Arm has recently disclosed its product brand restructuring strategy, planning to provide self-developed chips to customers, while also mentioning its reliance on the Chinese market and the competitive risks posed by RISC-V.ARM has suddenly announced the abandonment of the Cortex brand, which it has used for twenty years. This once-arrogant British chip giant may indeed … Read more
In the past, domestic companies were followers in the field of cutting-edge technology, often waiting for trends to emerge from the United States before gaining traction. However, this long-standing convention is now being rewritten. One example is the smartphone sector, where OPPO and vivo have introduced designs featuring hidden cameras, finding new technological solutions beyond … Read more
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
This article is from the WeChat public account:Note Master, author: Lao Jia, original title: “China and the U.S. are Competing for this Trillion Dollar Market!”, cover image from: Visual China Note Master says: Yesterday, U.S. President Trump personally confirmed that the tariff rate on Chinese imports will not remain at the current level (145%), “it … Read more
If you are a new friend, please click the blue text above Follow “High-Tech Enthusiasts,” we guarantee you won’t be disappointed. A major news event has erupted in the tech circle—Huawei’s upcoming Ascend 910D chip is reported to directly challenge NVIDIA’s “AI chip ceiling” H100. Upon hearing this news, even NVIDIA CEO Jensen Huang couldn’t … Read more
Revenue surged by 4230.22% year-on-year? After being “highly anticipated” for many years, domestic AI chip leader Cambricon has finally delivered an astonishing performance report. On the evening of April 18, Cambricon released its Q1 2025 financial report, with quarterly revenue reaching 1.111 billion yuan, a year-on-year increase of 4230.22%, and a net profit of 355 … Read more
Since April, the global market has been tumultuous and full of uncertainties. At the beginning of the month, the United States proposed so-called “reciprocal tariffs,” casting a shadow over international trade order; shortly thereafter, the U.S. Department of Commerce brazenly prohibited NVIDIA from selling H20 chips to China, attempting to hinder our country’s progress in … Read more
The U.S. Is Not Betting on China’s Inability to Produce Chips: Both Sides Know They Will Compete in High Technology and Global Markets In this world, competition in the technology sector has always been marked by “stalemates.” Especially in the semiconductor industry, it is like two dragons circling in space, occasionally releasing flashes of lightning. … Read more