Author | ZeR0 Editor | Moying A domestic GPU cluster with zero NVIDIA content has just delivered a "major result." According to ChipInsider's report on November 2, on Saturday, Moore Threads, a leading domestic GPU company, announced a strategic partnership with the Wuxi Huishan Investment Promotion Group and Neolix, a top-tier L4 autonomous driving unmanned vehicle enterprise. Neolix plans to conduct larger-scale autonomous driving model training at the Wuxi (Huishan) Domestic Intelligent Compu
November 3, 2026
On November 1, Empyrean Technology, a leading domestic EDA company, announced its plan to acquire up to 51% equity in its invested company, Easy-Logic Technology (Shenzhen) Co., Ltd., for no more than CNY 220 million. Upon completion of the transaction, Easy-Logic Technology will become a subsidiary of Empyrean Technology. This move represents another substantive step in Empyrean Technology's "chain-completion" strategy in the digital EDA sector and reflects the broader trend of the domestic EDA
November 3, 2026
On October 30, the 31st meeting of the Second Board of Directors of Empyrean Technology (301269) unanimously approved a proposal to acquire no more than 51% equity in its invested company, Easy-Logic Technology, for an investment not exceeding CNY 220 million. Upon completion of the transaction, Easy-Logic Technology will become a controlled subsidiary and be included in the consolidated financial statements. | Keyword: "Tau Scaling Law" The announcement explained the purpose of the investment w
November 2, 2026
As an emerging computing standard system characterized by openness, controllability, prosperity, and innovation, the fifth-generation reduced instruction set (RISC-V) is standing at a historical turning point from ecosystem cultivation to large-scale commercialization. Amid profound changes in global geopolitics and economic landscapes, an increasing number of countries and regions are adopting it as an autonomous computing foundation for nurturing new industries. From an industrial practice per
October 30, 2026
Current computing power anxiety is not evenly distributed but exhibits significant structural differentiation. High-end training compute in the cloud remains tight, with advanced process nodes, HBM, and packaging capacity jointly constraining delivery. Meanwhile, although edge AI has gained considerable attention, stable, scalable, and profitable business loops remain scarce. More precisely, the industry is transitioning from "who can build a Demo" to a phase of differentiation where "who can ac
October 30, 2026
Recently, Suzhou Inston Technology Co., Ltd. (hereinafter referred to as "Inston Technology") announced the completion of its Series A financing round, with investors including Addor Capital, SIMIC Capital, and Oriza Holdings joining the round. The company, established less than three years ago, currently implements a "dual-track parallel" strategy: on one hand, it leverages high-performance silicon capacitors to rapidly enter the advanced packaging market for revenue generation; on the other ha
October 30, 2026
Key Observation This Week: AI demand continues to drive capacity expansion at wafer fabs and equipment vendors, but the market is increasingly focusing on whether this expansion can be realized, if equipment supply can keep pace, and the return on AI investments. AI continues to drive investment in advanced logic, memory, testing, and packaging, but industry observation priorities are shifting from "how strong is the demand" to "how will the demand be realized": Can wafer fab expansion plans con
October 28, 2026
In October 2026, a series of benchmarks on eight mainstream AI accelerator cards revealed that the Huawei Ascend 950PR achieved a median compute utilization rate of 86.0%, ranking first. While its absolute computing power was not leading, it utilized its own hardware most efficiently. This reflects a shift in the competitive logic of AI chips: beyond comparing peak computing power, the focus is now on who can truly utilize that power. Starting from the concept of the "Roofline," this article exp
October 28, 2026
Author | ZeR0 Editor | Moying Xindongxi reported on October 26 that yesterday, Jiangsu Suzhou-based General Purpose GPU (GPGPU) company Denlin Technology passed the listing hearing of the Hong Kong Stock Exchange. Founded in November 2017, Denlin Technology relies on its proprietary GPU chip architecture, the GPU+* (Minsky) architecture (which integrates GPGPU cores, AI acceleration units, and high-bandwidth on-chip memory subsystems into a single chip via intra-chip heterogeneity). The company
October 27, 2026
In October, the domestic AI compute chip sector witnessed a surge in funding activity. Several startups announced billion-yuan-level fundraising rounds, with distinct technological focuses. Beyond general-purpose computing, differentiated paths such as processing-in-memory (PIM) and embodied intelligence have also secured sustained capital investment. Huixi Technology Secures Over CNY 2.5 Billion in Cumulative Funding This Year, Pivoting to High-Compute Chips for Embodied Intelligence On October
October 27, 2026
