Overview

• Following its power-on, the G100 has entered software validation and driver optimization phases.
• Risk trial production of the chip is under way as Lisuan advances toward small-scale output.
• Lisuan plans to ship limited quantities of the G100 in the third quarter of 2025 with mass production slated for 2026.
• Analysts infer SMIC is fabricating the G100 on a 6nm process due to U.S. restrictions barring access to TSMC and Samsung nodes.
• NVIDIA CEO Jen-Hsun Huang’s remark that Chinese GPU developers are “quite formidable” highlights escalating competition.