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In today's rapidly evolving tech landscape, it is undeniable that China's self-sufficiency in chips remains low. Among the various types of chips, AI chips have emerged as a major player, signaling a potential turning point for China to overtake in the semiconductor industry. With AI chips entering the security field, competition has intensified, and everyone is vying for a share of this growing market. Deep learning technology has acted as a powerful catalyst, revitalizing the global semiconductor industry by boosting chip performance by up to 10,000 times. This breakthrough has brought hope to those facing the "Moore’s Law failure" crisis, as they now see a new path forward through deep learning innovation. This wave of excitement has led to a surge of startups armed with advanced algorithms, aiming to disrupt the traditional semiconductor sector. Their vision has attracted significant capital and market attention, fueling the AI chip revolution. By the second half of 2017, TSMC, the world's largest wafer foundry, was busy with over 30 AI chips in production, signaling a shift toward mass production. These early trials marked a crucial step in bringing AI chips closer to the consumer market. China, the world's largest electronics manufacturer, has long struggled with its reliance on imported chips. Despite consuming nearly one-third of the world's chips, the self-sufficiency rate remains alarmingly low. Industry experts often refer to this situation as "China importing more chips than oil." According to Mo Dakang, a senior chip industry expert, the self-sufficiency rate is around 10%, while some institutions cite 17%—a number that includes chips produced by Intel and Samsung in China. The demand for chips has driven the emergence of Chinese companies like Huawei HiSilicon, Spreadtrum, and Zhongxingwei. However, these efforts remain small compared to global competitors. The rise of artificial intelligence, particularly deep learning, has changed the game. With China's massive data resources, favorable investment climate, and strong talent pool, the country is well-positioned to lead in the AI era. The government has also prioritized AI development, designating AI chips as one of the eight key technologies. All these factors are aligning to create a golden opportunity for China to catch up in the semiconductor industry. AI chips, also known as deep learning or neural chips, are designed specifically for AI tasks, offering high efficiency and performance. Currently, there are 18 AI chip startups in China, mostly in the early stages of funding. These companies focus on smart and visual applications, showing strong growth potential. Among them, Cambric, founded by the Chinese Academy of Sciences, stands out. It secured a contract with Huawei for the Kirin 970 chip, embedding its AI design into flagship devices. The company expects shipments to reach 30 million units. Cambric's founders, Chen Yunxi and Chen Tianshi, are both prodigies who entered higher education at a young age. Their collaboration between hardware and algorithms led to the creation of the AI chip. Chen Yunxi, recognized as one of MIT Technology Review's top innovators, claims their chip can boost computational efficiency by 10,000 times while reducing power consumption by the same margin. This breakthrough challenges the long-standing Moore’s Law, which has governed chip development for decades. Traditionally, chip performance doubled every 18 months, but now, software-driven algorithms are reshaping the industry. Many AI chip entrepreneurs come from AI research or algorithm backgrounds, rather than traditional chip engineering. In 2015, Intel acquired Altera for $16.7 billion, signaling a shift in the industry. Analysts warned that investors should avoid chip startups without software expertise. FPGA chips became a stepping stone for many entering the AI space. Intel continued its aggressive acquisition strategy, buying Nervana for $350 million, Movidius for $400 million, and Mobileye for $15.3 billion. These moves accelerated the race in AI chip development. Meanwhile, Yu Kai, former dean of Baidu's Research Institute, launched Horizon Robotics in 2015. At the time, AI chips were still an unfamiliar concept in China. Yu believed in the future of AI chips, stating, "It's a very far-sighted move because you see what others don't." Traditional chip makers, once seen as quiet and reserved, are now emerging as the next generation of tech leaders. They emphasize fast iterations and use compelling PPTs to showcase performance improvements. By 2017, Horizon had secured an investment from Intel and launched its first AI chip. Yu Kai claimed, "We're undoubtedly the fastest in this field." In November 2017, Shang Tang Technology, an AI unicorn, received a strategic investment from Qualcomm, highlighting its strengths in machine learning. Earlier collaborations with mobile and IoT chip projects further solidified its position. Also in 2017, ThinkForce, an AI chip startup, raised $450 million in its A round, becoming the largest financing for a chip startup. Backed by Yitu, Sequoia, and other top investors, the company has been building its foundation since its inception. Yunzhisheng, founded in 2012, entered the AI chip arena with a speech recognition and voice interaction platform. Its first AI-integrated chip is set to launch this year. Dr. Li Yuhan, co-founder, explained that smart homes require more than just software, driving the need for specialized chips. Other AI chip companies, such as Shenjian Technology, benefit from strong industry backing. Founded by Tsinghua University alumni, the company combines hardware and algorithm expertise, focusing on machine learning and SLAM technologies. Nineng Technology, based in San Diego and later in Zhuhai, was founded by experienced engineers from leading tech firms. In 2017, it secured a multi-million dollar Series A round from Alibaba, Sequoia, and Qualcomm. As the AI chip industry continues to grow, China is positioning itself as a major player, driven by innovation, investment, and a strong ecosystem. The future of AI chips looks promising, with many players ready to shape the next chapter of the semiconductor revolution.

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