On 11 September, Enflame listed on the STAR Market, jumping 179.22 per cent on debut to a RMB 170.8 billion market cap. With Moorc and Muxi on the STAR Market and Biren in Hong Kong, China’s GPU “four dragons” have all reached public markets, worth about RMB 613.2 billion combined. It is a milestone for … Read more
A wave of safety warnings from leading artificial-intelligence labs, together with OpenAI’s decision to shelve its IPO this year, pushed markets to price in a simple equation: slower frontier-model iteration means weaker chip demand. On Monday the selling swept Asia, Europe and the Americas, and early tallies put the market value wiped from the global … Read more
China built 34.53 million vehicles in 2025, the 17th year it has led the world, with new-energy output up 29 per cent year on year. The more consequential contest, though, is the silicon behind the wheel. Horizon Robotics says its Journey series of autonomous-driving chips has now passed 15 million units shipped, and the pace … Read more
As smart terminals race toward agentic AI, more functions run efficiently and safely on device. An agent can run dozens or hundreds of steps from one sentence, or act before you speak by sensing context and memory. That experience rests on the silicon, and the agent trend is pushing chips to evolve: more performance, less … Read more
Picture a robot watering flowers in order, holding the spout a few centimetres above each bloom. Getting that right is easy for people and hard for general AI, and a Chinese team behind RoboTracer argues the problem is how vision models represent space. Why general models get lost in 3D RoboTracer drops XYZ coordinates in … Read more
Zhidx reported on 9 September that Hangzhou three-dimensional compute-in-memory AI chip firm Weina Hexin has closed a RMB 1 billion C1 round and will soon reach scaled commercialisation and mass production, joining the first group of three-dimensional compute-in-memory AI chip companies worldwide to do so. Weina Hexin 3D compute-in-memory AI inference chip. (Source: Zhidx) The … Read more
What compute base does personal AI actually need? As phones start to understand intent, call tools and complete tasks continuously, the platform must support a full personal-AI experience, not one model inference. At Arm Everywhere China 2026, Arm released its latest CSS for Mobile 2, where AI plays two roles in the new phone compute … Read more
Demand for desktop AI compute among professional users is growing exponentially, from local large-model fine-tuning and inference to generative-AI design, data-science mining and 3D simulation modelling. Traditional desktop GPUs are bottlenecked by memory capacity, AI compute throughput and multi-task parallelism, and cannot fit the increasingly complex desktop AI-development and professional-visual-computing scenarios. NVIDIA RTX PRO desktop … Read more
China sits at the pivot from manufacturing giant to smart-manufacturing power, and industrial software, CAE simulation, fluid compute and electromagnetic EDA, is the bridge. Domestic industrial software has advanced fast in algorithms and physics modelling toward self-reliance, yet in aerospace, chip design and energy exploration it hits one core bottleneck: not enough speed, it runs … Read more
Jieluo Intelligent Equipment (Suzhou) recently held a ground-breaking for its headquarters project in Wuzhong district. The site covers 42.5 mu, about 70,000 square metres, with total investment of RMB 1.2 billion, building a headquarters base to make 2,000 rail-free navigation robots (AMRs) and 500 wafer-smart-storage units a year, pitched at RMB 2.5 billion in annual … Read more