According to the report of China Media Group, the Chinese artificial intelligence (AI) chip designer Cambrian's stock price hit a new high on the morning of the 22nd, breaking through 1,100 yuan (RMB, the same below), reaching a maximum of 1,188...
According to the report of China Media Group, the Chinese artificial intelligence (AI) chip designer Cambrian's stock price hit a new high on the morning of the 22nd, breaking through 1,100 yuan (RMB, the same below), reaching a maximum of 1,188 yuan, nearly 15%, with a market value of over 49 billion yuan, surpassing SMIC International and ranking first in the Science and Technology Innovation Board. As of the closing of the afternoon, SMIC closed at 98.59 yuan, up 8.28%; Cambrian closed at 1,164.45 yuan, up 12.4%. Cambrian opened in the afternoon and continued to rise, breaking through 1,200 yuan.
On the news side, technology media The Information quoted sources as saying that NVIDIA (Nvidia) instructed parts suppliers such as Samsung Electronics and Amkor Technology to stop production related to H20 chips. The report pointed out that NVIDIA issued the aforementioned directive after China urged its domestic companies to avoid using H20. Regarding the recent market booming, the Chinese government has taken measures to restrict its domestic companies from purchasing NVIDIA's H20 chips. The British Financial Times quoted several insiders as reporting that the reason why the Chinese Internet Information Office, the Development and Reform Commission and the Ministry of Industry and Information Technology took action was because US Secretary of Commerce Howard Lutnick's comments on chip exports were considered "insulting" by Chinese officials.
In addition, DeepSeek mentioned in the article releasing DeepSeek-V3.1 that the V3.1 model adopts the UE8M0 FP8 precision format, and UE8M0 FP8 is a next-generation Chinese-made chip design to be released soon. China CITIC Securities believes that AI will still be the biggest driving force for the upward growth of semiconductor industry. On the one hand, the demand for cloud AI continues, and on the other hand, the end AI application is expected to be implemented at an accelerated pace. The benefit of Chinese semiconductor manufacturers in the process of continuing the development of AI industry is expected to significantly improve.
Extended reading: Financial Times: China's high-level report that the U.S. Commerce Minister is too bullying and returns to buy H20 The US humiliation made China unhappy, NVIDIA notified Amkor and Samsung to suspend H20 production China prohibits enterprises from purchasing H20 chips, Huang Renfeng suddenly visits Taiwan Solid Rubin Stable NVIDIA operation
