The current market situation is like an unreasonable girlfriend—skyrocketing. All you can do is hold on tight and trust that many of you have experienced this recently!With Cambrian reaching 1391 yuan, shaking the position of Moutai seems just around the corner, and the title of “King of Cold” is well-deserved. Zhongke Shuguang follows closely, setting … Read more
1. SMIC (Semiconductor Manufacturing International Corporation). It is currently the most advanced and largest wafer foundry in China, supporting domestic chip design needs. 2. Cambricon Technologies. A leader in domestic AI training and inference chips, competing with NVIDIA’s GPU computing platform. 3. Haiguang Information Technology. A leader in domestic X86 CPUs and DCUs, replacing NVIDIA’s … Read more
I am Lao Yu by the sea. When NVIDIA suddenly announced the suspension of H20 chip production, when American lawmakers openly clamored that “backdoors must be reserved in exported chips,” and when the Trump administration enforced a 15% “licensing tax”—we finally see clearly: the battlefield of chips has no luck, only a life-and-death game! If … Read more
Tencent Stands Firm! Rejects NVIDIA’s ‘Cut-Down’ Chip, Chinese Tech No Longer a Pushover! Hello everyone, I am Lao Chen. Yesterday I saw a piece of news that was quite satisfying – Tencent directly rejected NVIDIA’s ‘cut-down’ H20 chip! Upon seeing this news, I couldn’t help but applaud. 01. Remembering the Past Dilemma Do you remember … Read more
NVIDIA H20 Chip Security Controversy and Responses from Chinese Enterprises Introduction: The Outbreak and Impact of Chip Security Controversy In August 2025, a rare inventory crisis is unfolding in the Chinese chip market—approximately 600,000 NVIDIA H20 chips are piled up in warehouses, unopened and unattended. This chip, once regarded as the “cornerstone of computing power” … Read more
This is purely an analysis of the relevant industry, and no specific stocks are recommended. The following is an analysis of the core segments of the AI chip industry chain and related stocks based on the latest industry dynamics in 2025, covering subfields such as chip design, edge chips, edge storage, servers, and EDA: 1. … Read more
China’s ongoing industrial policies, including de-Americanization and large-scale state investment, are ensuring the dominance of the traditional chip market while gradually reducing dependence on American technology. Chinese companies still rely on American AI chips, but they are rapidly developing competitive alternatives that pose a challenge to the U.S. and NVIDIA. The long-term goal of China’s … Read more
In the summer of 2025, global chip giant NVIDIA found itself in an unprecedented trust crisis—its H20 computing chip, specifically supplied for the Chinese market, was reported to have serious security issues, leading to discussions with the National Internet Information Office. The fate of the H20 chip has been tumultuous: born in 2023 to circumvent … Read more
Comprehensive Overview of Domestic Computing Power Chip Core Tracks 1. AI Computing Power Chips GPU: is the preferred acceleration chip in AI servers, with major participants in the GPU market including overseas manufacturers such as NVIDIA, AMD, Intel, Qualcomm, and ARM. Domestic high-end AI chip manufacturers such as Cambricon, HW, Jingjia Micro, Haiguang Information, and … Read more
Overview On August 21, Chinese AI company DeepSeek quietly released its new large model DeepSeek-V3.1, which for the first time adopts a domestically developed precision standard called “UE8M0 FP8,” specifically tailored for the next generation of autonomous chips. This move not only marks the realization of “soft and hard synergy” in Chinese AI but also … Read more