As Beijing continues pushing for greater semiconductor self-sufficiency, Chinese chip companies are allocating a larger share of revenue to R&D. According to South China Morning Post, first-quarter earnings show that China’s leading chipmakers devoted a higher proportion of revenue to research...

Recently, DeepSeek released a preview version of DeepSeek-V4 and simultaneously open-sourced its model weights. This marks a significant technological upgrade: two model variants, million-token context length, and ultra-low inference cost, which all draw strong industry attention. Notably, Chinese A...

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 ...

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...

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...