Horizon Robotics Raises $2 Billion in Hong Kong Amid Deepening Losses

The bigger concern is that many of those automakers—NIO, XPeng, BYD—are now developing their own chips. Horizon could face a “backup supplier” risk, where it becomes a secondary option once in-house solutions mature.

China’s YMTC Eyes Expansion into DRAM Production Amid AI Chip Demand

MediaTek Launches Dimensity 9500 Chip, Pushing 5G AI Performance to New Heights

The Dimensity 9500 is built on a new PC-grade ARM V9.3 architecture, featuring one C1-Ultra super core clocked at 4.21GHz, three C1-Premium super cores, and four C1-Pro cores. It also supports the SME2 matrix computation instruction set and four-channel UFS 4.1 flash storage architecture.

China's State Media Shows Alibaba's New AI Chip Challenges Nvidia H20

The PPU card developed by Alibaba's unit T-Head features 96 GB HBM2e per unit, matching Nvidia H20's memory capacity and exceeding Nvidia A800.

SMIC’s Market Value Tops 1 Trillion Yuan as Shares Surge

Tencent Ramps Up Adoption of Chinese AI Chips as China Reduces Dependence on Nvidia

The announcement comes against the backdrop of recent regulatory scrutiny of foreign chip suppliers. On Monday, China’s State Administration for Market Regulation (SAMR) said that Nvidia had violated antitrust laws and the conditions imposed by the Chinese government on its 2019 acquisition of Israeli interconnect solutions provider Mellanox Technologies.

Tencent Cloud Fully Adapts to Domestic Chips, Advances AI Computing Strategy

Alibaba Uses In-House AI Chip Rivaling Nvidia's H20, Baidu Also Adopts Own Chip as Part of Alternative: Report

Alibaba has started using its own chips, the Zhenwu perse processing unit, for training its smaller models since early this year, and Baidu was  experiment with training new versions of its Ernie AI model using its own Kunlun P800 chip.

China's AI Chip Market Darling Cambricon Faces Its Ultimate Test

Cambricon, China's leading AI chipmaker, has seen its stock skyrocket over 468% in the past year, briefly surpassing Moutai to become the top company on China's A-share market. Yet behind the market hype lie significant challenges: limited production capacity, delayed next-generation chip launches, and intense competition from Huawei's Ascend series and Baidu's Kunlun chips.

SMIC Shares Drop Over 11% on Trading Resumption After Discounted Share Sale Plan