Technology

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

Source

Tom's Hardware

Published

Dec 4, 2025

TL;DR

AI Generated

Cambricon Technologies plans to triple its production of domestic AI chips in 2026 to fill the void left by Nvidia in China. The company aims to compete with Huawei but faces challenges in achieving production goals due to fabrication capacity constraints. Despite growing interest and revenue surge, Cambricon's chips have a low yield rate, potentially affecting usability. The company may struggle with memory shortages, hindering orders for data center projects. China's push for domestic chip reliance and investment in AI industry signal a shift in global AI chip development.

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Microsoft just killed Edge’s Collections and Sidebar for more Copilot, after years of pushing both features

Microsoft has discontinued Edge's Collections and Sidebar features with the release of Edge 149 on June 4, 2026. Collections allowed users to organize web content, while Sidebar provided quick access to mini web apps. Users are advised to export their data before upgrading to Edge 149 to avoid losing their collections. The removal of these features is part of Microsoft's shift towards focusing on the Copilot feature and AI integration in Edge.

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NSA using Claude Mythos for 'offensive cyber operations,' report claims — says 'half-a-dozen' Anthropic engineers embedded inside the agency

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CEO Interview with Daniel Schall of Black Semiconductor

Daniel Schall, CEO of Black Semiconductor, discusses the company's focus on addressing chip-to-chip communication bottlenecks with integrated graphene photonics technology. The company's Black Semiconductor IGP™ technology aims to enable AI scaling by revolutionizing chip communication. By utilizing graphene's unique properties, Black Semiconductor's technology allows for faster and more energy-efficient data transmission between chips. The construction of FabONE, a 300mm facility in Germany, is underway to integrate electronics and photonics using graphene, with plans for pilot production in 2027 and volume production by 2029. The acquisition of Applied Nanolayers in 2025 enhances Black Semiconductor's capabilities in industrial graphene production, ensuring a robust material supply chain for their innovative technology.

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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

TL;DR

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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

TL;DR

Similar Articles

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