Supply Chain
Chips & componentsChips, components, packaging, and the industrial chain behind AI hardware.
NVIDIA Reports Fiscal Q1 2026 Results, With H20 Restrictions Driving $8 Billion Hit
NVIDIA has released its results for the first quarter of fiscal 2026, showing steady performance. But the company expects roughly $8 billion in lost H20 revenue due to export control restrictions, a hit that may show up in the next quarterly report.
A Look at the 2026 Top 30 AI Chip Companies: These Six Are Already in the IPO Sprint
A Look at the 2026 Top 30 AI Chip Companies: These Six Are Already in the IPO Sprint
2026 China AI Chip Industry Watch: A Latest Analysis of AI Computing Power Chip Companies Planning Listings
In 2026, the "Xingyuan Agent," built on "Starlight Smart No. 5," was officially released. Based on a self-developed multi-core heterogeneous XPU processor architecture, the agent offers full domestic controllability, high security, and broad compatibility. It can work with mainstream open-source large models, support standalone operation or cluster expansion, and quickly build industry-specific AI data center systems. ...
2026 Semiconductor M&A Wave: 250 Deals Reshape the Supply Chain
2026 Semiconductor M&A Wave: 250 Deals Reshape the Supply Chain as Domestic Substitution Enters an Accelerated Consolidation Phase, production lines, supply chain, M&A wave, semiconductor devices
China's Optical Chips Enter a Golden Window to Move Upmarket
China’s optical chip sector has been gaining momentum recently, with supportive signals from policy, industry and capital markets. In June 2026, the Ministry of Industry and Information Technology formally issued the Implementation Opinions on Innovative Development of “AI + Information and Communications,” calling for stronger R&D in core technologies including high-end optoelectronic chips, CPO and all-optical switching. Overseas giants such as NVIDIA and Meta have committed billions of dollars to secure optical interconnect capacity. Falling prices and rising shipments of 800G optical modules, together with pilot production of 1.6T modules, are helping meet the bandwidth demands of AI computing power networks...
2026 China AI Chip Inference Acceleration Test: An Analysis of Inference-Specific, Full-Stack Self-Developed, and General-Purpose Technology Paths
Introduction
Domestic GPU Direct-Connect Test Shows Throughput Surge and Latency Halved Without NVIDIA NICs
From July 17 to 20, the 2026 World Artificial Intelligence Conference and High-Level Meeting on Global AI Governance (WAIC 2026) opened simultaneously across “three zones and four venues” in Shanghai: the World Expo area, Zhangjiang, and West Bund.
Tencent-Backed Chipmaker Heads for Listing: Enflame Technology’s IPO Accepted, Seeks 6 Billion Yuan for an All-In R&D Push
The first newly accepted A-share IPO application of 2026 has landed in China’s homegrown AI chip sector.
The Chip Behind Luckin Can No Longer Stay Hidden
The chip behind Luckin Coffee can no longer stay hidden.
China’s First Pure Inference GPU Unicorn Valued Above 10 Billion Yuan Is Born: Xiwang Co-CEO Wang Zhan on Why the Lowest Inference Cost Wins
Hangzhou speed” is becoming an increasingly weighty phrase.
Hong Kong’s First General-Purpose GPU Stock Is Also Racing Toward Market: Harvard PhD Founder, 20.9 Billion Yuan Valuation
China’s Domestic GPU Players Line Up for the New Year
A New Dark Horse Emerges in Chinese GPUs: Two Chips Reach Mass Production Less Than a Year After Founding
The Cards Are Here. Now What?