Tag: #ai-chips369 results
Beijing Horizon Information Technology increased registered capital from $1.5B to $2.5B, up 67%. Founded in 2015 by Yu Kai, it develops AI chips, software/hardware, and related tech for autos and more. Fully owned by Horizon Robotics Holdings Limited.
Chinese AI chip firms Cambricon and MetaX reported strong Q1 growth amid AI boom, US export curbs, and China's self-reliance drive. Cambricon's revenue jumped 160% to 2.89 billion yuan (US$423M), with profit soaring 185% to 1 billion yuan.
Detailed comparison shows ASICs excel in specific tasks like AI inference with superior efficiency, while GPUs dominate versatile training and parallel compute. Market forecasts ASIC inference share rising to 80% by 2030. Examples include Google TPU and Bitcoin miners outperforming GPUs.
澜起科技 2026 Q1 revenue hit 14.61B CNY, up 19.5% YoY, with net profit at 8.47B CNY, surging 61.3% due to AI-driven demand for DDR5 RCD and interconnect chips. Gross margin rose to 69.8%, boosted by new products like MRCD, PCIe Retimer, and CXL MXC. Interconnect revenue reached 14.17B CNY, with new products contributing 19%.
Black Sesame Technologies has joined Li Auto's HaloOS open-source ecosystem. The partnership powers HaloOS development. It advances open-source innovation in AI-driven vehicle systems.
Intel's stock skyrocketed 24% on Friday, marking its largest single-day gain since 1987, fueled by investor excitement over AI demand recovery. Shares closed at $82.57, with YTD gains at 124% following 84% rise in 2025. This outperformed the prior 23% jump triggered by Nvidia's $5B investment.
Intel's Q1 revenue hit $13.6B, beating $12.4B consensus by 9.4%, with Data Centre and AI up 22% to $5.1B. Non-GAAP EPS of $0.29 crushed 1-cent estimates. Stock surged over 80% YTD amid Elon Musk Terafab chip collaboration.
Google is telling a narrative where Nvidia struggles. The emergence of more choices represents the greatest threat to the GPU monopolist.
Intel's Q1 earnings significantly exceeded Wall Street expectations, propelled by booming AI CPU demand. The once-struggling chipmaker shows clear recovery signs. Shares skyrocketed 16% in after-hours trading.
Intel reported a 7% revenue increase to $13.6 billion in its latest quarter. This surpassed Wall Street expectations by more than $1 billion. The growth was driven by the AI boom.