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

Lightelligence Raises Over $210 Million in Series C Round to Accelerate Hybrid Optoelectronic Computing

Dr. Shen Yichen, founder and CEO of Lightelligence, noted that large-scale optoelectronic integration technology has reached a critical stage for commercialization. Within the next five years, photonic chips are expected to account for 30% of computing power in intelligent computing centers.

ByteDance Moves Chip Design Staff Under Singapore Unit

Huawei's Kirin 9020 Return Signals New Era for China's Semiconductor Industry

Huawei’s Kirin 9020 revival and China’s semiconductor equipment boom represent more than technological milestones—they signal a strategic push toward self-reliance amid global trade uncertainties. As domestic equipment matures and AI-driven demand surges, China’s semiconductor ecosystem may begin to rival the long-standing dominance of international suppliers.

Alibaba Reported to Develop New AI Chip after Backup Plan Confirmed at Earnings Call

Alibaba's new chip, now in testing, is said to be designed for inferencing, rather than training. The company and its domestic peers could begin filling the void left after Nvidia ran into regulatory barriers to selling its products in China.

Alibaba Stock Jumps After Earnings Beat on Profit, Cloud Strength; Price War Pressures Persist

Alibaba’s stock may also have received a boost from a Wall Street Journal report Friday that said the company has developed a new, more versatile artificial-intelligence chip. The report comes as U.S. export restrictions and Chinese regulatory pressure have left Nvidia, the world’s top AI chipmaker, unable to sell its most advanced processors into the country.

TSMC Aims to Share Trade Secret Management System with Global Partners

Cambricon Falls Over 10% as Chip Stocks Extend Afternoon Decline