In China a chips designer for the growing like foam. The surprising thing is that it is not about Huawei or Moore Threads
Cambricon Technologies is an essential company in China’s plans to dispute its leadership in the US artificial intelligence (AI). Although it is not as well known as Huawei or Moore Threads, this is one of the companies specialized in the design of GPU for AI With greater growth potential. In fact, he has received the approval of the Shanghai bag (China) to raise 560 million dollars. Will allocate them to the design of four chips for training and inference of AI models, and also to the development of an alternative to CUDAfrom Nvidia. To this company everything seems to be going well. And is that during the last twelve months The value of its actions has tripled. The strategic role of AI for China in its technological and commercial war with the US supports Chinese companies dedicated to the hardware design for AI and the development of large language models. However, there is more to promise to boost the business in the short and medium term not only of Cambricon Technologies, but also that of the other Chinese companies that design integrated circuits for ia. As we explained yesterday, the Chinese government has decided to force data centers that belong to the State throughout the country To use at least 50% of Chinese integrated circuits on their servers. A priori is one of the most effective strategies when promoting innovation and minimize China’s dependence of technologies from abroad. And in all likelihood this measure will be supported by others in the future that will try to encourage the use of Chinese chips in all data centers in the country. Public and private. Huawei and Moore Threads complete a very valuable trio for China Moore Threads appears since October 2023 in the blacklist prepared by the US government. This is one of the Chinese organizations that are dedicated to the production of hardware for which companies aligned with the interests of the US and their allies cannot sell software or advanced equipment. Although it is very young (it was founded in 2020) it has something very important in its favor: its founder is Zhang Jianzhong, former general manager of the Nvidia subsidiary in China, so it is evident that he knows well what he has in hand. Moore Threads appears since October 2023 in the blacklist prepared by the US government Moore Threads has developed several GPU for AI applications that, on paper, rival some of the advanced solutions that have placed in the Nvidia, AMD or Huawei market. MTT S4000 and MTT S3000 cards are Your most interesting proposals Right now, although, curiously, in its porpholio the MTT S80 card, a proposal for games and content creation that, according to Moore Threads herself, has a calculation capacity of 14.4 Tflops in Simple precision floating coma operations. Currently this company does not have the ability to compete with Nvidia outside China, but its future looks very interesting. And is that has received During the last four years a total investment of about 800 million dollars from more than two dozen investors. Among them are Chinese technology companies bytedance and Tencent. The other indispensable actor in the Chinese chips industry for IA is Huawei. His most ambitious proposal right now is the chip Ascend 910dwho seeks to overcome the performance of the GPU NVIDIA H100. However, this Chinese company has also recently presented its chip Ascend 920a solution that is clearly destined to occupy in the Chinese market The gaps that the NVIDIA H20 GPU is going to leave. This proposal will enter large -scale production during the second half of 2025 using 6 NM integration technology that have presumably developed elbow with Huawei elbow and SMIC (Semiconductor manufacturing international corp). More information | SCMP In Xataka | Nvidia has to deal with the absolute distrust of several US legislators. His plan in China is in danger In Xataka | The US wants to end the chips for the Chinese that are sold abroad. And China knows how to defend oneself
