Search results for Cambricon Technologies
AI & Enterprise
Chinese investors boost bets on AI and semiconductors despite economic slowdown
Stock market money in China is continuing to concentrate in the AI supply chain, including semiconductors, software and cloud, even as the broader economy slows. Investors are focusing on companies aligned with Beijing’s push for technological self-reliance, and performance gaps between mainland and Hong Kong markets reflect listing structures. Selective bets are also emerging among hardware and AI model companies. Price competition, highlighted by DeepSeek’s discounts and low API costs, is another key driver.
AI & Enterprise
DeepSeek V4 sparks revaluation call for China\'s AI sector
The launch of DeepSeek’s latest AI model, V4, is expected to spur a broad revaluation of China’s AI industry, with analysts citing potential gains in demand for Chinese high-performance chips and wider commercial adoption. Chip designers and foundries are seen as beneficiaries, while securities firms project rapid growth in China’s AI chip market. Morgan Stanley also flagged lower inference costs and possible Hong Kong index inclusion for AI model firms.
AI & Enterprise
DeepSeek V4 to run on Huawei chips instead of Nvidia, marking new milestone in China\'s chip self-sufficiency
Chinese AI startup DeepSeek is expected to unveil its next-generation V4 model in the coming weeks, with reports saying it will run on Huawei Technologies\' latest chips rather than Nvidia hardware. The Information reported that Chinese big tech companies including Alibaba, ByteDance and Tencent are placing large orders for Huawei\'s upcoming chips. The report said Ascend 950PR prices have risen 20 percent in recent weeks.