EN / 中文
  • Interpretation of RISC-V Commercial Milestone: Three Growth Curves Seize Computing Opportunities in Agent AI Era

    Author: Jiu Lin On October 9, at the HKEX. Wang Dongsheng took the stage to ring the bell once again. This marks Wang Dongsheng's third IPO in his career, following BOE and Xi'an Yicai. This time, standing behind him is ESWIN Computing. Just a year ago, Xi'an Yicai, a silicon material enterprise under ESWIN Group, was listed on the SSE STAR Market. From BOE to ESWIN Material, and then to ESWIN Computing, Wang Dongsheng has spent over three decades extending his business from semiconductor displa

    October 14, 2026

    Interpretation of RISC-V Commercial Milestone: Three Growth Curves Seize Computing Opportunities in Agent AI Era
  • Taiyi Liangsheng Bags New Pre‑A Funding, Raising Over CNY 1B in 8 Months

    Author | Cui Yuanwei Editor | Chen Junda According to a report from XinDongXi on October 10, today, Shanghai quantum computing startup Taiyi Liangsheng Quantum Technology Co., Ltd. announced the completion of a new Pre-A round of financing totaling hundreds of millions of CNY. Taiyi Liangsheng disclosed that the company has raised a cumulative total of over 1 billion CNY in just over 8 months since its establishment. In this round of financing, new investors including Jinqiu Fund (founded by the

    October 13, 2026

    Taiyi Liangsheng Bags New Pre‑A Funding, Raising Over CNY 1B in 8 Months
  • The First Global RISC‑V Stock Lists on HKEX: ESWIN Computing Falls Below Issue Price on Debut, Racing Against Cash Flow Amid R&D Contraction

    On October 9, ESWIN Computing Technology Co., Ltd. officially listed on the Main Board of The Stock Exchange of Hong Kong Limited, being called by the market as the true "first RISC-V stock" in the global capital market. This global offering involved approximately 1.617 billion H-shares at an issue price of HKD 1.55 per share, raising a total of approximately HKD 2.507 billion, with net proceeds of HKD 2.386 billion. The funds are primarily intended for iterative R&D of chip products, upgrad

    October 12, 2026

    The First Global RISC‑V Stock Lists on HKEX: ESWIN Computing Falls Below Issue Price on Debut, Racing Against Cash Flow Amid R&D Contraction
  • The First Pure RISC-V Chip Public Company Enters AI Inference Era

    On October 9, ESWIN Computing was listed on the Main Board of the Hong Kong Stock Exchange, becoming the capital market's first "pure" RISC-V chip investment target. Since its invention in 2010, the technical advantages and application prospects of RISC-V have been verified. With over 25 billion core shipments (data from RISC-V International) and approximately 6.9 billion SoC (System on Chip) shipments in 2025 (data from SHD Group), it has joined the ranks of the world's mainstream computing arc

    October 12, 2026

    The First Pure RISC-V Chip Public Company Enters AI Inference Era
  • Beyond Traditional Semiconductor Cycles: The AI Capex Supercycle and Structural Risks in 2026

    In 2026, the semiconductor industry is at the intersection of the "trillion-dollar inflection point" and the "post-Moore era." Deloitte's 2026 Global Semiconductor Industry Trends Report projects that global semiconductor sales will reach USD 975 billion in 2026, with generative AI chip revenue approaching USD 500 billion, accounting for nearly half of global chip sales; however, AI chip production is less than 20 million units, representing only 0.2% of total sales volume. A single NVIDIA B200

    October 12, 2026

    Beyond Traditional Semiconductor Cycles: The AI Capex Supercycle and Structural Risks in 2026
  • SpacemiT K1 & K3 RISC‑V AI CPU: Breakthroughs for Humanoid and Embodied Intelligence Robots

    Introduction Imagine equipping an intelligent robot with a "brain." It not only requires millisecond-level precise control of its muscles (joint motors) and real-time perception of the surrounding environment, but also needs to smoothly run AI large models with tens of billions of parameters locally—what kind of chip architecture would this require? In the past, this field was almost monopolized by NVIDIA's closed-loop GPU ecosystem. Today, however, domestic chips based on the open-source RISC-V

    October 12, 2026

    SpacemiT K1 & K3 RISC‑V AI CPU: Breakthroughs for Humanoid and Embodied Intelligence Robots
  • Three Large‑Scale GPU Procurement Deals: Decoding Aoni Dianzi’s End‑Edge‑Cloud Commercialization Roadmap

    Author | ZeR0 Editor | Moying XinDongXi reported on October 8 that on September 30, Aoni Dianzi, a Shenzhen-based audio and video intelligent terminal supplier and original manufacturer of AI inference computing power servers, issued an announcement stating that its wholly-owned subsidiary Aoni Zhineng signed a procurement contract with Company C to purchase GPU computing power card products, with a total contract amount of 1.821 billion CNY (tax inclusive). Within the 8 days prior to this, Aoni

