{"id":111135,"date":"2025-08-26T11:29:09","date_gmt":"2025-08-26T11:29:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/111135\/"},"modified":"2025-08-26T11:29:09","modified_gmt":"2025-08-26T11:29:09","slug":"meet-cambricon-how-2-genius-brothers-created-chinas-potential-rival-to-nvidia","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/111135\/","title":{"rendered":"Meet Cambricon: how 2 \u2018genius brothers\u2019 created China\u2019s potential rival to Nvidia"},"content":{"rendered":"<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">The hottest company in China right now is Cambricon Technologies, an artificial intelligence chipmaker whose stock has surged about 10-fold over the past two years, driven by expectations that it could be a serious challenger to Nvidia in the mainland market.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">The frenzy over Cambricon, whose stock is trading at an eye-watering trailing 12-month price-to-earnings ratio above 4,000 \u2013 compared to under 60 for Nvidia \u2013 reflects a growing belief in China that the country is on a path to develop an AI ecosystem independent from US hardware.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">Chinese model developer DeepSeek\u2019s recent suggestion that the country\u2019s \u201cnext-generation home-grown AI chips\u201d were just around the corner has ignited enthusiasm about Cambricon\u2019s prospects, analysts said.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">\u201cThe rapid surge in Cambricon\u2019s valuation reflects not just its recent growth but also heavy anticipation of future potential,\u201d said Ray Wang, research director with a focus on the global semiconductor industry at Futurum Group. \u201cThis optimism is largely driven by regulatory and geopolitical shifts, strong domestic AI demand, and the latest DeepSeek optimisations for local hardware.\u201d<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">The company\u2019s core business is the development and design of AI chips for cloud servers, edge devices and terminals, as well as data-centre clusters. Cambricon is reportedly developing its flagship Siyuan 690, set to succeed the Siyuan 590 series launched in 2023. The new chip is expected to approach the capabilities of Nvidia\u2019s H100.<\/p>\n<p><img decoding=\"async\" alt=\"An undated photo of Cambricon founders Chen Tianjin (left) and Chen Tianshi. Photo: Handout\" data-qa=\"BaseImage-handleRenderImage-StyledImage\" class=\"e1gf69pb2 css-6ikqhs e445x7d0\" loading=\"lazy\" src=\"https:\/\/www.newsbeep.com\/us\/wp-content\/uploads\/2025\/08\/7b20083e-5941-4ec5-be83-08dcde663276_5e612bf4.jpg\" title=\"An undated photo of Cambricon founders Chen Tianjin (left) and Chen Tianshi. Photo: Handout\"\/>An undated photo of Cambricon founders Chen Tianjin (left) and Chen Tianshi. Photo: Handout<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">Cambricon was founded in 2016 by two brothers, Chen Yunji and Chen Tianshi, who are now 42 and 40 years old, respectively. Born in Nanchang, the capital of Jiangxi province, they both went on to work at the Chinese Academy of Sciences (CAS), the country\u2019s top science research agency.<\/p>\n","protected":false},"excerpt":{"rendered":"The hottest company in China right now is Cambricon Technologies, an artificial intelligence chipmaker whose stock has surged&hellip;\n","protected":false},"author":2,"featured_media":111136,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[182,36551,181,507,72798,550,72800,72801,72797,72802,144,72799,18732,28222,72803,4115,4321,4633,74,18312,25],"class_list":{"0":"post-111135","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-ai-chips","10":"tag-artificial-intelligence","11":"tag-artificialintelligence","12":"tag-asplos","13":"tag-beijing","14":"tag-cambricon","15":"tag-cas","16":"tag-chen-tianshi","17":"tag-chen-yunji","18":"tag-china","19":"tag-china-science-daily","20":"tag-deepseek","21":"tag-goldman-sachs","22":"tag-guosen-securities","23":"tag-intel","24":"tag-nvidia","25":"tag-shanghai","26":"tag-technology","27":"tag-tsmc","28":"tag-us"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/111135","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=111135"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/111135\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/111136"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=111135"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=111135"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=111135"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}