1. Market Landscape: Accelerated Domestic Substitution, Formation of a Duopoly “Under the U.S. chip blockade, the Chinese AI computing market is surprisingly divided by these two companies, capturing 35%!” In Q1 2025, the domestic AI chip substitution rate soared to 45%, with Huawei Ascend and Cambricon together holding 35% of the cloud market share, surpassing … Read more
“Without chips from Nvidia and other foreign companies, China’s artificial intelligence industry will directly lose its foundation.” A foreign media outlet once asserted. This incredibly arrogant conclusion has finally met its moment of reckoning. On April 18, according to the “Securities Times,” domestic AI chip design company Cambricon released a report. The report shows that … Read more
Revenue surged by 4230.22% year-on-year? After being “highly anticipated” for many years, domestic AI chip leader Cambricon has finally delivered an astonishing performance report. On the evening of April 18, Cambricon released its Q1 2025 financial report, with quarterly revenue reaching 1.111 billion yuan, a year-on-year increase of 4230.22%, and a net profit of 355 … Read more
【Hot Topics】1. Trump’s tariffs may extend to NAND Flash2. Micron restructures its business units based on market segmentation3. Cambricon: Significant revenue growth in Q1 2025, achieving profitability for two consecutive quarters4. South Korea’s exports to the U.S. drop 14.3% in the first 20 days of April5. ASML: Expects stronger-than-expected performance in the Chinese market, no … Read more