Subject


Cambricon


2026-03-09

[News] China GPU Race Intensifies: Cambricon Turns Profitable in 2025; Moore Threads, MetaX Narrow Losses

In recent years, restrictions on China’s access to NVIDIA’s high-end chips have tightened; however, these curbs have in turn created unprecedented growth opportunities for domestic chipmakers. According to 21jingji, Chinese chip design companies have reported rising revenue, with firms such as ...

2025-12-10

[News] China Reportedly Adds Huawei, Cambricon AI Chips to Procurement List Ahead of H200 Approval

While Washington approved NVIDIA’s H200 exports to China on December 8th, Beijing reportedly acted first. According to the Financial Times, China has, for the first time, added domestic AI chips to its official government procurement list, with the Ministry of Industry and Information Technology a...

2025-10-07

[News] China’s GPU Trio Rise as NVIDIA Retreats — Decoding Moore Threads, MetaX, and Cambricon

As South China Morning Post reported, NVIDIA CEO Jensen Huang recently spotlighted China’s chipmaking progress and manufacturing muscle, noting the country is merely “nanoseconds behind” the U.S. He also acknowledged in May that, amid U.S. export restrictions, NVIDIA’s share in China has sli...

2025-09-23

[News] China Reportedly Blocks NVIDIA RTX Pro 6000D; Samsung, SK hynix Impact Seen as Limited

According to Tom’s Hardware, citing Financial Times, China’s Cyberspace Administration (CAC) has reportedly barred major firms, including ByteDance and Alibaba, from purchasing NVIDIA’s RTX Pro 6000D.  As Chosun Biz highlights, the RTX Pro 6000D was designed specifically for the Chinese marke...

2025-09-04

[News] China’s Chip Industry Surges in 1H25 — 38 A-Share Listed Firms Reportedly Post Growth

According to Shanghai Securities News, China’s chip industry is reportedly seeing growth driven by AI. The report notes that among 102 A-share listed companies engaged in digital chip design, analog chip design, integrated circuit manufacturing, and IC packaging and testing, 66 posted profits in t...

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