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technology4h ago
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 plans to triple AI chip production to 500,000 units in 2026, including 300,000 Siyuan 590 and 690 chips.
- The move aims to fill the gap from Nvidia's withdrawal and compete with Huawei amid China’s push for domestic AI hardware.
- Analysts warn production capacity may not exist to meet such aggressive goals, given uncertain local fabrication yields.
- Cambricon reportedly secured government support and attracted contracts from Alibaba and ByteDance.
- China is pushing its AI hardware sector to rely more on domestic chips amid broader US-China tech tensions.
- Questions remain about local wafer supply and whether SMIC's 7-nm process can support the production plan.
- Memory shortages, including HBM and LPDDR, could hamper Cambricon’s orders for data-center projects.
- Cambricon’s revenue reportedly surged 14-fold in the last quarter, signaling rising demand.
- The broader trend sees China accelerating domestic AI chip development despite technology gaps with Nvidia, AMD, and Intel.
- The report notes Huawei’s doubling chip output alongside Cambricon’s production ambitions.
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