Goldman Sachs lifted its value goal on Cambricon to CNY 1,835, up from the present share value of 1,243.
The financial institution cited three key drivers behind the improve:
Rising capital expenditure from China’s cloud giants similar to Tencent.
Broader diversification of chipset platforms, together with developments like DeepSeek 3.1.
Continued funding in analysis and growth.
—
Cambricon Applied sciences is a Beijing-based, partially state-owned semiconductor agency
based in 2016 as a spin-off from the Chinese language Academy of Sciencesspecializes in designing AI processors and GPGPUs for deep studying purposes throughout cloud servers, edge units, and clever terminalsnicknamed “China’s Nvidia”
