1. Core of Cooperation: Four-Year Binding Agreement on Equity and Procurement On October 6, 2025, OpenAI and AMD officially disclosed their strategic cooperation, which includes two main dimensions. In terms of computing power deployment, OpenAI will implement a total of 6 gigawatts of AMD Instinct GPU computing power over the next four years, with the … Read more
The logic of the AI chip industry is driven by two core forces: the explosive demand for computing power and the push for domestic substitution. It relies on the synergy of the “design – manufacturing – packaging” industrial chain, achieving technological breakthroughs and commercialization under the dual drivers of policy and market. The demand side … Read more
Introduction: A Billion-Dollar Chess Game Author: Zhang Guangliu If the competition for AI chips can be likened to a high-stakes poker game, then AMD’s collaboration with OpenAI in October 2025 undoubtedly marks AMD’s “All-in” moment. This partnership, expected to be worth between $70 billion and $100 billion, not only gives AMD the leverage to challenge … Read more
Ranked by the market value of fund holdings, data sourced from Tonghuashun. 1. Cambricon: A leader in AI chip design, focusing on intelligent processors for cloud and edge computing. The Siyuan series chips support image recognition and natural language processing, providing core support for AI computing power. A total of 1,308 funds hold shares. 2. … Read more
China’s computing chip sector is quietly undergoing transformation. At the 2025 Huawei All-Connected Conference, Huawei released several heavyweight chip products, including the Ascend 950 series, 960, and 970 AI chips, and announced the product roadmap for Ascend AI chips over the next three years. Among them, the 950 series features two different suffixes—PR (Prefill & … Read more
Digital Bear Talks Tech: Groq Secures $750 Million in Funding! What Makes This 14nm Chip Dare to Challenge NVIDIA?Friends, today Digital Bear wants to share some hardcore tech news with you! The AI chip industry has been buzzing these past few days—Groq has just announced the completion of a new funding round of $750 million, … Read more
On September 18, at the Huawei Connect Conference, rotating chairman Xu Zhijun made a significant declaration: relying on the Ascend chip supernode technology and the collaboration of the entire industry chain, domestic AI chips will achieve large-scale commercialization within two years, marking a critical stage in China’s computing power breakthrough. In the face of process … Read more
In today’s rapidly advancing technological era, semiconductors have become the core force driving transformation and progress across various industries. From the smartphones and computers we use daily to industrial automation equipment, automotive electronics, and cutting-edge aerospace and artificial intelligence applications, semiconductors are ubiquitous. Supporting all of this is a vast and complex semiconductor industry chain. … Read more
Click “Follow” for free updates Comments containing profanity will not be selected; please leave civilized comments. 1. Overview of High-End SoC Test Equipment 1.1 Definition and Functionality of High-End SoC Test Equipment High-end SoC test equipment is a high-precision, highly complex device used for testing system-on-chip (SoC) components, which is a crucial back-end testing device … Read more
[Image] The roadmap for Huawei’s Ascend AI chips sparked heated discussions at the 2025 Huawei Connect Conference. From Ascend 910 to 950, 960, and then to 970, Huawei has iterated annually, increasing the single-chip computing power from 300 TFLOPS (FP16) to over 1 PFLOPS, doubling the HBM bandwidth, with the goal aimed at training trillion-parameter … Read more