Recently, domestic tech giants have invested 2 billion to procure NVIDIA’s H20 computing power, accelerating the large-scale implementation of AI applications. The policy has classified computing power as a new type of productive force, with the State Council aiming for a computing power scale exceeding 300 EFLOPS by 2025. Shenzhen is promoting “training vouchers” to … Read more
On April 27, Chery’s Moja Robot completed the world’s first batch delivery of 220 units, marking the official transition of humanoid robots from the laboratory to commercialization. A recent report from Bank of America predicts that global sales of humanoid robots will reach 18,000 units by 2025, significantly higher than previous forecasts. In the long … Read more
Acceleration of Domestic AI Chip Localization: Technological Breakthroughs and Investment Opportunities Content Overview With the investment boom triggered by Huawei’s Ascend chips in the A-share market, the domestic AI chip industry has entered a phase of accelerated development. This article provides an in-depth analysis of the technological breakthroughs and market landscape of domestic AI chips, … Read more
The changing global trade landscape is injecting unprecedented vitality into China’s semiconductor industry, and a massive wave of domestic substitution is about to take off! It is expected that eight leading companies in the industry will stand out in this round of transformation and are likely to lead a strong upward trend lasting three years. … Read more
Recently, the trade friction between China and the United States has intensified, prompting the Chinese government to respond swiftly with a series of countermeasures. The China Semiconductor Industry Association issued an important notice on April 11, requiring all imported chips to clearly label their country of origin to complete customs procedures. This move not only … Read more
A good company ≠ good prices; discovering a good company ≠ encountering a good opportunity! Domestic high-end chips are about to experience explosive growth! It is well known that high-end chips and related materials and equipment have been banned from sale, viewed as a lethal weapon by both parties in the U.S. to curb China’s … Read more
In April 2025, China implemented a policy imposing tariffs of up to 125% on US chips, directly targeting the Achilles’ heel of the American chip industry—manufacturing hollowing out. This move not only puts American companies in a dilemma but also unexpectedly exposes the fatal flaw in Trump’s “chip repatriation” strategy. Wafer Fabrication Target: The “Identity … Read more
The latest semiconductor policy in China, “Place of Wafer Fabrication Equals Place of Origin,” directly changes the rules for determining the “nationality” of chips. Previously, the “nationality” of a chip could be influenced by its packaging location or the location of the design company; now it only considers the country where it is manufactured in … Read more
Winds are rising, and the road ahead is long. Written by | Ru Qing, Xiao FenImage Source | IC photo History is often surprisingly similar. In the 1980s, during the peak of the Japanese semiconductor industry, it first surpassed the United States in market share, becoming the world’s largest semiconductor producer, which led to restrictions … Read more
When the U.S. Department of Commerce announced an indefinite export ban on Nvidia’s H20 chip, was the Chinese AI chip industry ready to take over?Huawei’s Ascend 910C inference performance is already close to 60% of the NVIDIA H100, a figure that reflects not only breakthroughs in technological catch-up but also an industrial restructuring driven by … Read more