Countdown to NVIDIA’s Supply Cut: The Rise of Domestic Chips and the 360 Billion AI Market’s Power Struggle

Countdown to NVIDIA's Supply Cut: The Rise of Domestic Chips and the 360 Billion AI Market's Power Struggle

Introduction: A “Shadow War” Changing the Global Tech Landscape In May 2025, in a laboratory at a tech park in Shenzhen, engineer Xiao Li is testing an AI server equipped with the Ascend 910B chip—this device achieves nearly the same inference performance as NVIDIA’s H20 chip at one-third of the cost. At the same time, … Read more

A Tale of Domestic Chips and Operating Systems

A Tale of Domestic Chips and Operating Systems

This article is adapted from the WeChat public account “Liang Ning – Idle Flowers Reflecting Water (ID:cafeday)”, author: Liang Ning. The ZTE incident has sparked a heated discussion online. Comments like “This time the chip was stuck by the US, we must develop it in a thousand years”, “Chinese chip veterans: the chip shortage is … Read more

2024 Domestic AI Chip Shipment Rankings: NVIDIA is Three Times Huawei, Baidu Ranks Third

2024 Domestic AI Chip Shipment Rankings: NVIDIA is Three Times Huawei, Baidu Ranks Third

Despite the ongoing restrictions by the United States on NVIDIA GPUs exported to China, the latest data released by IDC, a global third-party authority, shows that NVIDIA’s chip shipments remain the largest in 2024. According to this authoritative report, the gap among the top six is quite significant. The first place is NVIDIA with 1.9 … Read more

Breakthrough in China’s Semiconductor Chip Technology! Huawei’s New Budget Phone: 14nm Kirin Chip

Breakthrough in China's Semiconductor Chip Technology! Huawei's New Budget Phone: 14nm Kirin Chip

Breakthrough in China’s Semiconductor Chip Technology! Huawei’s New Budget Phone: 14nm Kirin Chip 1 Milestone for Domestic Chips Huawei Enjoy 80 officially debuts, equipped with the 14nm Kirin 710A processor! The launch of this budget phone is not just a smartphone release, but a **”key node for the self-controllable development of China’s semiconductor industry”**. The … Read more

The Path of Domestic CPUs You Must Know for Embedded Development

The Path of Domestic CPUs You Must Know for Embedded Development

The Path of Domestic CPUs You Must Know for Embedded Development 1 IntroductionIn May 2019, the Huawei ban on ARM marked the beginning of a heated discussion about domestic chips in China. Suddenly, people everywhere were talking about the necessity for China to have its own chips, and the internet was buzzing, digging up years … Read more

A Comprehensive Overview of Industrial Rugged Laptops and the Rise of Domestic Chips

A Comprehensive Overview of Industrial Rugged Laptops and the Rise of Domestic Chips

Click the blue textFollow me 1. The Battle of Chip Architectures The requirements for chips in industrial scenarios are extremely stringent: they must withstand extreme environments and handle complex data. Currently, mainstream chip architectures are divided into three major camps, each with its strengths: (1) ARM Architecture 1. Advantages ARM is known for its low … Read more

Chip Origin Determination Based on ‘Wafer Production Location’! Will US Chips Increase in Price? Opportunities for Domestic Substitution Are Here!

Chip Origin Determination Based on 'Wafer Production Location'! Will US Chips Increase in Price? Opportunities for Domestic Substitution Are Here!

A significant announcement has arrived: the origin of chips will now be determined based on the “wafer production location”!What does this mean? Simply put, wherever the wafers are produced, that is considered the origin.Previously, the determination of chip origin was somewhat “vague”; people mainly looked at product labels. Now, customs has made a bold move, … Read more

Unveiling the Surge: Domestic Chip Concept Stocks Experience Collective Explosion

Unveiling the Surge: Domestic Chip Concept Stocks Experience Collective Explosion

Data is a treasure Data treasure Investing with less worry On April 11, the A-share market closed with a total of 104 stocks hitting the daily limit, while 43 stocks failed to do so, resulting in an overall limit rate of 70.75%. Battlefield of Limit Up: Over 340,000 Buy Orders for Zhongyuan Home According to … Read more

The U.S. Pressures Chip Giants: 70% of Their Lifeline in the Hands of Tsinghua University? TSMC and Samsung Bow Down, Raimondo Looks Green!

The U.S. Pressures Chip Giants: 70% of Their Lifeline in the Hands of Tsinghua University? TSMC and Samsung Bow Down, Raimondo Looks Green!

Today, we must discuss this matter thoroughly! It’s not a new issue, but the nauseating feeling can be sensed through the screen! TSMC and Samsung have once again started to pledge loyalty to their “American daddy”!How do they show loyalty? By throwing money! A lot of money! TSMC is even more ruthless, increasing its investment … Read more

Significant Breakthroughs in Domestic Chips for High-Value Applications, Reducing Dependence on American Chips

Significant Breakthroughs in Domestic Chips for High-Value Applications, Reducing Dependence on American Chips

Market research firm IDC recently released data on the global server chip market for Q4 2024, indicating significant changes in the server chip market. The market share of American-dominated X86 server chips has drastically declined, suggesting that China’s self-developed server chips have made substantial inroads into the market. According to IDC, the global server chip … Read more