| Date | Title | Description |
| 04.04.2026 | DeepSeek V4 to run on Huawei silicon as China builds its own AI stack | China’s DeepSeek’s new model, called V4, will run on the latest chips designed by Huawei Technologies, The Information reported on Friday (paywall).
In preparation for V4’s launch, Chinese tech giants, including Alibaba Group, ByteDance and... |
| 03.03.2026 | DeepSeek V4 ожидается до конца недели. По слухам, модель будет полностью мультимодальной | DeepSeek планирует выпустить флагманскую модель V4 на этой неделе — это будет первый крупный релиз компании с января 2025 года, сообщает TechNode со ссылкой на источники, знакомые с ситуацией. По данным Financial Times, V4 станет мультимода... |
| 02.03.2026 | DeepSeek plans V4 multimodal model release this week, sources say | DeepSeek plans to release its V4 large language model this week, marking its first major launch since January 2025, according to people familiar with the matter. The Hangzhou-based lab is expected to unveil V4 as a multimodal model capable ... |
| 03.02.2026 | Alibaba отгрузила 100 тыс. ИИ-чипов Zhenwu 810E | Китайский технологический гигант Alibaba Group Holding успешно отгрузил более 100 000 высокопроизводительных процессоров Zhenwu 810E, предназначенных для работы с искусственным интеллектом. Разработка чипа велась подразделением T-Head, а ег... |
| 28.01.2026 | TechCheck Takes
China’s next DeepSeek moment could come from a group of AI chipmaking ‘dragons’ | The next moment of AI reckoning out of China could be the evolution of its home-grown Nvidia rivals.
In the past few months, four Chinese chip startups have gone public or filed to: Moore Threads, MetaX, Biren, and Enflame.
Experts say chip... |
| 20.01.2026 | China's AI chip firms lead 2025 top 50 ranking: report | BEIJING - A report ranking the top 50 Chinese AI companies has shown that enterprises specializing in AI chips emerged as the most notable performers in 2025, taking seven of the top ten spots.
All three companies at the top of the list - C... |
| 20.01.2026 | China AI chipmaker Cambricon tops Hurun 2025 AI ranking with $88 billion valuation | Chinese AI chipmaker Cambricon has emerged as the most valuable AI company in China, according to a new ranking released by the Hurun Research Institute, with its valuation surging to 630 billion yuan ($88 billion). Hurun’s 2025 China Top 5... |
| 02.01.2026 | Baidu’s semiconductor unit Kunlunxin files for Hong Kong listing amid AI chip boom in China | Baidu is seeking a Hong Kong IPO for its AI chip unit, Kunlunxin, as China accelerates self-reliance efforts.
Kunlunxin is shifting from being an internal supplier to Baidu to a major third-party chip seller.
U.S. chip curbs push Chinese fi... |
| 26.12.2025 | China Starts State-Backed Venture Funds to Support Tech Startups | - |
| 18.12.2025 | MetaX and Moore Threads’ IPOs underscore Chinese chipmakers’ growing challenge to Nvidia | Chinese investors are channelling money into local AI chip developers, as the country pushes to build homegrown alternatives to Nvidia’s most advanced processors.
While the U.S. has relaxed some export curbs to China, it’s still barred from... |
| 15.12.2025 | Trump Approves Nvidia AI Chip Sales to China with 25% Tax | Donald Trump authorized Nvidia to sell H200 AI chips to China. A key condition: 25% of each sale goes to the US government. This reverses Biden-era restrictions. The move fuels debate over national security versus economic interests. China’... |
| 10.12.2025 | US Allows Nvidia to Sell H200 AI Chips to China for a 25% Cut of Sales | (Yicai) Dec. 10 -- The United States has granted conditional approval to Nvidia to sell its H200 chips, one of its most advanced products for training and running artificial intelligence, to China, but on the condition that 25 percent of ea... |
| 09.12.2025 | Trump’s pivot on Nvidia chips gives China a leg up over the U.S. in AI race, analysts say | U.S. President Donald Trump announced Nvidia will be able to sell a more advanced H200 chip to China.
Several analysts were quick to point out this move would help boost China’s AI capabilities.
