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The Latest Breaking News from Cambricon

Nvidia's Long Term Outlook In China Will Depend On Its Ability To Compete With Local Alternatives

The short and medium-term outlook for NVIDIA in China depends heavily on U.S. export policy. In the long run, it will depend on its ability to compete with local alternatives.

International Business Times

China adds homegrown AI chips to 'secure and reliable' procurement list for the first time — nine options added as move away from Nvidia continues

The certifications are valid for three years and were issued jointly by the China Information Technology Security Evaluation Centre and the National Secrecy Science and Technology Evaluation Centre.

Tom’s Hardware

Chinese GPU maker Cambricon's Q1 revenue hits $423 million as country's homegrown AI chip market accelerates — Chinese chipmakers continue to leech market share from Nvidia

The results come as Chinese chipmakers continue to absorb market share from Nvidia.

Tom’s Hardware

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Tech Brief (March 13): China Plans to Accelerate AI Legislation

Cambricon swings to profit, AI video generation startup AIsphere secures $300 million

Caixin Global

Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame

A new report says Nvidia's presence is about to shrink drastically in China.

Tom’s Hardware

China starts list of government-approved AI hardware suppliers: Cambricon and Huawei are in, Nvidia is not

Chinese government began to add government-approved AI suppliers to the Information Technology Innovation List in a bid to accelerate deployment of domestic hardware. But can Chinese semiconductor industry satisfy the needs of domestic AI industry?

Tom’s Hardware

This Chinese chip giant is boosting production to try and take on Nvidia - but how will Huawei feel?

Cambricon aims to triple AI chip output in 2026 despite yield issues, resource shortages, and rising competition from Huawei.

TechRadar

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'China's Nvidia' Moore Threads Shares Surge Over 500% In Blockbuster Shanghai IPO

Shares of chipmaker Moore Threads Technology, dubbed China’s Nvidia (NASDAQ:NVDA), rose as much as 502% as it debuted in Shanghai on Friday.

Benzinga

Chinese tech firm Cambricon looks to step into Nvidia void, triple AI chip production next year — seeks to rival Huawei, but production remains a concern

Chinese tech firm Cambricon Technologies has plans to triple its production of domestic AI chips in 2026, targeting the market dominance of national giant Huawei. Primarily set to rely on Semiconductor Manufacturing International for fabrication, it's not entirely clear how Cambricon will get enough wafers to achieve its goals.

Tom’s Hardware

Tech Brief (Nov. 3): Nexperia Halts Wafer Supply to Its China Plant

BYD’s third-quarter profit plummets, Li Auto to recall over 11,000 MEGA EVs

Caixin Global

'The Nvidia of China' says revenue spiked 14X last quarter. The ensuing stock frenzy made its CEO one of the world's richest people

Chen Tianshi is the 40-year-old founder and CEO of Beijing-based Cambricon, an AI chip company that posted a monster earnings report last week.

Fortune

DeepSeek’s new AI model debuts with support for China-native chips and CANN, a replacement for Nvidia's CUDA — Chinese chipmakers Huawei, Cambricon, and Hygon get first-class support

Chinese AI firm DeepSeek has released its latest large language model, DeepSeek-V3.2-Exp, with first-day optimizations for Huawei’s Ascend hardware and CANN software stack.

Tom’s Hardware

Huawei reveals its Ascend AI chip plans, taking the fight to Nvidia with new superclusters

Huawei laid down a roadmap for its Ascend AI chips, an increasingly important product for the company, and China as a whole, amid the U.S.-China tech arms race.

Fortune

Chinese Companies Still Want Nvidia Chips. Does That Make NVDA Stock a Buy Here Below $180?

Despite Beijing’s push for domestic alternatives, Chinese tech giants like Alibaba and ByteDance remain eager for Nvidia chips, raising the question of whether NVDA stock is a buy below $180.

Barchart

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Benzinga

Nvidia Rival Cambricon Plunges Nearly 12% In Shanghai As Profit-Taking Hits After August's Meteoric Rally

Cambricon Technologies Corp. Ltd. plunged 11.90% in Shanghai trading Thursday morning, marking its steepest intraday decline since January.

TechRadar

Could Cambricon create a Deepseek moment in AI hardware? The rise of China's answer to Nvidia has been nothing short of meteoric - but is it too good to be true?

With profits and revenue surging, is Cambricon becoming "China’s Nvidia", or an overvalued AI player that risks collapse?

Benzinga

China Doesn't Need Nvidia Anymore: Alibaba's New Chip Is A Challenge To Washington

Alibaba Group Holding Ltd (NYSE:BABA) (NYSE:BABAF) has just raised the stakes in the U.S.–China tech rivalry. The Chinese e-commerce and cloud giant has unveiled a new AI chip designed to reduce reliance on Nvidia, Washington's favorite export-turned-bargaining chip.

Fortune

Nvidia’s China-based rival posts 4,300% revenue jump as chipmaker’s earnings reported no H20 chip sales to the country

The sales surge reflects Beijing’s push for local players amid geopolitical tensions.

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Benzinga

China Just Found Its Nvidia Replacement—And This Stock Has Exploded 125%

Nvidia Corp. (NASDAQ:NVDA), touted as the world's most valuable chipmaker, is still riding high with $4.4 trillion market cap and booming AI demand, but a new China-based chipmaker is stealing the spotlight at home.

Benzinga

Trump's First-Term Ban On EUV Tools Stalled Huawei, SMIC, Cambricon — Now China's Chip Factories Are Roaring Back, Warns David Sacks

White House-appointed “Crypto Czar” David Sacks warned Wednesday that Chinese semiconductor manufacturers are surging back despite previous export controls, citing new production data showing China’s chipmakers planning to triple artificial intelligence processor output.

Tom’s Hardware

China's Cambricon posts first profit as demand for this Nvidia rival's AI processors explodes

As Chinese companies cannot get enough Nvidia GPUs, they turn to domestic alternatives for AI processors. As a result, Cambricon thrives.

PC Gamer

China's AI chip industry shows signs of strain as two key players look like they might be in trouble

US export restrictions continue to bite, as China's AI industry starts to show signs of stress.

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