    October 12, 2026

    Three Large‑Scale GPU Procurement Deals: Decoding Aoni Dianzi’s End‑Edge‑Cloud Commercialization Roadmap
  • Hong‑Kong’s First RISC‑V Chip Stock: ESWIN Computing Lists on HKEX, Computing‑Chip Revenue Share Rises Rapidly

    Author | ZeR0 Editor | Mo Ying Wang Dongsheng, founder of BOE, has just secured another semiconductor IPO. As reported by Chip Insights on October 9, today, Beijing RISC-V chip product provider ESWIN Computing rang the bell to list on the Hong Kong Stock Exchange, becoming the "first RISC-V stock" on the Hong Kong market. Its offering price was HKD 1.55 per share (approximately CNY 1.32), and the opening price fell to HKD 1.54 per share (approximately CNY 1.31). As of 9:45, the stock price reach

    October 10, 2026

    Hong‑Kong’s First RISC‑V Chip Stock: ESWIN Computing Lists on HKEX, Computing‑Chip Revenue Share Rises Rapidly
  • The First RISC-V Stock Goes Public: Human-Machine Interaction Chips Lead Domestic Market, AI SoC Drives Business Structure Transformation

    On the morning of October 9, Beijing ESWIN Computing Technology Co., Ltd. (01256.HK, referred to as "ESWIN Computing") was officially listed on the Main Board of the Hong Kong Stock Exchange (HKEX). The offering price was HKD 1.55, and it opened at HKD 1.540. The stock price fell below the offering price during the trading session, but as of press time, it had risen to HKD 1.605, with a total market capitalization of HKD 35.372 billion. Against the backdrop of new shares on the A-share SSE STAR

    October 10, 2026

    The First RISC-V Stock Goes Public: Human-Machine Interaction Chips Lead Domestic Market, AI SoC Drives Business Structure Transformation
  • Agentic EDA & 3DIC Physical Design: Univista Builds Domestic Chip Design Tool Chain

    01. Company Profile Shanghai UniVista Industrial Software Group Co., Ltd. (hereinafter referred to as "Univista"), founded in 2020 and headquartered in Shanghai, is a platform-based enterprise in the field of domestic digital chip EDA tools and high-speed interface IP. Taking EDA and IP as its primary breakthrough directions, the company's products cover digital chip verification, digital back-end design, system-level EDA, and high-speed interface IP, providing semiconductor enterprises with pre

    October 10, 2026

    Agentic EDA & 3DIC Physical Design: Univista Builds Domestic Chip Design Tool Chain
  • Biren Tech Raises HKD4.04bn via H-share Placement; New-Gen GPGPU Chips Successfully Lit Up

    Author | Cui Yuanwei Editor | Chen Junda According to a report by Xindongxi on October 8, domestic GPGPU manufacturer Biren Keji announced today the placement of 130 million new H shares. The gross proceeds from the placement amount to approximately HKD 4.04 billion (approximately CNY 3.717 billion), with net proceeds of approximately HKD 4.02 billion (approximately CNY 3.698 billion). The announcement simultaneously disclosed that its new-generation products have been successfully lit up, accel

    October 9, 2026

    Biren Tech Raises HKD4.04bn via H-share Placement; New-Gen GPGPU Chips Successfully Lit Up
  • TsingMicro Establishes Shanghai Platform and Joint Venture for Ten-thousand-card Intelligent Computing Cluster

    Recently, Beijing TsingMicro Intelligent Technology Co., Ltd. (hereinafter referred to as "TsingMicro"), a leading domestic enterprise in reconfigurable computing chips, has wholly established Shanghai Zhisan Qingxin Information Technology Co., Ltd. (hereinafter referred to as "Shanghai Zhisan Qingxin") in Xuhui District, Shanghai. The new company has a registered capital of CNY 10 million, with Li Xiudong serving as the legal representative. According to business registration information, the b

    October 8, 2026

    TsingMicro Establishes Shanghai Platform and Joint Venture for Ten-thousand-card Intelligent Computing Cluster
  • Betting on the Person and the Track: The Industrial Logic Behind Jiuwanli’s Lightning Financing

    Registered in Shenzhen in May 2026, by mid-September, Jiuwanli Future Technology completed its seed and angel rounds in just four months, with a cumulative amount exceeding 100 million USD. The investor list practically gathers the bellwethers of domestic semiconductor investment: Sequoia China, Lanchi Ventures, Lenovo Capital, Huaye Tiancheng, as well as professional funds like Huadeng High-Tech, Wuyuefeng Capital, and CAS Star, with Gaoqi Capital serving as the exclusive financial advisor. The

    October 8, 2026

    Betting on the Person and the Track: The Industrial Logic Behind Jiuwanli’s Lightning Financing
  • 417% Demand Growth vs 128% Supply Growth: The Upward Price Cycle of AI Computing Power Rental

