Month: May 19, 2026

Goldman Sachs Upgrades Cambricon, Downgrades Inspur: The Surge and Structural Upheaval of China’s Domestic AI Chips in 2026

In the first quarter of 2026, China’s domestic AI chip industry delivered a remarkable scorecard. Homegrown chip companies led by Cambricon achieved dual breakthroughs in both revenue and profit, while Goldman Sachs issued starkly contrasting rating adjustments for Cambricon and…