China's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggest — Cambricon and Huawei expected to be the biggest winners in the shift away from Nvidia and AMD

## Episode Summary In this episode, we cover: - **China's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggest — Cambricon and Huawei expected to be the biggest winners in the shift away from Nvidia and AMD** (toms_hardware) - [Read more](https://www.tomshardware.com/tech-industry/artificial-intelligence/chinas-homegrown-ai-accelerators-to-supply-90-percent-of-the-countrys-domestic-market-analysts-suggest-cambricon-and-huawei-expected-to-be-the-biggest-winners-in-the-shift-away-from-nvidia-and-amd) - **TIER IV joins JST's Next-Generation Edge AI Semiconductor R&D Program to open-source AI chip designs for autonomous driving - The Manila Times** (google_ai_chip) - [Read more](https://news.google.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?oc=5) - **Intel Might Have Gained Ground on TSMC’s Packaging Dominance as Booming AI Demand Overwhelms the Industry’s Undisputed Leader** (wccftech) - [Read more](https://wccftech.com/intel-might-have-gained-ground-on-tsmcs-packaging-dominance-as-booming-ai-demand-overwhelms-the-industrys-undisputed-leader/) - **TSMC raises capex and revenue forecast, highlighting growing AI chip demand - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxPZEtLT0pUSHFicmNvSlZYRUtLLXJob2xXV2VEZndWcEY3TV8tU3ltX08waTg1RDVpeEQ4S3VsRHhGNzZYQWdCT0lkaENNXzN5d0RLX3R2NVRZWm5fc1htZjE2S24xamZiS0FwNXJpdDdhMURoUUFDUWtEeEp3RUZ6ZV9sbEo5dGpWN3ZMZm13Ym9KOFo2VmZ3cUlsUnlWd3F6YVJDNHc5TC00NWlLS2U3a3ZmNXVpVzJXdjAzYy1GR29JUi1Vd1kxLTBsbw?oc=5) - **What’s Hot Now: Custom AI Chips - HPCwire** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMic0FVX3lxTE9HZEM0QWY5WExPdXZ0V0wxUFpYSGg3YmFqWWVHXzZoenoxOVVjU0RrdEh0Xy1nWTF6dm1ITTUwQVNRRWJ1aXZ5dnRmcFE5eWUtY2h6ek9ISU82LXlUbFBWcy14cXNGWG4xQ2c0QVNiai1fNE0?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*