Will the USA's chip restrictions on China have the opposite effect? Experts: Chinese manufacturers such as Huawei will benefit!

① Experts point out that the USA's suppression policy against China's chip industry may backfire, providing development opportunities for domestic Chinese chip manufacturers. ② It is reported that Huawei's latest Ascend 920 AI Chip is expected to go into mass production in the second half of 2025, and experts indicate it is already capable of replacing NVIDIA's H20 chip.

cls.cnApr 21 16:11

Jensen Huang has concluded his trip to China, and sources say he did not meet with DeepSeek during the entire visit.

NVIDIA CEO Jensen Huang has concluded his visit to China. Regarding the highly anticipated question of whether Huang met with DeepSeek founder Liang Wenfeng, sources familiar with the details of Huang's trip to China have confirmed that Huang did not meet with DeepSeek at any point.

TMTPost NewsApr 19 11:28

SMART-CORE: 2024 ANNUAL REPORT

HKEXApr 17 17:07 · Announcements

The "Origin Certification" accelerates the localization of Semiconductors, with Analog Chips leading the breakthrough; the leading stocks have surged nearly 30% this week.

①HTSC pointed out that as demand from clients in the Autos, Industry and other sectors gradually recovers, the Analog Chip Industry is entering a stage of mergers and acquisitions; ②Tianfeng believes that the Analog Chip, due to its characteristics of 'narrowing technology gap + low domestic production rate', has become a core breakthrough direction.

cls.cnApr 17 15:18

Hong Kong stock Concept tracking | The supply and demand in China's Semiconductors market has been rebalanced, benefiting leading chip companies (with related stocks attached).

In the long term, the manufacturing landscape of Consumer Electronics in "China + N" remains attractive.

Zhitong FinanceApr 17 10:46

China International Capital Corporation: What is the impact of external tariffs on the Technology Hardware Industry?

China International Capital Corporation believes that the uncertainty of external tariffs does not change the essence of Operation at the industry level and the core competitiveness of enterprises. Considering the lengthy and complex characteristics of the electronic manufacturing Industry Chain, the Global Consumer Electronics industry's manufacturing pattern is unlikely to fully relocate to the USA in the short term. In the long run, the "China + N" manufacturing pattern for Consumer Electronics still holds appeal.

China Gold Insights.Apr 17 09:34