    In mid-September, cloud computing service provider Nebius issued a price adjustment notice to its customers, planning to raise the on-demand rental rates for major NVIDIA GPUs starting October 1: the H100 from $3.85 to $4.50 per hour, the H200 from $4.50 to $5.40, the B200 from $7.15 to $8.50, and the B300 from $7.85 to $9.50, representing an increase of approximately 17% to 21% in this round. This marks the company's second comprehensive increase in on-demand pricing this year. Calculated based

    October 8, 2026

    417% Demand Growth vs 128% Supply Growth: The Upward Price Cycle of AI Computing Power Rental
  • The Time War of Chip R&D: Cutting Waiting Time to Break China’s Semiconductor Cycle of "Introduce and Fall Behind"

    At 2:00 AM, the lights are still on in a meeting room of a chip company in Zhangjiang. On the screen, a regression verification task has been queued for four hours: EDA licenses are fully occupied, the read/write speed of the storage array is approaching its limit, and dozens of servers are idling while waiting for data. The engineer stares at the progress bar; what they fear most is not an error message, but "waiting another three hours." Because in three hours, another batch of simulation task

    September 30, 2026

    The Time War of Chip R&D: Cutting Waiting Time to Break China’s Semiconductor Cycle of "Introduce and Fall Behind"
  • China’s WiFi FEM Track Consolidates: Brand Trust Becomes the Core Survival Factor for Unlisted Chip Firms

    Year after year, the elimination competition in China's chip design industry continues, and the landscape remains unsettled. Last week, I visited a networking client who mentioned that three years ago, at least a dozen companies manufacturing WiFi FEMs (Front-End Modules) approached him. This year, only six or seven remain. My assessment is that in the future, there will be no more than four domestic WiFi FEM manufacturers in the networking router market. Similarly, the head of RF R&D at ano

    September 29, 2026

    China’s WiFi FEM Track Consolidates: Brand Trust Becomes the Core Survival Factor for Unlisted Chip Firms
  • T-Head’s Eight-Year Journey: From Internet Chip Hobby to Full-Stack AI Computing System

    In September 2018, at the Apsara Conference in Hangzhou, Alibaba announced the establishment of a chip company named T-Head. The name is said to originate from an African trip taken by the man himself. To be honest, not many people in the industry were optimistic at the time. An internet company making chips sounded a bit like a cross-over hobby project. The chip industry is notoriously slow, requiring long development cycles and heavy capital investment, while also demanding acceptance of a hig

    September 28, 2026

    T-Head’s Eight-Year Journey: From Internet Chip Hobby to Full-Stack AI Computing System
  • Apple Evaluates AI Inference Servers: The New Battlefield of Accelerator Interconnect Architecture

    Author: Junxi Recently, Apple was reported to be evaluating a return to the commercial server market, with proposed products targeting AI inference, considering the use of its in-house M-series chips, and evaluating the introduction of NVIDIA's NVLink Fusion interconnect technology. Apple has previously used its self-developed chips for private cloud computing to handle cloud tasks for Apple Intelligence. If it sells servers to external customers, the products will need to enter other enterprise

    September 28, 2026

    Apple Evaluates AI Inference Servers: The New Battlefield of Accelerator Interconnect Architecture
  • Aowei Lingxin Secures Over CNY 200M Pre-A+ Round: RISC-V+DSA Heterogeneous Chips Target Private AI Inference

    In late September, Shenzhen Aowei Lingxin Technology Co., Ltd. (hereinafter referred to as "Aowei Lingxin") completed the full closing of its Pre-A+ round, with the amount exceeding CNY 200 million. Combined with the Pre-A round previously led by Longgang Financial Holdings together with its sub-fund Chuangdongfang Investment, the total scale of the company's Pre-A and Pre-A+ financing rounds has exceeded CNY 300 million. Let's look at the capital structure: Su Venture Capital, Guoxin Guozheng,

    September 28, 2026

    Aowei Lingxin Secures Over CNY 200M Pre-A+ Round: RISC-V+DSA Heterogeneous Chips Target Private AI Inference
  • 2026 Apsara Conference: Alibaba Unveils Three Cornerstones — AI Models, Chips and Cloud, With Over A Dozen New Products

    Author | Li Shuiqing, Editor | Xin Yuan Reporting from Hangzhou on September 22, Zhidx reported that today, at the 2026 Apsara Conference, Alibaba Group CEO Eddie Wu announced a series of achievements by Alibaba in three major fields: AI models, AI chips, and AI Cloud, covering more than a dozen new products. In terms of AI chips, Alibaba's T-Head launched the Zhenwu V900, which delivers three times the computing power of the Zhenwu M890. A single cluster can scale up to 500,000 cards and is exp

    September 26, 2026

    2026 Apsara Conference: Alibaba Unveils Three Cornerstones — AI Models, Chips and Cloud, With Over A Dozen New Products

loading...