Senior IC institutional investor Chen Yu points to more opportunities in AI chips and equipment in 2024 China’s AI chips and equipment contain numerous opportunities in 2024 under the background of supply chain reconstruction 1.2w 11-16 16:12 Nvidia reportedly plans to develop AI chips for China with 80% reduction in computing power to circumvent US restrictions Computing performance has been moderated compared with what was previously sold in the key market 1.2w 11-13 16:13 China’s cybersecurity company 360 Security purchases 1000 Huawei AI chips as an alternative to Nvidia's 360 Security has purchased about 1,000 AI chips from Huawei in a shift away from Nvidia 1.2w 11-09 15:42 Intel is reportedly to supply downgraded AI chip Gaudi 2 to China as a result new US export controls US chip giant Intel plans to introduce a downgraded version of the Gaudi 2 chip to meet the latest export restrictions, ensuring shipments to China remain unaffected, reported Digitimes on November 7. 9817 11-08 17:34 China’s tech conglomerate Huawei aims to challenge Nvidia in China's AI chip market amid US sales curb US curbs on the sales of AI chips by Nvidia to China are creating an opening for Huawei to win market share 1w 11-08 17:12 Chinese flexible PCB maker Hongxin Electronics secures AI chip supply via Enflame Technology Chinese maker of flexible printed circuit boards Hongxin Electronics (弘信电子), signed a purchase agreement with Enflame Technology (燧原科技) to buy a certain number of artificial intelligence accelerator cards. 1.1w 10-30 18:44 Chinese AI tech giant iFlytek said Huawei's AI chip Ascend 910B reaches the benchmark of Nvidia A100 Chinese AI tech giant iFlytek said it uses Huawei Ascend 910B AI chip for computing and considers the chip has reached the benchmark of Nvidia A100. The two companies have worked together on AI since early 2023. 1.3w 10-23 17:31 JW Insights analyst: Upgraded US curbs on AI chip exports will push China to build its own supply chains The upgraded US curbs on AI chip exports will accelerate the comprehensive breakthrough of the Chinese AI chip industry chain 1.3w 10-19 16:43 US chipmaker Nvidia says US export curbs on AI chips won’t affect its operation in short term The new restrictions on advanced AI chips to China implemented by the US will not affect Nvidia in the short term 8507 10-18 17:55 Chinese tech firms firmly oppose the US new restrictions on AI chip exports to China Several Chinese chip companies issued a statement expressing “strong opposition” to the US new AI chip restriction 1.1w 10-18 15:57 MORE READ MOST No Data Yet~ POPULAR TAGS No Data Yet~