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Wency Chenin Shanghai
Published: 6:00pm, 26 Aug 2025Updated: 3:17pm, 27 Aug 2025
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.
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The frenzy over Cambricon, whose stock is trading at an eye-watering trailing 12-month price-to-earnings ratio above 4,000 – compared to under 60 for Nvidia – reflects a growing belief in China that the country is on a path to develop an AI ecosystem independent from US hardware.
Chinese model developer DeepSeek’s recent suggestion that the country’s “next-generation home-grown AI chips” were just around the corner has ignited enthusiasm about Cambricon’s prospects, analysts said.
Meet Cambricon: how 2 ‘genius brothers’ created China’s potential rival to Nvidia
The Chen brothers were students in an elite CAS ‘genius youth class’, a special programme designed to train top local talent
Reading Time:4 minuteshttps://www.scmp.com/policies-and-standards#participation
Wency Chenin Shanghai
Published: 6:00pm, 26 Aug 2025Updated: 3:17pm, 27 Aug 2025
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.
Advertisement
The frenzy over Cambricon, whose stock is trading at an eye-watering trailing 12-month price-to-earnings ratio above 4,000 – compared to under 60 for Nvidia – reflects a growing belief in China that the country is on a path to develop an AI ecosystem independent from US hardware.
Chinese model developer DeepSeek’s recent suggestion that the country’s “next-generation home-grown AI chips” were just around the corner has ignited enthusiasm about Cambricon’s prospects, analysts said.
