The silicon arms race: NVIDIA’s challengers, custom ASICs, memory bottlenecks and export-control fallout.
459 articles
Anthropic is reportedly forming an in-house chip team to develop artificial intelligence chips dedicated to its Claude models. A company spokesperson has publicly confirmed the strategic plan, marking Anthropic’s first acknowledgment of custom chip development.
cnBeta (Full RSS) · 45d ago
AMD reported record fiscal Q2 2026 revenue of $11.536 billion, up 50% year over year, while net income surged 163% to $2.297 billion. Data center revenue more than doubled to $6.718 billion, supported by expanding AI products and partnerships.
IT之家 · 46d ago
South Korean AI chip designer DeepX has reportedly reached a valuation of approximately $2.2 billion, nearly four times its previous valuation. The company signed initial agreements for a Series D round, receiving 42 billion Korean won from existing investors BNW Investment and DS Asset Management.
36氪 · 47d ago
Samsung has signed a five-year memorandum of understanding with Broadcom worth $200 billion to develop next-generation AI infrastructure. This strategic partnership aims to challenge TSMC's dominance by offering comprehensive 2nm-class foundry solutions.
cnBeta (Full RSS) · 56d ago
Alibaba's T-Head unit has open-sourced SAIL, a comprehensive software stack designed for its Zhenwu AI chip series. This initiative aims to reduce developer dependency on Nvidia's CUDA ecosystem by facilitating easier migration to alternative hardware.
The Next Web (TNW) · 63d ago
Alibaba's T-Head unit has open-sourced its SAIL software stack, which powers its Zhenwu AI chip series. This move aims to reduce developer reliance on Nvidia's proprietary CUDA ecosystem.
SCMP Technology · 63d ago
Suiyuan Technology faces significant financial losses while struggling to break into the high-end training chip market, relying heavily on inference products and Tencent as a primary customer.
虎嗅 · 68d ago
Due to surging AI demand and manufacturing complexities, HBM4 prices are expected to rise significantly by late 2026. The production process is constrained by low initial yields and high wafer consumption compared to standard DDR5 DRAM.
36氪 · 69d ago
Shanghai Enflame Technology Co., Ltd. has officially received approval for its IPO registration on the Shanghai Stock Exchange STAR Market.
36氪 · 72d ago
Enflame Technology has received official approval from the CSRC to proceed with its IPO on the Shanghai Stock Exchange's STAR Market. This marks a significant milestone for the Chinese AI chip developer as it prepares to enter the public capital markets.
36氪 · 72d ago
Nvidia is shifting its strategy by collaborating with AI chip startup d-Matrix. The partnership aims to integrate their respective hardware to create a new computing system specifically for large model inference.
cnBeta (Full RSS) · 73d ago
Leading Chinese AI labs DeepSeek and Zhipu AI are joining global peers in developing proprietary inference chips. This strategic shift aims to mitigate reliance on high-cost GPUs and optimize performance for their specific model architectures.
Pandaily · 73d ago
AI chip startup SambaNova Systems has successfully raised $1 billion in new funding. This investment brings the company's total valuation to $11 billion, reflecting strong market confidence in AI infrastructure.
Bloomberg Technology · 73d ago
DeepSeek is reportedly developing custom AI chips specifically optimized for inference tasks. The project has been underway for over a year, with the company quietly engaging with design firms, foundries, and memory suppliers.
量子位 · 73d ago
Chinese AI startup DeepSeek has initiated an in-house project to develop custom AI chips. The move is specifically aimed at optimizing inference workloads and reducing the high costs associated with reliance on NVIDIA hardware.
TechNode · 73d ago
Chinese AI startup DeepSeek is reportedly developing its own AI chips focused on inference to reduce reliance on Nvidia and Huawei. The project is in early stages and involves collaboration with design and manufacturing partners.
IT之家 · 74d ago
Chinese AI startup DeepSeek is reportedly designing its own custom AI chips to support its growing artificial intelligence infrastructure. This move aims to reduce reliance on external hardware providers amidst global supply chain constraints.
Bloomberg Technology · 74d ago
Chinese AI startup DeepSeek is developing its own AI inference chips to reduce reliance on Nvidia and Huawei. The project is currently in the early stages and represents a major strategic shift for the company.
cnBeta (Full RSS) · 74d ago
Li Auto has introduced its self-developed Mach M100 chip, designed specifically for autonomous driving. The chip utilizes a dynamic dataflow architecture to challenge NVIDIA's dominance in the AI hardware market.
Pandaily · 75d ago
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.
钛媒体 · 76d ago
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.
cnBeta (Full RSS) · 77d ago
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%.
Pandaily · 78d ago
Anthropic is reportedly in discussions with Samsung to develop custom AI chips. This follows a broader industry trend of AI labs seeking to reduce reliance on third-party hardware providers like Nvidia.
TechCrunch AI · 79d ago
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.
36氪 · 79d ago
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.
Pandaily · 81d ago
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.
Digital Trends · 82d ago
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.
Pandaily · 84d ago
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.
IT之家 · 86d ago
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.
Ifanr (爱范儿) · 86d ago
As AI chips exceed 1,000W in thermal design power, synthetic diamond is being adopted as a high-performance thermal management material. China's dominance in synthetic diamond production positions it as a key player in the AI hardware supply chain.
Pandaily · 88d ago