China's Chip Boom Defies US Curbs as Cambricon Revenue Soars 453% - Seoul Economic Daily

Seoul Economic Daily

China's homegrown silicon suppliers gain traction as Nvidia struggles to get its chips into the market — Huawei, Cambricon and more step up to fill crucial market gap - Tom's Hardware

Tom's Hardware

Nvidia Sees $1T in AI Orders by 2027, but Most U.S. Investors Can’t Own the Chinese Suppliers Behind 60% of Its Optical Modules

GTC 2026 wrapped up this week and there's an angle here that I think deserves more attention from an investment perspective than it's getting. Jensen Huang projected $1 trillion in combined Blackwell and Vera Rubin orders through 2027, doubling the $500 billion figure from last year. Goldman reiterated Buy immediately. The Vera Rubin platform is a genuine generational jump: the Rubin GPU has 336 billion transistors on TSMC 3nm, 50 petaflops of FP4 per chip, and the full POD reaches 60 exaflops.

Chinese AI Chip Giant Cambricon Posts First Annual Profit - Yicai Global

Yicai Global

Cambricon to pay maiden dividend after turning profitable in 2025 - scmp.com

scmp.com