China AI ObservatoryACM Researchprimary
Semiconductor equipment portfolio ↗
Published date not verified · Reviewed 2026-09-11
Traceable claims
Source register
Original documents, independent work, vendor studies, and reporting retain their own attribution.
Reutersreporting
Alibaba deepens AI push with new chip, bigger model; shares jump 5% ↗
Published 2026-09-22 · Reviewed 2026-09-22
Advanced Micro-Fabrication Equipment Inc. Chinaprimary
2026 half-year report ↗
Published 2026-08-20 · Reviewed 2026-09-15
Science and Technology Dailyreporting
AMEC launches six self-developed process tools at CSEAC 2026 ↗
Published 2026-09-05 · Reviewed 2026-09-13
AMECprimary
Company and equipment portfolio ↗
Published date not verified · Reviewed 2026-09-11
Zheng Yu, CUHK Shenzhenindependent
Independent Ascend deployment field study ↗
Published 2026-07-09 · Reviewed 2026-09-11
Pengcheng Laboratoryindependent
Ascend to Science: Exploration of AI Chips for Scientific Computing ↗
Published 2026-07-22 · Reviewed 2026-09-21
Huaweiprimary
Ascend hardware and software portfolio ↗
Published date not verified · Reviewed 2026-09-11
Huaweiprimary
Atlas 350 accelerator specifications ↗
Published date not verified · Reviewed 2026-09-11
Birenprimary
Biren's illustrated 2026 half-year results summary ↗
Published 2026-09-07 · Reviewed 2026-09-12
Birenprimary
Biren reports GLM-5.3-Flash inference validation on Bili 166M ↗
Published 2026-09-07 · Reviewed 2026-09-12
Birenprimary
Biren and Shanghai University establish a joint intelligent-chip laboratory ↗
Published 2026-09-10 · Reviewed 2026-09-12
Birenprimary
Biren announces TorchSUPA PyTorch backend at ecosystem meetup ↗
Published 2026-09-07 · Reviewed 2026-09-14
Birenprimary
GPU company portfolio ↗
Published date not verified · Reviewed 2026-09-11
Cambriconprimary
MLU and NeuWare portfolio ↗
Published date not verified · Reviewed 2026-09-11
National Business Dailyreporting
CIOE field report on optical-module shipment ramps and supply constraints ↗
Published 2026-09-11 · Reviewed 2026-09-12
CIOMP / CASprimary
Institute research ↗
Published date not verified · Reviewed 2026-09-11
Huawei / SiliconFlowvendor-study
Serving LLMs on Huawei CloudMatrix384 ↗
Published 2025-06-15 · Reviewed 2026-09-11
SemiAnalysisindependent
CloudMatrix384 and GB200 system comparison ↗
Published date not verified · Reviewed 2026-09-11
Reutersreporting
China's CXMT says new memory-chip platform enters mass production ↗
Published 2026-09-20 · Reviewed 2026-09-20
The Informationreporting
CXMT’s reported HBM3E progress ↗
Published 2026-08-31 · Reviewed 2026-09-11
Reutersreporting
CXMT prepares NAND research line as memory shortage persists ↗
Published 2026-09-18 · Reviewed 2026-09-18
CXMTprimary
DRAM portfolio ↗
Published date not verified · Reviewed 2026-09-11
Financial Timesreporting
Huawei and the domestic lithography supply chain ↗
Published 2026-09-08 · Reviewed 2026-09-11
Reutersreporting
Initial domestic immersion DUV production ↗
Published 2026-07-28 · Reviewed 2026-09-11
Empyreanprimary
EDA portfolio ↗
Published date not verified · Reviewed 2026-09-13
Reutersreporting
Enflame’s Shanghai listing ↗
Published 2026-09-11 · Reviewed 2026-09-12
TechInsightsindependent
Enflame S60 compute-chiplet analysis ↗
Published 2026-02-03 · Reviewed 2026-09-11
Eoptolink / Broadcomprimary
1.6T transceivers using Broadcom DSPs ↗
Published 2026-03-11 · Reviewed 2026-09-11
ChinaChipChat_ / Reddit r/ECEindependent
Teardown of an Eoptolink 400G DR4+2km optical transceiver ↗
Published 2026-09-19 · Reviewed 2026-09-19
Eoptolinkprimary
Optical networking portfolio ↗
Published date not verified · Reviewed 2026-09-11
Reutersreporting
China’s EUV prototype program ↗
Published 2025-12-17 · Reviewed 2026-09-11
NVIDIAprimary
GB300 NVL72 specifications ↗
Published date not verified · Reviewed 2026-09-11
Beijing Guowangprimary
Optical-system patent ↗
Published date not verified · Reviewed 2026-09-14
H3Cprimary
H3C presents open AI-infrastructure and DDC deployment work at ODX 2026 ↗