Beijing has emphasized it aims to bolster hom... |
| 01.12.2025 | DeepSeek just dropped two insanely powerful AI models that rival GPT-5 and they're totally free | Chinese artificial intelligence startup DeepSeek released two powerful new AI models on Sunday that the company claims match or exceed the capabilities of OpenAI's GPT-5 and Google's Gemini-3.0-Pro — a development that could reshape the com... |
| 07.11.2025 | China’s DeepSeek warns of social upheaval from AI | DeepSeek senior researcher Chen Deli
Chinese AI developer DeepSeek made its first public appearance in almost a year after it became a global sensation, fielding a senior researcher who told a government-organised internet conference that h... |
| 22.10.2025 | Cambricon raises $560m in fresh capital to develop AI chips | - |
| 21.10.2025 | Commentary: China ban on Nvidia chips is not just about a trade spat | Listen
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LAUSANNE, Switzerland: China has put its near-term progress in the global AI race with the United States on the line. By banning its largest tech compa... |
| 30.09.2025 | China’s DeepSeek launches next-gen AI model. Here’s what makes it different | DeepSeek announced on Monday the release of an experimental version of its current model DeepSeek-V3.1-Terminus.
Despite speculation of a bubble forming, AI remains at the centre of geopolitical competition with the U.S. and China vying for... |
| 29.09.2025 | China’s stock market has been on a roll — is it a boom or a bubble? | China’s stock market is enjoying a powerful rally amid optimism over artificial intelligence, chip progress, and Beijing’s campaign to rein in price wars.
The mainland CSI 300 index is near its highest level in more than three years.
China’... |
| 17.09.2025 | Exclusive: Nvidia boss tells China ‘We won’t operate where we’re not wanted’ | Nvidia chief executive Jensen Huang said he was “disappointed” with China’s internet regulator banning the country’s largest tech firms from buying Nvidia’s AI chips.
The quasi-celebrity, leather jacket-wearing billionaire told City AM: “We... |
| 05.09.2025 | Record $322 billion in China loans for stock bets feeds volatility and prompts caution | Record $322 billion in China loans for stock bets feeds volatility and prompts caution
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| 05.09.2025 | Chinese AI Chipmaker Cambricon Gains After Sell-Off That Followed Index Reweighting Plans | (Yicai) Sept. 5 -- Shares of Star Market-listed Cambricon Technologies, the Chinese artificial intelligence chipmaker which doubled in value last month, rebounded after tumbling in the wake of the market’s stock index provider announcing pl... |
| 31.08.2025 | Op-ed: What Nvidia wouldn’t say about China chip sales reveals everything you need to know | To learn more about the CNBC CFO Council, visit cnbccouncils.com/cfo
Nvidia’s latest earnings numbers showed the continued strength of its chip sales, but one omission stood out — no revenue from its China-specific H20 chip.
That absence sp... |
| 29.08.2025 | Commentary: China gets closer to finding its own Nvidia | HONG KONG: A new China-buys-China narrative is taking shape as Beijing steps up its tech rivalry with the United States. The world’s second-largest economy not only wants to build generative AI models, but power them with its own hardware, ... |
| 28.08.2025 | Nvidia Awaits Rules on US Plan to Take 15% of China Sales | Image: Sundry Photography/Adobe Stock
The US government has reached a deal to collect a 15% commission on Nvidia chip sales to China, but the details of how this will be implemented remain unclear. The tech giant, the first public company w... |
| 27.08.2025 | Cambricon posts $403 million revenue in first half of 2025, up 4,348% y-o-y | On Tuesday, Chinese chip firm Cambricon Technologies reported revenue of RMB 2.88 billion ($403 million) for the first half of 2025 in its semiannual report, marking a year-on-year surge of 4,347.8%. Net profit attributable to shareholders ... |
| 27.08.2025 | China Nvidia rival Cambricon adds to $40 billion rally with 4,000% revenue jump | Chinese semiconductor firm Cambricon posted a more than 4,000% surge in revenue and swung to profit in the first half of the year.
The numbers underscore how local challengers to Nvidia are gaining traction as Beijing looks to push its dome... |
| 25.08.2025 | China scales up network to fuel growth of AI | China is accelerating the construction of an integrated national computing power platform, aiming to enhance the quality and efficiency of computational resources and strengthen the country's capabilities in core technologies such as AI chi... |
| 25.08.2025 | Nvidia’s H20 pause sparks rally in China’s GPU stocks | On August 22, China’s domestically focused computing sector surged on public markets.
The Wind GPU Index rose 9.87%, led by Cambricon, whose shares jumped nearly 20% to a record high, pushing its market capitalization past RMB 500 billion (... |
| 22.08.2025 | Asian markets split as investors eye key speech by Fed chief | HONG KONG: Asian markets diverged on Friday (Aug 22) ahead of a pivotal speech by the United States central bank chief, expected to shed light on possible interest rate cuts in the world's top economy.
