Core Viewpoint - The A-share computing power sector has seen significant gains, driven by the launch of DeepSeek's "DeepSeek V3.1" model, which is optimized for domestic chip architectures, indicating a potential for large-scale adoption of domestic chips in AI applications [1][3][10]. Group 1: Market Performance - The stock of Cambricon (寒武纪) surged by 20%, reaching a market capitalization of 520 billion RMB [1]. - Semiconductor stocks, including SMIC, saw substantial increases, with SMIC's A-shares rising by 14.19% and H-shares by 10.06%, marking the highest single-day gain since October of the previous year [1]. - The Wind semiconductor index rose by 7.31%, reaching its highest level since April 2022, while the Wind technology index increased by 3.07%, setting a new historical high [4][6]. Group 2: DeepSeek V3.1 Launch - DeepSeek's "DeepSeek V3.1" was released on August 21, featuring parameters designed for the next generation of domestic chips, which has sparked expectations for mass production of domestic AI chips [3][10]. - The model aims to enhance reasoning performance while maximizing the theoretical computing power and energy efficiency of domestic chips, despite their current inferiority to NVIDIA GPUs [8][10]. Group 3: Industry Implications - The release of DeepSeek V3.1 is seen as a catalyst for the domestic AI chip ecosystem, with analysts suggesting that it could accelerate the adoption of domestic computing power solutions [10]. - Companies like Huawei and Cambricon are making strides in the domestic chip market, with Cambricon's "Siyuan 590" chip reportedly achieving performance levels close to NVIDIA's A100 in certain tasks [11]. - The Ascend 910D chip from Huawei is also highlighted for its potential to surpass NVIDIA's H100 in theoretical computing power, particularly in localized applications [11].

Core Viewpoint - The recent surge in the A-share computing power sector is driven by the release of DeepSeek's "DeepSeek V3.1" model, which is optimized for domestic chip structures, indicating a potential for large-scale adoption of domestic chips in AI applications [1][3][10]. Group 1: Market Performance - As of August 22, the computing power sector saw significant gains, with stocks like Cambricon Technologies hitting a 20% limit up, bringing its market capitalization to 520 billion RMB [1]. - Semiconductor stocks also experienced a rally, with the Wind Semiconductor Index rising by 7.31%, marking the highest level since April 2022 [4]. - The Wind Technology Index increased by 3.07%, reaching a historical high [6]. Group 2: DeepSeek V3.1 Release - DeepSeek's V3.1 version utilizes UE8M0 FP8 scale parameters, specifically designed for the upcoming generation of domestic chips, raising expectations for mass production of domestic AI chips [3][10]. - The integration of deep thinking and fast thinking in the new model aligns with trends seen in models released by OpenAI and Qwen, suggesting a shift in model development strategies [8]. Group 3: Domestic Chip Development - The UE8M0 FP8 parameter aims to maximize the theoretical computing power and energy efficiency of domestic chips, potentially allowing them to compete with leading international models in specific scenarios [8][11]. - The Cambrian's SiYuan 590 chip, which supports 7nm technology and achieves 512 TOPS, has shown performance close to NVIDIA's A100 in certain tasks, indicating advancements in domestic chip capabilities [11][12]. - Huawei's Ascend 910D chip is designed for various localized applications and is expected to surpass NVIDIA's H100 in theoretical computing power [12]. Group 4: Industry Outlook - The release of DeepSeek V3.1 is seen as a precursor to the domestic chip market's growth in computing power applications, although uncertainties regarding model compatibility and chip yield remain [12].

Shares of Nvidia (NVDA -2.02%) were pulling back today as investors responded to a new threat facing the AI superstar.Just weeks after the company disclosed a write-off of as much as $5.5 billion due to new rules preventing exports of its H20 chips that were specifically designed for China, Nvidia now appears to be facing new competition out of China as Chinese tech giant Huawei is reportedly set to launch a new AI chip.As a result, Nvidia stock was down 2.6% as of 3:21 p.m. ET. Nvidia faces a new threatThe ...

Nvidia (NVDA) stock fell on Monday on media reports of China's growing ambitions in the artificial intelligence chip space.A Wall Street Journal report said Chinese chip designer Huawei Technologies is preparing to test its newest and most powerful AI processor, called the Ascend 910D. Huawei is slated to receive its first batch of the new chips as soon as late May from contract manufacturer Semiconductor Manufacturing International, known as SMIC, the report said. Huawei hopes its latest AI processor will ...

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