Author: Junxi Broadcom is arranging over USD 50 billion in financing for custom AI chips for OpenAI, with negotiations still in the early stages. Less than a week ago, a financing arrangement of up to USD 42 billion between Anthropic and Broadcom was just disclosed to pay for TPU computing power leasing. Two leading model companies, one advancing in-house development and the other expanding the leasing of custom computing power, have both linked tens of billions of dollars in financial arrangeme
October 23, 2026
On October 19, the 2026 RISC-V China Summit was held in Shenzhen. Meng Jianyi, Chief Scientist of DAMO Academy, delivered a keynote speech, introducing the latest progress of XuanTie RISC-V processors in architecture innovation, software compatibility, and ecosystem collaboration. Meanwhile, a processor product roadmap targeting autonomous driving and embodied AI was released, propelling XuanTie RISC-V into entirely new fields. Meng Jianyi pointed out, "For high-performance RISC-V to truly achie
October 22, 2026
Author: Peng Cheng In October in Shanghai, at the first-ever "Guoxin Exhibition" held during the China International Industry Fair, many people took photos of three data cards at the DF Compute booth: the world's first verification of a 3D chip cluster system, completion of training adaptation for mainstream large models in 7 days, and running through the full chain of chip-software-cluster in 24 months. Viewed individually, each is a typical launch figure. Viewed together, the three figures poi
October 22, 2026
On October 20, at the 2026 Chery Global Innovation Conference, Chery Automobile announced its strategic transition from a "traditional automaker" to an "AI-driven global intelligent technology company," and unveiled its self-developed automotive-grade chip brand—the Ziwei series, which includes SiC chips. Chery Automobile stated that its self-developed SiC chips are currently manufactured using 8-inch process technology, and next-generation products will adopt trench/super-junction processes. In
October 22, 2026
On October 19, the 6th RISC-V China Summit was held at the Shenzhen Convention and Exhibition Center. Leerui Micro, a subsidiary of ZTE Microelectronics, officially unveiled its first high-performance RISC-V CPU chip for intelligent computing centers, the "Everest 200". According to the materials released at the event, the Everest 200 features the following six major characteristics: Advanced RISC-V Architecture: Based on the latest RVA23 profile, it supports Hypervisor, AIA, CoVE, and RVV1.0 (V
October 21, 2026
On the afternoon of October 19, the RISC-V China Summit kicked off in Shenzhen. At this event, Alibaba DAMO Academy unveiled the XuanTie E908A, an automotive-grade enhanced processor, which is the first RISC-V CPU IP to simultaneously achieve ASIL-B and ASIL-D compliance. Many people immediately asked Vehicle: Does this mean Alibaba is going to make automotive chips? This article will not discuss how popular RISC-V is. Vehicle wrote about "New Opportunities for RISC-V in Automotive Electronics"
October 21, 2026
Author: Jiu Lin In 2018, a development board priced at USD 999 appeared on the hardware crowdfunding platform Crowd Supply. Named HiFive Unleashed, it was developed by the RISC-V chip company SiFive. The most prominent introduction on the project page was: the world's first RISC-V development board capable of running Linux. Looking back today, this selling point seems somewhat modest. However, for developers at the time, being able to get their hands on real hardware, run systems on it, and port
October 20, 2026
Author: Zihao Recently, AgiBot, a leading enterprise in embodied AI, has made a strategic investment in ChipV Intelligent Technology, a Tsinghua-affiliated RISC-V AI chip company. In the current industry context, this investment is not merely a capital transaction between two companies, but rather a deep binding between a leading humanoid robot OEM and a domestic underlying computing power enterprise. It also positions ChipV Intelligent Technology, which has secured a foothold in both automotive
October 19, 2026
Recently, the official website of the Shenzhen Stock Exchange showed that Giga Force Electronics Co., Ltd. (hereinafter referred to as "Giga Force") successfully passed the ChiNext IPO review. It is reported that the company plans to use CNY 923,748,800 of the raised funds for this IPO, mainly for the Pudong Technology Center project, the automotive-grade high-reliability mass production test service construction project, the chip pilot scale-up platform engineering technology R&D project, a
October 19, 2026
Author | Chen Junda Editor | Mo Ying The competition for AI computing power occurs not only within chips but also between them. No matter how high the peak computing power of a single chip is, it does not mean that a cluster composed of hundreds or thousands of chips can deliver corresponding performance. Whether data can be transmitted at high speeds and whether computing, storage, and networks can collaborate efficiently will both affect the actual performance of the entire system. As AI clust
October 16, 2026