Lates News

date
28/01/2026
Under the strict export control of chips, the process of domestic data center AI chip independentization is accelerating. Currently, domestic AI chips include more than ten brands such as Huawei Ascend, Baidu Kunlun, Ali Pingtouge, and Cambricon. According to multiple surveys, at least nine Chinese AI chip companies have shipped or ordered more than 10,000 cards. Among them, companies backed by tech giants such as Huawei Ascend and Baidu Kunlun also include Cambricon, Mu Xi, Tianshu Zhixin, Suiyuan Technology, and other AI chip companies that are listed or about to be listed, and even early-stage non-listed companies such as Sunrise and Clearwink Intelligent. The cumulative shipment volume of large-scale AI chip companies has reached the level of 100,000 cards. Smaller AI chip companies such as Sunrise and Clearwink Intelligent have shipment or order sizes exceeding 10,000 cards by 2025. The current unit price of domestic inference AI chips is about 30,000 to 200,000 yuan per card. Achieving a shipment or order volume of tens of thousands of cards means that domestic AI chips have a certain level of market recognition in terms of performance, stability, and total ownership cost. It is not just about scale competition, but also a more comprehensive competition around stability, software ecosystem, and commercialized services. (Finance and Economics).