AI computing power

In-Depth Analysis of NPU Industry More Suitable for AI: From Technological Breakthroughs to Ecological Reconstruction

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In-Depth Analysis of NPU Industry More Suitable for AI: From Technological Breakthroughs to Ecological Reconstruction

Introduction: In the era of edge-cloud collaboration, how does NPU rewrite the computing power landscape? The explosive growth of artificial intelligence is reshaping the semiconductor industry, with computing power demand rapidly penetrating from the cloud to the edge. According to IDC’s forecast, by 2028, global shipments of GenAI smartphones equipped with NPUs will reach 910 … Read more

Accelerating Domestic AI Computing Power! Opportunities Across the Entire Industry Chain from Chips to Servers

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Accelerating Domestic AI Computing Power! Opportunities Across the Entire Industry Chain from Chips to Servers

The conference emphasized the strategic position of AI, highlighting the urgent need for domestic computing power alternatives. Giants like ByteDance and Alibaba are increasing their investments in computing power, with a projected year-on-year growth of 22%-28% in computing power investments by 2025 for mobile, telecom, and Unicom sectors. Domestic GPUs such as Huawei Ascend and … Read more

Hongxin Electronics: The Comeback Path of a Flexible Circuit Board Leader? Investment Logic for Retail Investors!

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Hongxin Electronics: The Comeback Path of a Flexible Circuit Board Leader? Investment Logic for Retail Investors!

1. From “Wolf Culture” to “Family Culture”: The Genetic Code of This Company I was staring at the annual report of Hongxin Electronics on my computer screen when a description caught my attention — “Sales Director Xu Xiaolan, who has been with the company for 19 years, choked up at the 20th anniversary celebration, saying … Read more

The Revolution of Edge AI Computing Power: NPU Ignites a Trillion-Dollar Market and the Rise of Domestic Brands

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The Revolution of Edge AI Computing Power: NPU Ignites a Trillion-Dollar Market and the Rise of Domestic Brands

Introduction The explosive growth of artificial intelligence is profoundly reshaping the semiconductor industry landscape, and the wave of democratization of edge AI has created an urgent demand for dedicated computing architectures. As an accelerator specifically optimized for neural networks, the NPU is becoming the core computing power for terminals such as smartphones, AI PCs, and … Read more

What Level is the Ascend 910 NPU and How Does it Perform in the DeepSeek Integrated Machine?

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What Level is the Ascend 910 NPU and How Does it Perform in the DeepSeek Integrated Machine?

The Ascend DeepSeek integrated machine is an AI solution based on self-developed Ascend AI chips (such as Ascend 910B and 910C) deeply integrated with the DeepSeek large model, aimed at providing a high-performance, low-cost, domestically produced AI computing power platform. This article provides a detailed analysis from various dimensions including the technology, products, architecture, specifications, … Read more

How to Choose an AI Development Board?

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How to Choose an AI Development Board?

Recently, I have noticed that there are more and more AI development boards available. It can even be said that if future development boards do not have AI capabilities, one might reconsider whether to purchase them; it’s that exaggerated.The development of AI has also been quite rapid. Previously, I thought of it as a form … Read more

AI and Robotics: An Overview of the Most Promising Areas in Sino-American Technological Competition

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AI and Robotics: An Overview of the Most Promising Areas in Sino-American Technological Competition

Since April, the global market has been tumultuous and full of uncertainties. At the beginning of the month, the United States proposed so-called “reciprocal tariffs,” casting a shadow over international trade order; shortly thereafter, the U.S. Department of Commerce brazenly prohibited NVIDIA from selling H20 chips to China, attempting to hinder our country’s progress in … Read more

Eastcom Technology’s Type 1 Virtualization: Breaking the Dilemma of “Safety” and “Computing Power” for AI Robots and Smart Cars

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Eastcom Technology's Type 1 Virtualization: Breaking the Dilemma of "Safety" and "Computing Power" for AI Robots and Smart Cars

The Core Contradiction of the Intelligent Era – How to Achieve Safety and Efficiency?By 2025, the global smart car market is expected to exceed $300 billion, and the AI robot industry will surpass $150 billion.However, amidst the rush in these two trillion-dollar tracks, an overlooked underlying bottleneck is quietly emerging:‌How to simultaneously meet the “absolute … Read more

Breaking News! Another Chip Faces Supply Suspension Alongside H20!

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Breaking News! Another Chip Faces Supply Suspension Alongside H20!

Following the U.S. Department of Commerce’s ban on the export of AMD’s MI308 and NVIDIA’s H20 to China, there are new reports in the market indicating that NVIDIA’s “China-specific flagship graphics card” RTX 5090D will also be suspended from supply. The Chinese user experience sharing and communication community “Chiphell” reported that NVIDIA has not formally … Read more

New Customs Regulations Ignite Semiconductor Market! ‘The Place of Wafer Production is the Place of Origin’ Implementation: How Can Chipone Microelectronics and SMIC Capitalize on Policy Benefits?

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New Customs Regulations Ignite Semiconductor Market! 'The Place of Wafer Production is the Place of Origin' Implementation: How Can Chipone Microelectronics and SMIC Capitalize on Policy Benefits?

On April 17, 2025, the semiconductor industry chain experienced a strong surge.Chipone Microelectronics saw a rise of over 7% in early trading, with stocks like Xiaocheng Technology and Fuman Microelectronics also following suit, leading to an overall increase of 2.93% in the sector, with a net inflow of 326 million yuan from major funds.This unusual … Read more