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Articles tagged with "AI, Semiconductors, China"

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

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.

Tom's Hardware•
Chinese provinces offer steep power discounts to AI companies using China-made chips — country continues its aggressive push towards AI independence and homegrown silicon

Chinese provinces offer steep power discounts to AI companies using China-made chips — country continues its aggressive push towards AI independence and homegrown silicon

Chinese provinces like Gansu, Guizhou, and Inner Mongolia are offering significant power discounts to AI datacenters that use domestically-made chips instead of Nvidia or AMD chips. These discounts, along with cash incentives, aim to reduce the cost of industrial power for these data centers. The move follows China's ban on Nvidia AI chips, leading to increased power usage due to the efficiency gap between Chinese chips and Nvidia's H20. China is striving for AI independence by promoting national chip production, with companies like Huawei leading the way with chips like the Ascend 910C. Despite the current gap in chip technology, China is rapidly advancing in the semiconductor industry.

Tom's Hardware•

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