Sources: DeepSeek plans to release its multimodal model V4 next week and worked with Huawei and Chinese AI chipmaker Cambricon to optimize V4 for their products
Filing: Chinese AI chip designer Cambricon reports a $316M net profit in 2025, its first profitable year; rivals Moore Threads and MetaX narrowed their losses
Domestic A-share companies in the sector are forecast to achieve substantial growth in their 2025 results, according to Donghai Securities
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 is set to limit access to Nvidia's H200 chips despite President Trump allowing their export to China, in its push for chip self-sufficiency
but will Beijing want them? Taylor Herzlich / New York Post : China to restrict access to Nvidia's advanced H200 chips — as Trump looks to lift export curbs: report Maximilian Schreiner / The Decoder ...
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
Chinese chipmaker Cambricon's revenue surged 500%+ over the past year and its stock is up 765%+ over two years, as China pushes domestic chips amid US sanctions
Bloomberg :
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 :