Chinese contentSemiAnalysis 播客拆解 GLM 5.3：后训练提升与国产芯片全栈适配
SemiAnalysis 这期播客把 GLM 5.3 拆得很细：架构没动全靠后训练，还从第一天就适配七大国产芯片，安全攻防圈都在拿它替代闭源模型。
Cambricon寒武纪
China·Beijing
Chinese AI chips
What they do
Founded in Beijing in 2016, Cambricon designs cloud and edge AI chips (the MLU series) and listed on Shanghai's STAR Market in 2020.
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Chinese contentGeneralistAI 发布通用机器人大脑，瞄准数十亿台机器人
GeneralistAI 刚宣布要做通用机器人大脑，想给各行业几千家机器人公司的各种形态机器人都装上同一个智能内核。
Chinese contentIDC：英伟达在华 AI 芯片份额降至 34%，华为升至 28%
英伟达在华份额掉到 34%，华为半年出货 57.2 万颗追到 28%，还有平头哥、寒武纪的具体数据，看国产芯片替代进度这份报告很直观。
IT之家Source
China AI chipmakers' homegrown interconnect scorecard
For those interested in the Chinese AI chip ecosystem, this provides a concrete comparison of the main interconnect solutions.
Cambricon Day-0 supports DeepSeek-V4.1-Flash
For users interested in high-performance AI chips, this shows a new hardware platform supporting a specific model, which could be relevant for those looking at alternatives to existing solutions.
Huaqiangji responds to rumors of AI processor price hikes
For readers in China, this story clarifies the status of Huaqiangji's pricing, which is relevant to those considering their AI chip purchases.
IT之家Source
Industry18:12
Chinese content寒武纪已完成五大国产大模型适配，第六代芯片架构正在研发中寒武纪上半年营收将近60亿，五款国产大模型都能跑，第六代芯片也在研发了，国产算力有看头。
IT之家Source
Industry20:00
Chinese content寒武纪回应存货超82亿，称将持续拓展市场控制风险寒武纪半年报利润翻倍但存货高企，官方回应了市场疑虑，做AI芯片投资或关注国产算力的可以看看。
IT之家Source
Industry20:10
Chinese content寒武纪2026上半年归母净利润23.11亿元，同比增长122.61%寒武纪半年报出来了，营收60亿、净利23亿都翻倍多，做AI芯片能赚这么多，挺猛。
IT之家Source
Industry16:45
Chinese content商汤科技联合近20家厂商发起“银河计划”，共建5个万卡级国产智算集群商汤拉了寒武纪、昇腾等20家厂商一起建5个万卡集群，还要搞太空算力星座，国产AI芯片落地有大动作了。
IT之家Source