The flag of China and a lot of electronic components (photo danciaba, dreamstime.com)
China and the US compete in many fields, there are serious commercial tensions between the two giants, and the AI becomes more important for each of the two countries. The Chinese bet on tripling the production of processor for AI applications, and new giant companies could be born.
Beijing competes with the US for the development of the most advanced technologies of AI, and processors are the key to the rapid advance. The Chinese want to make huge jumps, and their plan is to triple in 2026 the national processor production for artificial intelligence applications, writes Financial Times.
To get so far from the development of the Huawei company, but other names have the chance to become mega-financiers: Cambricon, Metax and Biren.
Huawei wants to open a factory at the end of 2025 and two other processor factories could start in 2026, writes the publication. Huawei has not confirmed the information.
The processors are at the center of commercial tensions between Beijing and Washington. The US has restricted access to the top processors produced by the Global NVIDIA leader, trying to brake China's efforts to develop performing AI applications. It is complicated to develop and produce ultra-performing processors, but the Chinese state has a high budget for these initiatives that it considers to be essential.
The largest Chinese chief manufacturer is SMIC (Manufacturing International Corporation).
The Chinese companies that have developed applications of AI have been used mainly by NVIDIA chips, but access to them was limited. The future Chinese processors must be better and more efficient. Americans and Taiwanese have more know-how, manufacturing technology is superior and the ecosystem and software standard also matter.
But China has resources and “comes loud”. Beijing offers significant political and financial support to accelerate the development of AI CIPs. The Chinese state council has recently called for a greater adoption in the country, as well as “the integrated and coordinated development of the research and development of AI -based technologies”.
Cambricon, a company listed in Shanghai, received allocations of about $ 600 million this year and its future is very good.
Four Chinese chinese manufacturers of smaller chips, including Biren and Metax, intend to listen to the stock market by the end of this year, after they have attracted about $ 3 billion in the pre-List financing rounds.
