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The trade war urges a breakthrough in chip and AI innovation. This event in Zhangjiang Science City gathers various sectors to explore collaborative development paths.
① In the special event on in-depth insights into AI and chips held in Zhangjiang Science City, guests stated during the speech segment that the tariff war has impacted the chip and AI industries, but there are also positive factors for industry development; ② Edge AI and AI Agent are developing rapidly, and companies should grasp the technology development trends, utilize the characteristics of domestic computing power, seek breakthroughs in difficulties, and promote the sustainable development of the chip and AI industries.
Will the USA's chip restrictions on China have the opposite effect? Experts: Chinese manufacturers such as Huawei will benefit!
① Experts point out that the USA's suppression policy against China's chip industry may backfire, providing development opportunities for domestic Chinese chip manufacturers. ② It is reported that Huawei's latest Ascend 920 AI Chip is expected to go into mass production in the second half of 2025, and experts indicate it is already capable of replacing NVIDIA's H20 chip.
The "Origin Certification" accelerates the localization of Semiconductors, with Analog Chips leading the breakthrough; the leading stocks have surged nearly 30% this week.
①HTSC pointed out that as demand from clients in the Autos, Industry and other sectors gradually recovers, the Analog Chip Industry is entering a stage of mergers and acquisitions; ②Tianfeng believes that the Analog Chip, due to its characteristics of 'narrowing technology gap + low domestic production rate', has become a core breakthrough direction.
[Brokerage Focus] China International Capital Corporation: The overall tariff policy is beneficial for accelerating the domestic production of Semiconductors.
Jinwu Financial News | According to a research report by China International Capital Corporation, from the perspective of exports, since semiconductor chip products are in the midstream of the Industry Chain, several commercial layers must be penetrated to determine the revenue exposure to the USA. Furthermore, as a component of the terminal supply chain, the proportion of tariff increases also carries uncertainty and requires specific analysis based on the industry chain position and bargaining power of specific products. Therefore, it is considered relatively challenging to quantitatively assess the impact of tariff increases on the revenue of design enterprises. However, qualitatively, it is believed that domestic design enterprises have relatively low exposure in sales to the USA, and the situation of deliveries directly taking place in North America is relatively less.
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