Cambricon(SH:688256) Sou Hu Cai Jing·2025-08-12 06:57Group 1 - Semiconductor and AI concept stocks experienced a significant surge, with Cambrian Technology hitting a 20% limit up and a trading volume exceeding 13.8 billion CNY, driven by rumors of the DeepSeek-R2 release expected between August 15 and 30, 2025 [1] - DeepSeek's user base has surpassed 110 million, leading to a service outage on August 11 due to peak load, but services were restored by 11:39 PM the same day [2][4] - Daily Interactive, a typical DeepSeek concept stock, saw its share price rise over 12% in early trading, indicating market pricing in the anticipation of the DeepSeek-R2 release [3] Group 2 - Cambrian Technology adjusted its fundraising plan, reducing the total amount from a maximum of 4.98 billion CNY to 3.99 billion CNY, which is expected to decrease share dilution and enhance the likelihood of successful fundraising [4] - The AI industry is experiencing heightened competition with the upcoming release of ChatGPT-5, prompting major tech companies like Google, Meta, and Amazon to increase their capital expenditure budgets for 2025, reflecting a robust market outlook [4] - TSMC predicts that the global semiconductor market will reach 1 trillion USD by 2030, with the HPC/AI terminal market expected to account for 45% of this figure, indicating strong growth potential in the AI chip sector [4]