By / Dao Ge After being embroiled in a “backdoor” controversy and facing inquiries from the Cyberspace Administration of China, NVIDIA’s “special edition” H20 chip has new developments. Recently, the American tech media outlet “The Information” cited sources indicating that NVIDIA has quietly instructed its key suppliers—including ASE Technology, responsible for packaging, Samsung Electronics, which … Read more
(Source: Jimeng AI) Friends, today we continue discussing the topic of AI chips. According to “Observer Network,” on August 22, foreign media cited sources saying that NVIDIA has informed suppliers such as Anke Technology and Samsung to suspend production related to the H20. Previously, on July 31, to maintain the network and data security of … Read more
Tencent Stands Firm! Rejects NVIDIA’s ‘Cut-Down’ Chip, Chinese Tech No Longer a Pushover! Hello everyone, I am Lao Chen. Yesterday I saw a piece of news that was quite satisfying – Tencent directly rejected NVIDIA’s ‘cut-down’ H20 chip! Upon seeing this news, I couldn’t help but applaud. 01. Remembering the Past Dilemma Do you remember … Read more
In the summer of 2025, global chip giant NVIDIA found itself in an unprecedented trust crisis—its H20 computing chip, specifically supplied for the Chinese market, was reported to have serious security issues, leading to discussions with the National Internet Information Office. The fate of the H20 chip has been tumultuous: born in 2023 to circumvent … Read more
Recently, a major news story in the tech world is that Nvidia is set to acquire ARM, confirming months of rumors and causing a significant stir. In the field of computer processors, Intel, Nvidia, and ARM have traditionally coexisted, each managing their own business segments. Intel dominates the traditional CPU market; Nvidia’s GPUs are the … Read more
British semiconductor design giant Arm Holdings recently announced the successful recruitment of Amazon’s AI chip head, Rami Sinno, marking a significant step for the company from its traditional role of licensing chip architectures to independently developing complete chip systems. Sinno led the development of two AI-specific processors, “Trainium” and “Inferentia,” at Amazon, enhancing the company’s … Read more
As of the market close, the Sci-Tech Innovation 50 Index rose by 8.59%, reaching a new high not seen in nearly three and a half years. Industry leaders such as Cambricon and Haiguang Information saw their stocks hit the daily limit of 20%, leading to a frenzy across the entire semiconductor industry, with a net … Read more
Founder of Shenghong Technology, Chen TaoAuthor | Qiu XinhaoSource | Qiu Chujian In the era of rapid advancement in AI computing power, a company in Huizhou is rising at an astonishing speed. Shenghong Technology, a previously obscure circuit board manufacturer, has achieved a leap in market value due to its deep ties with NVIDIA—from early … Read more
On August 14, news broke that U.S. media reported the installation of trackers in chip shipments, which has drawn global attention. The operations behind this have now been revealed. According to an exclusive report by Reuters, the U.S. secretly installed trackers in artificial intelligence-related chips to monitor “the situation of chips being transported to China.” … Read more
Recently, two insiders revealed that the U.S. government secretly installed trackers in AI chips exported to ensure these chips do not end up in sanctioned regions. Reuters published this significant news on August 13. Ban on H20 Chip Creates Opportunities for Domestic Alternatives According to reports, the Chinese government has requested domestic companies, especially those … Read more