Published 2026-09-04 · Reviewed 2026-09-14
H3Cprimary
Data-center networking portfolio ↗
Published date not verified · Reviewed 2026-09-14
Reutersreporting
HBM shortages raise Chinese accelerator prices ↗
Published 2026-09-10 · Reviewed 2026-09-11
Huaweivendor-study
HiFloat4 language-model pretraining study ↗
Published 2026-04-09 · Reviewed 2026-09-11
Huaweiprimary
Huawei and China Unicom deepen cooperation around Ascend infrastructure ↗
Published 2026-09-10 · Reviewed 2026-09-17
Reutersreporting
Huawei says AI chip demand outstrips supply and details its accelerator roadmap ↗
Published 2026-09-17 · Reviewed 2026-09-18
SEMI Chinareporting
Hwatsing panel-level CMP system enters a production line ↗
Published 2026-09-09 · Reviewed 2026-09-14
Hwatsingprimary
CMP and related process equipment ↗
Published date not verified · Reviewed 2026-09-14
Iluvatar CoreXprimary
Compute platform portfolio ↗
Published date not verified · Reviewed 2026-09-15
SemiAnalysisindependent
Continuous inference benchmark dashboard ↗
Published date not verified · Reviewed 2026-09-22
InnoLightprimary
Optical networking portfolio ↗
Published date not verified · Reviewed 2026-09-11
JCET Groupprimary
2026 half-year report ↗
Published 2026-08-21 · Reviewed 2026-09-15
JCET research teamprimary
XDFOI packaging manufacturability research ↗
Published date not verified · Reviewed 2026-09-11
Kingsemiprimary
Coating and developing equipment ↗
Published date not verified · Reviewed 2026-09-15
Kunlunxinprimary
Kunlunxin and FlagOS complete MiniCPM5-2B deployment adaptation ↗
Published 2026-09-10 · Reviewed 2026-09-16
Kunlunxinprimary
AI accelerator portfolio ↗
Published date not verified · Reviewed 2026-09-16
Reutersreporting
China's Ligent jumps 19% in Hong Kong debut as AI demand draws investors ↗
Published 2026-09-22 · Reviewed 2026-09-22
Ligent Technologiesprimary
Ligent Technologies high-speed optical product portfolio ↗
Published date not verified · Reviewed 2026-09-22
Reutersreporting
Zhenwu M890 announcement ↗
Published 2026-05-20 · Reviewed 2026-09-19
MetaXprimary
MetaX reports ATRIA Dawn Preview Day-0 adaptation ↗
Published 2026-09-14 · Reviewed 2026-09-16
AMDprimary
MI355X specifications ↗
Published date not verified · Reviewed 2026-09-11
MLCommonsstandardized
MLPerf Inference v6.0 submissions ↗
Published date not verified · Reviewed 2026-09-22
MLCommonsstandardized
MLPerf Training v6.0 submissions ↗
Published date not verified · Reviewed 2026-09-22
Moore Threadsprimary
2026 half-year report ↗
Published 2026-08-10 · Reviewed 2026-09-16
Moore Threadsprimary
JD Cloud and Moore Threads announce planned 100,000-GPU cluster ↗
Published 2026-09-09 · Reviewed 2026-09-16
Moore Threadsprimary
GPU and MUSA portfolio ↗
Published date not verified · Reviewed 2026-09-16
NAURA Technology Groupprimary
2026 half-year report ↗
Published 2026-08-26 · Reviewed 2026-09-15
NAURAprimary
Process equipment portfolio ↗
Published date not verified · Reviewed 2026-09-11
PyTorch Foundationprimary
Cambricon joins the PyTorch Foundation as a Platinum member ↗
Published 2026-09-07 · Reviewed 2026-09-13
PyTorch Foundationprimary
PyTorch Conference China 2026 advances the open-source AI stack ↗
Published 2026-09-09 · Reviewed 2026-09-13
SIOM / CASprimary
Laser and optics research ↗
Published date not verified · Reviewed 2026-09-11
Skyverseprimary
Inspection and metrology portfolio ↗
Published date not verified · Reviewed 2026-09-17
SMEEprimary
Lithography equipment portfolio ↗
Published date not verified · Reviewed 2026-09-18
TechInsightsindependent
SMIC N+3 process analysis ↗
Published 2025-12-11 · Reviewed 2026-09-11
Alibaba T-Headprimary
T-Head chip portfolio ↗
Published date not verified · Reviewed 2026-09-19
Google Cloudprimary
TPU7x Ironwood specifications ↗
Published date not verified · Reviewed 2026-09-11
TSMCprimary
Foundry process portfolio ↗
Published date not verified · Reviewed 2026-09-11
YMTCprimary
NAND and enterprise storage portfolio ↗
Published date not verified · Reviewed 2026-09-11