Five years ago, when the United States implemented its chip blockade policy against China, it likely did not foresee this outcome: In the autumn of 2025, a CEO of an American AI company candidly admitted in public that the initial blockade was a “serious misjudgment.” This statement sounds like an admission of defeat, but in … Read more
A new direction with explosive potential in the semiconductor industry has emerged, surpassing liquid cooling and PCBs. We may soon see the next star stocks like Shenghong and Xinyi Sheng, as tech giants Huawei and NVIDIA are fully betting on the emerging field of silicon carbide! In particular, a tech company that has broken the … Read more
Recently, the chip industry has been bustling with activity. On one side, NVIDIA’s market share in China has plummeted due to export restrictions, while on the other side, Huawei has proudly released its Kunpeng chip roadmap, leading to a significant rise in A-share semiconductor stocks. This series of changes has sparked curiosity about whether our … Read more
整理 | 华卫 Yesterday, AI chip startup Groq confirmed that it has completed a new round of financing amounting to $750 million, with a post-investment valuation of $6.9 billion (approximately 49 billion RMB). This round of financing was led by investment firm Disruptive, with participation from institutions such as BlackRock, Neuberger Berman, and Deutsche Telekom … Read more
Jiwei Network · Love Jiwei APP, available for download in major mainstream app stores On September 17, Huidian Co., Ltd. stated during a specific audience survey that the company plans to invest approximately 4.3 billion yuan in a new high-end printed circuit board expansion project to support AI chips, which is expected to commence construction … Read more
In response to global AI chip supply and policy changes, the self-sufficiency rate of domestic computing power chips has rapidly increased in recent years. Huawei has for the first time clearly disclosed the planning of the Ascend series AI chips, while Alibaba and Baidu are also accelerating the adoption of self-developed chips for training AI … Read more
[Market Analysis] The Federal Reserve lowered interest rates by 25 basis points as expected, but there were significant contradictions between its statement, economic forecasts, and Chairman Powell’s remarks, leading to sharp market fluctuations. The US stock market plummeted after the announcement, although it later rebounded, indicating that the market was “not satisfied” with the outcome. … Read more
Huawei announced its development roadmap for Ascend chips over the next three years, with the 950, 960, and 970 series set to launch, and for the first time, it disclosed its self-developed high-performance HBM memory technology, accelerating the process of AI computing power independence in China. “Huawei’s accumulation in connectivity technology, continuous investment to achieve … Read more
Strengthening the Logic of Domestic Chip Substitution! At today’s Huawei Connect Conference, the company directly released the future three-year plan for Ascend: In 2026-2028, products such as 950PR, 950DT, 960, and 970 will be launched. What does this mean? Huawei has compressed the replacement cycle of Ascend chips from the original 2-3 years to one … Read more
“ On September 16, according to Reuters, citing two informed sources, Nvidia’s latest AI chip RTX 6000D, tailored for the Chinese market, has seen a lukewarm market response since its launch, with major Chinese tech companies such as Alibaba, Tencent, and ByteDance currently choosing not to place orders. Nvidia’s spokesperson responded, stating: “The market competition … Read more