Recent days have seen cautious trading... |
| 13.08.2025 | Seamless application of computing power | Infinigence AI, a rising star in China's AI infrastructure landscape, is revolutionizing access to computational resources under the leadership of its 32-year-old co-founder and CEO, Xia Lixue.
Founded just over two years ago in May 2023, t... |
| 12.08.2025 | Demand for Nvidia’s H20 chip lackluster | Guests attending the 2025 World Artificial Intelligence Conference show avid interest in the artificial intelligence chips produced by MetaX, a Shanghai-based chip company, on July 29 at the event in Shanghai. SHI HUA / FOR CHINA DAILY
Nvid... |
| 04.08.2025 | China Recap | AI ambitions scale new heights | China Recap is a weekly roundup tracking Chinese companies expanding abroad, covering market entries, funding rounds, product launches, and global partnerships.
China’s corporate globalization strategy is evolving fast. Industry giants are ... |
| 04.08.2025 | Nvidia’s set to regain some China access. But it still faces eroding AI chip market share | Despite Nvidia receiving assurances it can resume sales of H20 chips to China, Bernstein predicts that the company’s market share in the country will fall to 54% in 2025, from 66% the year before.
Since the H20s were blocked from the market... |
| 01.08.2025 | China questiona Nvidia por possível backdoor em chip de IA | Órgão chinês realizou reunião com representantes da Nvidia para tratar de “problemas de segurança” (imagem: Vitor Pádua/Tecnoblog)
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China questiona a Nvidia sobre poss... |
| 30.07.2025 | Chinese AI chipmakers join forces with StepFun to counter Nvidia’s return to China | In a rare show of unity, several Chinese AI chipmakers have formed an alliance with domestic AI model startup StepFun to push back against Nvidia’s renewed presence in China. StepFun, one of China’s top six large language model startups, la... |
| 02.07.2025 | Navigating New Frontiers: The Rise of Petal Maps and Chinese Chip Startups | In the fast-paced world of technology, partnerships and innovations shape the landscape. Two recent developments highlight this trend: the collaboration between Petal Maps and GrabMaps, and the ambitious IPO plans of two Chinese chip startu... |
| 01.07.2025 | Two Chinese chip firms plan US$1.7 billion IPOs, bet US export curbs to spur growth | BEIJING: Two Chinese artificial intelligence chip startups are seeking to raise a combined 12 billion yuan (US$1.65 billion) in initial public offerings, hoping US curbs on advanced chip sales to China will boost local demand for their prod... |
| 16.05.2025 | The AI Chip Race: A New Era of Independence Amid Geopolitical Strains | The world of artificial intelligence is in a state of flux. The race for AI chip supremacy is heating up, driven by geopolitical tensions and a quest for independence. Major players in the U.S. and China are redefining the landscape of AI h... |
| 15.05.2025 | Geopolitical Tensions Fuel a Wave of AI Chip Independence as US and Chinese CSPs Race to Develop In-House ASICs, Redefining the Market Landscape, Says TrendForce | TAIPEI, May 15, 2025 /PRNewswire/ --TrendForce's latest research reveals that the surge in demand for AI servers is accelerating the pace at which major US CSPs are developing in-house ASICs, with new iterations being released every one to ... |
| 24.04.2025 | Cambricon swings to profit as revenue multiplies 42-fold | In the first quarter of 2025, the company posted revenue of RMB 1.111 billion (USD 155.5 million), representing a 4,230.2% year-on-year jump. Net profit reached RMB 355 million (USD 49.7 million), reversing a loss of RMB 227 million (USD 31... |
| 23.04.2025 | The Rising Tide of Chinese Chipmakers: Huawei's Ascend in a Restricted Market | In the world of technology, the battle for supremacy often resembles a high-stakes chess game. Each move is calculated, each decision carries weight. The latest moves in the U.S.-China chip saga have set the stage for a new player to rise: ... |
| 21.04.2025 | U.S. chip controls will benefit China’s Nvidia rivals like Huawei: Analysts | The U.S. Commerce Department said last week that it would require export licenses for Nvidia’s H20 graphics processing units in a move that has halted the product’s sale to China.
The move is expected to boost demand for Chinese companies l... |
| 07.03.2025 | DeepSeek is just one player in China’s booming AI industry | When small Chinese artificial intelligence company DeepSeek released a family of extremely efficient and highly competitive AI models last month, it rocked the global tech community. The release revealed China’s growing technological prowes... |
| 28.02.2025 | Chinese AI Chip Firm Cambricon Shrinks Annual Loss 48% as Income Surges | (Yicai) Feb. 28 -- Cambricon Technologies, the startup often referred to as China’s Nvidia, said the firm narrowed its loss by 48 percent last year, thanks to surging income and the reversal of credit impairment losses in the period.
