI industry is truly different. Recently, there has been a piece of news in the tech circle that, although seemingly ordinary, is incredibly exciting upon reflectionâDeepSeek has released version 3.1, introducing the UE8M0 FP8 precision format, specifically optimized for domestic AI chips. Following the announcement, A-share chip stocks surged across the … Read more
On the morning of August 26, Huawei’s Ascend concept stocks collectively staged a “dance party” âTuowei Information surged to a limit increase, while Runhe Software rose over8%, with Tianyuan Dike, Ruantong Power, and others following closely behind.This scene resembled a rush of elderly customers during a supermarket egg discount. The catalyst igniting this enthusiasm was … Read more