# 由阿里巴巴半導體子公司T-Head負責的出貨量已超越國內競爭對手寒武紀科技。

*semiconductor, genai · news · 2026-01-30 · South China Morning Post*

## Key points

- 阿里巴巴T-Head的AI晶片出貨量已超越競爭對手寒武紀科技。
- 鎮武810E是阿里巴巴最先進的自製AI晶片，適用於訓練與推理。
- 阿里巴巴在中國AI晶片市場持續擴大市占率，致力降低對Nvidia的依賴。
- 據報導，阿里巴巴正準備旗下半導體子公司T-Head的潛在上市計畫。

The shipments, handled by Alibaba’s semiconductor arm T-Head, have already surpassed those of domestic rival Cambricon Technologies, the sources said, declining to be named because the information is not public. Alibaba owns the South China Morning Post. The Zhenwu 810E is a parallel processing unit – an application-specific integrated circuit designed for both AI training and inference – and represents Alibaba’s most advanced in-house AI chip to date. Alibaba and Cambricon did not immediately respond to requests for comment on Friday. The move underscores how Alibaba is carving out a larger share of China’s fast-growing AI chip market, as domestic players push to reduce reliance on Nvidia amid strong demand for AI computing power and ongoing uncertainty around US export controls. The shipment update comes days after Bloomberg reported that Alibaba was preparing a potential listing of T-Head, as investor interest in China’s semiconductor sector gathers pace.

**Companies:** Alibaba, Cambricon Technologies
**Countries:** China

[Read the full story on South China Morning Post](https://www.scmp.com/tech/article/3341860/alibaba-ai-chip-push-hits-100000-mark-beating-local-rival-cambricon-sources)

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