Release time：2025-09-12
The protagonists of the national core speculation movement have four groups of people: the first group is the company that has recently claimed to be a chip by means of ZTE's banned hotspot; the second group is the new media and mass media setting the agenda from all angles and taking advantage of the situation to spread; the third group is the public dominated by nationalism; the fourth group is the help of investors, and the concept stocks of class A share chips have soared.
The first group of people include Internet Tech Giants, traditional chip companies, and start-up companies. Each company either uses the pain of ZTE or under the banner of China Core to promote its own or mass-produced or non-mass-produced, or released or still in the belly chips. Among them, Alibaba, Jinri Toutiao, and AI startup Rokid have become representatives of this group of core-speculating companies.
On April 19, three days after the ZTE incident, Ali first revealed the chip research and development news: Alibaba Dharma Institute is developing a neural networks chip Ali-NPU.
Regarding this AI chip, Ali Core revealed two pieces of news. One was that the chip came from the Dharma Institute's chip research and development team, which had dozens of people in the United States and Shanghai. Another piece of information was that the use of this chip mainly revolved around images, video recognition, cloud computing and other scenarios.
Perhaps because of this, this news has not received widespread attention and spread. As an industry insider said, Ali's chip can only be said to have done what it should have done, and this move is to ride on one's coattails.
