AI Chips

In-Depth Analysis of Storage Chips, Optical Chips, Computing Power Chips, SOC Chips, and Analog Chips (Including Core Chip Concept Stocks)

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In-Depth Analysis of Storage Chips, Optical Chips, Computing Power Chips, SOC Chips, and Analog Chips (Including Core Chip Concept Stocks)

The global semiconductor market is expected to reach $697.1 billion by 2025, with demand for AI-related chips becoming a core growth driver. The Chinese market accounts for nearly $30 billion, presenting structural opportunities in fields such as computing power chips and storage chips. The industry is showing polarization: demand for data centers and AI chips … Read more

Three Major AI Computing Power Chips: A Comprehensive Overview of GPU, FPGA, and ASIC Industries and Manufacturers!

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Three Major AI Computing Power Chips: A Comprehensive Overview of GPU, FPGA, and ASIC Industries and Manufacturers!

The Return of the Chip Kings! The National Big Fund Phase III has injected 164 billion yuan into the semiconductor industry,combined with the explosive demand for AI computing power, the industry’s prosperity continues to rise. GPU chips, with the intensification of U.S. chip sanctions, domestic breakthroughs are imminent, at the same time, IDC predicts that … Read more

What is an NPU? What Types of AI Chips Are There?

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What is an NPU? What Types of AI Chips Are There?

The concept of artificial intelligence was born at the Dartmouth Conference in 1956. At this conference, McCarthy formally proposed the concept of artificial intelligence. After more than half a century of development, artificial intelligence has now been applied in fields such as robotics, speech recognition, image recognition, natural language processing, and expert systems. Of course, … Read more

Arm Successfully Recruits Amazon AI Chip Leader, Will Nvidia’s Dominance Be Challenged?

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Arm Successfully Recruits Amazon AI Chip Leader, Will Nvidia's Dominance Be Challenged?

British semiconductor design giant Arm Holdings recently announced the successful recruitment of Amazon’s AI chip head, Rami Sinno, marking a significant step for the company from its traditional role of licensing chip architectures to independently developing complete chip systems. Sinno led the development of two AI-specific processors, “Trainium” and “Inferentia,” at Amazon, enhancing the company’s … Read more

AI Chips: Mid-Year Performance Forecast

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AI Chips: Mid-Year Performance Forecast

Here are the latest developments in the AI chip sector as of August 2025, covering technological breakthroughs, policy support, international competition, and market trends, combined with authoritative industry information and in-depth analysis of data: 1. International Giants Accelerate Their Layout in the Chinese Market NVIDIA is developing two new AI chips for the Chinese market: … Read more

Domestic AI Chip Duel: Cambricon’s Market Value Surpasses Haiguang, Who Will Dominate the Future?

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Domestic AI Chip Duel: Cambricon's Market Value Surpasses Haiguang, Who Will Dominate the Future?

01 Cambricon: The Leading AI Chipmaker in High Demand As the leading domestic AI chip manufacturer, Cambricon has recently shown remarkable performance. On August 22, Cambricon’s closing price reached 1243.2 yuan, with a single-day increase of 20%, and a rolling price-to-earnings ratio as high as 4006.77 times. The company’s Q1 2025 results showed explosive growth, … Read more

Key Developments and Representative Companies in Domestic Chip Industry

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Key Developments and Representative Companies in Domestic Chip Industry

Key developments in the domestic chip industry and representative companies in major fields: Field Key Developments Representative Companies/Technologies Level/Status Advanced Manufacturing Processes 14nmmass production,7nmbreakthrough SMIC Leading in mainland China e-Flash technology mass production below28nm Lingkai Semiconductor Internationally competitive, filling domestic gaps AIChips FP8precision solutions, computing power optimization, ecosystem building Huawei Ascend910B, Moore ThreadsMUSA, Cambricon Ascend910B … Read more

DeepSeek’s Statement Sparks Surge in Domestic Chip Stocks

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DeepSeek's Statement Sparks Surge in Domestic Chip Stocks

During the release of the DeepSeek-V3.1 model, the official statement from DeepSeek mentioned that the UE8M0 FP8 precision format is “designed for the upcoming next-generation domestic chips.” This statement was interpreted by the market as a significant breakthrough in the underlying technology of domestic AI chips, leading to an optimistic sentiment in the capital market … Read more

AI Frontiers | Apple’s AI Robot Strategy and US Tracking of AI Chips

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AI Frontiers | Apple's AI Robot Strategy and US Tracking of AI Chips

Click the blue text to follow us Today’s AI Briefing 🚀 Insights into the forefront of AI, grasping the pulse of technology. Today’s AI briefing aggregates global highlights for you.✨ Breaking News 🚨 🍎 Apple secretly plans AI home robots and major Siri upgrades According to recent reports, Apple is actively advancing its AI strategy, … Read more

First Disclosure! The U.S. Stealthily Installed Trackers in AI Chip Shipments: Nvidia, AMD, and Others Remain Silent

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First Disclosure! The U.S. Stealthily Installed Trackers in AI Chip Shipments: Nvidia, AMD, and Others Remain Silent

On August 14, news broke that U.S. media reported the installation of trackers in chip shipments, which has drawn global attention. The operations behind this have now been revealed. According to an exclusive report by Reuters, the U.S. secretly installed trackers in artificial intelligence-related chips to monitor “the situation of chips being transported to China.” … Read more