Cambricon Technologies
China's listed AI-chip champion and prime NVIDIA-substitution play.
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Spun out of the Chinese Academy of Sciences, Cambricon supplies training and inference accelerators to Chinese clouds. Export bans on NVIDIA parts made it one of the STAR market's most valuable companies in 2025, though its production specifications remain largely undisclosed.
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Record reviewed as of 2026-01-15 — see Methodology.