Sources: Alibaba has delivered more than 100K units of the Zhenwu 810E, an ASIC for AI training and inference, surpassing those of its domestic rival Cambricon
The milestone underscores Alibaba's growing footprint in AI hardware, as Chinese firms accelerate efforts to build home-grown processors
Newly listed Chinese AI chipmakers Moore Threads, Biren, and MetaX had strong stock market debuts, but none has sales worth more than a tenth of rival Cambricon
The three newly listed makers of semiconductors are lossmaking, and none has sales worth more than a tenth of their bigger rivalForums:r/technewsForums:r/technews:China's AI chip dragons' firepower is...
Sources: Beijing-based Cambricon plans to more than triple its AI chip production to 500K units in 2026, including 300K of its advanced Siyuan 590 and 690 chips
seeks to rival Huawei, but production remains a concern Grace Priscilla Teo / Tech in Asia : Cambricon targets triple chip output to rival Nvidia in China
A deep dive into Huawei's Ascend AI chip production, SMIC, TSMC, US export controls, HBM bottlenecks, China's HBM issues, Huawei's data center chips, and more
H20 Shipments, Blackwell B30A, Bottlenecks to Chinese Chip Production, Export Controls, CXMT, SMIC, Cambricon
A profile of Chinese AI chip designer Cambricon, whose share price has doubled since the start of August, supported by Beijing's aims for tech self-sufficiency
The young chipmaker has software advantages over much larger rival Huawei as it aids Beijing's race for tech self-sufficiency
Chinese AI chip designer Cambricon reports H1 2025 revenue up 44x YoY to $405.2M and a ~$144M profit, after Beijing encouraged companies to use homegrown tech
Rachel Yeo / Bloomberg :
China's Shanghai index hit a decade high on August 22, driven by gains in local chipmakers Cambricon and Hygon, after Nvidia reportedly halts H20 production
Bloomberg :
Chinese AI chip designer Cambricon's stock jumped 383% in 2024, giving the company a $37B market cap, driven by the localization of AI chips in the country
Bloomberg :