domestic GPUs

Semiconductor and Computing Power Sector: Investment Logic of ‘New Infrastructure’ Under Accelerated Domestic Substitution

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Semiconductor and Computing Power Sector: Investment Logic of 'New Infrastructure' Under Accelerated Domestic Substitution

1. Market Heat: Computing Power Sector Attracts 5.3 Billion in a Single Day, Cambricon Stock Price Returns to 1500 Yuan On September 16, the semiconductor and computing power sector continued its strong performance, with Cambricon and Haiguang Information rising by 18% and 12% respectively, and Chunzong Technology’s liquid cooling server concept achieving five trading limits … Read more

Look, Another Breakthrough in Domestic Graphics Cards! Loongson’s First GPGPU Development is Nearly Complete, with Tape-Out Expected in Q3

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Look, Another Breakthrough in Domestic Graphics Cards! Loongson's First GPGPU Development is Nearly Complete, with Tape-Out Expected in Q3

Loongson’s “chip family” is becoming increasingly complete. Loongson Technology announced on its interactive platform that the development of its first GPGPU chip, the 9A1000, is nearly complete, with tape-out expected in the third quarter! This means that a new “player” is about to enter the domestic GPU field. Starting with the positioning of this chip, … Read more

The Surge in Demand for Data Center GPUs, ASICs, CPUs, DPUs, and Network Chips Driven by AI

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The Surge in Demand for Data Center GPUs, ASICs, CPUs, DPUs, and Network Chips Driven by AI

The wave of generative AI is driving explosive demand for data center GPUs, application-specific integrated circuits (ASICs), CPUs, DPUs, and network chips, with the market expected to exceed $370 billion by 2030. 1. Driven by Generative AI, the data center processor market is expected to reach $372 billion by 2030 The data center processor market … 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