Companies
The players
A dated, sourced state of play for each company driving Chinese AI, built from our daily reporting. One page, the key facts with named sources, and the issues where we covered them.
DeepSeek
The open-weight efficiency lab, now designing silicon
Huawei Ascend
The domestic AI accelerator that replaced Nvidia in China
SMIC
The foundry that makes China’s leading-edge AI chips, and the bottleneck
CXMT
China’s domestic DRAM maker, and the memory the AI build-out made scarce
Cambricon
China’s first pure-play AI chip designer past a trillion yuan, and the shipments that gap the valuation
Zhipu AI
The GLM lab, and the first listed Chinese model company
Moore Threads
The domestic GPU maker, from a record IPO to triple-digit revenue growth
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