688256.SH
Cambricon Technologies Corp. Ltd.
SSE · Technology · Semiconductors · CN
CNY 955.00
+4.60%Research · Oct 21, 2026
Nvidia RTX PRO 5500 China Orders: Tianyang, Cambricon Exposure
ByteDance, Alibaba and Tencent ordered 3M+ Nvidia RTX PRO 5500 cards, about six quarters of China supply, which may delay channel buyers and cut Cambricon orders.
Research · Aug 25, 2026
China AI Cloud Ties Profit Margins to Owned Chips
Alibaba, Tencent and Kingsoft Cloud tied AI model-service profit to compute cost in August 2026 calls; Alibaba put chip-equipped server payback at three years.