Huawei and Cambricon dominate 2026 domestic AI chip capacity
By 2026, Huawei and Cambricon are expected to secure the majority of SMIC's advanced manufacturing capacity. This creates a competitive bottleneck for other domestic AI chip firms.
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Anthropic in talks with Samsung for custom AI chips
Anthropic is reportedly in early discussions with Samsung to manufacture its custom AI chips. This move reflects a broader industry trend of diversifying supply chains away from TSMC to meet surging demand for generative AI hardware.
China's Domestic AI Chip Adoption Reaches 41% Market Share
Major Chinese tech firms including ByteDance, Alibaba, and Baidu are shifting toward domestic AI chips. This transition has pushed the domestic GPU share in new deployments to 41%.
Yizhu Technology Secures Over 1 Billion RMB Funding
Yizhu Technology has successfully raised over 1 billion RMB. The company is preparing for a new round of financing, backed by diverse investors including state-owned capital and GPU industry veterans.
Chinese AI Chip Makers Adopt 3D Stacking Technology
Facing EUV lithography restrictions, Chinese AI chip designers are leveraging 3D hybrid bonding and stacking to enhance performance. This strategy aims to bypass traditional scaling limits to remain competitive.
BYD develops proprietary AI chip for smart driving
BYD is moving toward vertical integration by developing its own AI chips for autonomous driving. While they continue to use external partners, this shift aims to lower costs and accelerate feature rollouts.
BOE Samples Glass-Based Substrates for Advanced Chip Packaging
BOE has successfully moved its glass-based carrier substrates for advanced semiconductor packaging into the technical testing phase. The product has passed concept verification with multiple domestic clients, marking a significant step in hardware infrastructure.
SambaNova targets $10B valuation with new funding round
AI chip startup SambaNova is reportedly seeking to raise $800 million to $1 billion at a $10 billion valuation. This marks a significant jump from its $2 billion valuation earlier this year.
OpenAI Launches First Chip and Doubao Pro Debuts
OpenAI has officially unveiled its first proprietary chip, while ByteDance's Doubao AI has launched its professional subscription tier starting at 68 RMB. Additionally, reports suggest Tesla China's in-car systems may soon integrate Doubao's AI capabilities.