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China's AI chip market to see 90% domestic dominance by 2026

By PulseAugur Editorial · [1 sources] ·

China's domestic AI accelerator market is projected to be dominated by local companies, with homegrown chips expected to capture nearly 90% of sales by 2026, according to TrendForce. This shift is driven by U.S. export controls and Chinese government mandates, significantly reducing the market share of foreign suppliers like Nvidia and AMD. Cambricon and Huawei are anticipated to be the primary beneficiaries, with the domestic ecosystem maturing in areas such as advanced manufacturing and packaging to meet the growing demand. AI

IMPACT This shift signals a significant move towards AI hardware self-sufficiency in China, potentially impacting global supply chains and competition.

RANK_REASON Report on market share shifts in AI accelerators driven by geopolitical factors and government policy. [lever_c_demoted from significant: ic=1 ai=0.7]

Read on Tom's Hardware →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

China's AI chip market to see 90% domestic dominance by 2026

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Report on market share shifts in AI accelerators driven by geopolitical factors and government policy. [lever_c_demoted from significant: ic=1 ai=0.7]
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High
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COVERAGE [1]

  1. Tom's Hardware TIER_1 English(EN) · Anton Shilov ·

    China's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggest — Cambricon and Huawei expected to be the biggest winners in the shift away from Nvidia and AMD

    China could become almost self-sufficient in high-end AI accelerators in 2026 as Chinese IHVs led by Huawei expected to supply 90% of AI processors used domestically.

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