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Chip

In-depth analysis of China’s semiconductor industry, covering chips, GPUs, AI accelerators, manufacturing, and supply chain constraints. This section focuses on policy support, capital markets activity, and efforts toward technological self-reliance.

Huawei's Super-Node Architecture: A Technical Deep Dive Into China's AI Infrastructure Ambitions

At Huawei's Connect 2025 conference, the Chinese tech giant unveiled what may be its most ambitious AI infrastructure play yet: the Atlas 950 and Atlas 960 SuperPoD super-nodes, supporting 8,192 and 15,488 Ascend cards respectively. According to a recent analysis by Huaxi Securities, these developments

Baidu's Surge Signals Market Reawakening to China's 'Hard Tech' Value

Baidu's recent stock surge represents more than a momentary market rally; it signals a potential turning point in how investors value the search giant's long-term artificial intelligence strategy and, by extension, China's broader "hard tech" sector. As the market begins to

Huawei Unveils AI Chip Roadmap Through 2028, Plans Self-Developed HBM Memory

Huawei unveiled its artificial intelligence chip development roadmap extending through 2028, announcing plans to launch four new Ascend processors and integrate proprietary high-bandwidth memory technology starting next year. Speaking at the Huawei Connect 2025 conference in Shanghai on September 18, Vice Chairman and Rotating Chairman Xu Zhijun outlined the

Baidu Shares Surge to 20-Month High on AI Chip Venture Success

Baidu shares surged to their highest level since October 2023, driven by growing investor confidence in the Chinese internet giant's artificial intelligence chip business and strategic partnerships. The stock climbed as much as 14% in Hong Kong trading, marking the biggest intraday gain in over two years. The

Alibaba's New AI Chip Specifications Rival Nvidia's H20

A recent report has revealed that Alibaba Group has developed a new artificial intelligence chip whose key specifications match those of Nvidia's H20 processors, marking a significant advancement in China's domestic semiconductor capabilities. According to China Central Television's evening news program broadcast on September

China Reportedly Tests First Domestically-Made DUV Lithography Machine for AI Chip Production

A recent report has revealed that China's leading semiconductor manufacturer is conducting trials on the country's first domestically produced advanced chipmaking equipment, marking a significant step in Beijing's efforts to reduce dependence on Western technology and overcome U.S. export restrictions. According to the

China Launches Multi-Pronged Counteroffensive Against US Chip Restrictions

China has launched an unprecedented three-pronged regulatory counteroffensive against US semiconductor firms, marking a significant escalation in the ongoing chip trade war. The coordinated response includes antidumping investigations on US analog chips, anti-discrimination probes into US semiconductor policies, and antitrust violations findings against Nvidia. The Chinese government initiated

Goldman Sachs Raises Price Target for "China's Broadcom" as AI Orders Surge 86% in Q3

VeriSilicon Holdings, dubbed "China's Broadcom," is experiencing a new growth acceleration as Goldman Sachs upgraded its 12-month price target from RMB 193 yuan to RMB 220 yuan ($30.2), maintaining a "buy" rating amid robust AI-driven order momentum. The optimistic outlook stems

Alibaba's Chip Strategy: Defensive Positioning or Commercial Breakthrough?

Alibaba is reportedly internally testing a new artificial intelligence inference chip manufactured domestically, marking the latest chapter in its seven-year semiconductor journey that continues to face market skepticism despite substantial investments. The move comes as the Chinese tech giant prepares to report first-quarter fiscal 2026 earnings and seeks

Inside Alibaba’s $52 Billion Gambit to Rebuild Itself as an AI Superpower

After four years in the wilderness, the Chinese tech titan is betting its future on a massive AI overhaul, forcing Wall Street to fundamentally re-evaluate a company it had all but written off. The comeback, however, is far from guaranteed. For a time, the digital corridors of Alibaba Group