Cambri... |
| 23.01.2025 | ByteDance plans $20 billion capex in 2025, mostly on AI, sources say | *
Half to be spent abroad on AI infrastructure, sources say
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Main beneficiaries Huawei, Cambricon, Nvidia, sources say
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Spending would bolster domestic AI lead
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Plan comes as future of TikTok in US in doubt
BEIJING, Jan 23 (Reuters) - By... |
| 22.01.2025 | Владелец TikTok планирует инвестировать $12 млрд в инфраструктуру искусственного интеллекта | Компания ByteDance выделила $5,5 млрд на чипы искусственного интеллекта в Китае, что вдвое превышает расходы предыдущего года.
Кроме того, компания планирует инвестировать $6,8 млрд за рубежом в расширение возможностей обучения моделей с ис... |
| 21.01.2025 | China's Chipmakers Predict Divergent Earnings for 2024 | (Yicai) Jan. 21 -- Some 64 semiconductor companies listed in the Chinese mainland have released earnings forecasts for last year, with a stark contrast in their predictions.
According to the reports, Rockchip Electronics, Eoptolink Technolo... |
| 21.11.2024 | Alibaba CEO, Other Tech Tycoons Debate Future of AI at Internet Conference | (Yicai) Nov. 21 -- Artificial intelligence has been the hottest topic at the 2024 World Internet Conference Wuzhen Summit in Zhejiang, China, with the tech billionaires in attendance offering their views on its future.
In the past 30 years,... |
| 08.11.2024 | Nongfu Spring's Zhong Retains Crown as China’s Richest Man on Forbes List | (Yicai) Nov. 8 -- Zhong Shanshan, founder of beverage giant Nongfu Spring, is the wealthiest person in China for the fourth straight year with a fortune of USD50.8 billion, despite his fortune shrinking USD9.3 billion due to fierce competit... |
| 10.06.2024 | Как Китай продолжает сотрудничать с TSMC: искусственные ограничения чипов для обхода санкций | Некоторые китайские компании, производящие чипы для технологий искусственного интеллекта, наладили выпуск искусственно урезанных в плане возможностей чипов. Зачем? Чтобы обеспечить возможность сотрудничества с Taiwan Semiconductor Manufactu... |
| 07.07.2020 | Chinese AI Chipmaker Cambricon Seeks USD368 Million via Star Market IPO | (Yicai Global) July 7 -- Cambricon Technologies, a Chinese designer and maker of artificial intelligence chips, plans to raise CNY2.6 billion (USD368 million) from its initial public offering on Shanghai's Star Market.
Subscriptions to the ... |
| 06.07.2020 | Cambricon to raise $367.8 million in IPO amid Chinese chip fever | By Reuters Staff
3 Min Read
SHANGHAI (Reuters) - AI chipmaker Cambricon Technologies Corp 688256.SS said it will raise 2.58 billion yuan ($367.76 million) in its Shanghai initial public offering after pricing the listing at 64.39 yuan a sha... |
| 24.06.2020 | Cambricon, once Huawei’s core AI chip supplier, eyes $400M IPO | One of China’s most valuable artificial intelligence chipmakers, Cambricon, is one step closer to its initial public offering, and its prospectus reveals a rare snapshot of where Chinese companies stand in relation to their international co... |
| 27.03.2020 | Chip Designer Cambricon Hopes to Raise USD396 Million in Star Market IPO | (Yicai Global) March 27 -- Chinese artificial intelligence chip designer Cambricon Technologies has applied to list on the Shanghai Stock Exchange's Star Market for innovative science and tech startups with hopes of raising CNY2.8 billion (... |
| 18.04.2019 | AI-Driven Predictive Analytics: New Opportunities for Financial Institutions | One can argue that even the most innovative banking institutions are bureaucratic enough, and their slow decision-making causing banks to lose their premium over fintech applications, peer to peer lending marketplaces, and payment processor... |
| - | Cambricon’s Stock Gains After Chinese AI Chip Leader Gets Nod for USD560 Million Private Placement | (Yicai) Sept. 10 -- Shares of Cambricon Technologies, which was briefly the Chinese mainland’s costliest stock last month, rose after the artificial intelligence chipmaker said it had received regulatory approval for a CNY3.99 billion (USD5... |