Waking up to the news, NVIDIA’s Thor chip has been delayed yet again! Originally scheduled for mass production in mid-2024, the Thor chip has now been significantly postponed to “expected to launch mid-next year, and only the entry-level version.” This has left many automakers, especially companies like Xiaopeng and Li Auto, who were counting on … Read more
The billionaire heiress of Wugang, Hunan, has been revealed: it is Yu Lili, a leader in the domestic chip industry. This talented woman from Wugang, with only a high school education, has written a story of success through her courage and vision. In 1988, the young Yu Lili became the manager of the Guangzhou Auto … Read more
1. Driving Logic Friends, does the term “domestic substitution” sound like a foreign language to you? Don’t worry, today we won’t use PPT; instead, we’ll use bargaining skills to clarify the current landscape of domestic chip forces that are worth watching! Let’s get straight to the point—5 major directions + core players, covering “track positioning … Read more
2025.09.18 Word count: 2867, estimated reading time: about 5 minutes Author | First Financial Miao Qi Cover image | AI generated In the face of the threat of a “weak peak season” in the fourth quarter of the European and American markets, the resilience of Chinese brands is highlighted. According to the latest foreign trade … Read more
On September 16, at the 2025 Tencent Global Digital Ecosystem Conference, in response to the industry’s concerns regarding computing power, Tencent Group Vice President and President of Tencent Cloud, Qiu Yuepeng, announced that Tencent has now fully adapted to mainstream domestic chips and is actively participating in and giving back to the open-source community. Meanwhile, … Read more
NVIDIA suddenly announced that the inventory of the H20 chip is sold out and production will cease! The hundred billion yuan orders from Chinese companies evaporated overnight, and netizens exploded: Are they trying to force us to be self-reliant? According to Observer Network on January 15, NVIDIA suddenly announced that it would stop production of … Read more
Recently, the A-share market has seen a rapid rotation of hotspots, shifting from a technology-driven focus in August to sector differentiation in early September. Many investors are asking: which directions should we focus on next? Today, let’s discuss several key opportunities in the current market based on the latest policies, industry dynamics, and market changes, … Read more
01 Introduction This article discusses the current level of FPGA development in China, the companies that are doing well, and the factors to consider for domestic FPGA alternatives. Some content and data are referenced from the internet and official websites. If there are inaccuracies, I hope to discuss and learn from experts. FPGA, The Universal … Read more
Compared to CPUs and GPUs, which have shipment volumes in the tens of billions and a market scale reaching hundreds of billions of dollars, FPGAs seem somewhat “niche”— their global market size is only about ten billion dollars. However, in the journey of domestic chip independence, this seemingly inconspicuous chip carries significant weight, often becoming … Read more
● NVIDIA’s “Revival” of H20: Jensen Huang Runs All Over, but the Market Remains Cold Brothers and sisters, did you know that NVIDIA recently put in a lot of effort to try to “revive” their “shrunken version” chip H20? Jensen Huang, the big boss, personally rushed to China, running around like a headless chicken, meeting … Read more