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China s Intel, AMD Ban Helps Local Rivals, Analysts Say

China s Intel, AMD Ban Helps Local Rivals, Analysts Say
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China Continues to Enhance AI Chip Self-Sufficiency, but High-End AI Chip Development Remains Constrained, Says TrendForce · EMSNow

China Continues to Enhance AI Chip Self-Sufficiency, but High-End AI Chip Development Remains Constrained, Says TrendForce · EMSNow
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China tries for AI ICs

A number of Chinese companies, led by Alibaba, Baidu, Tencent and HiSilicon, are bringing out AI ICs but their competitiveness is likely to be impeded by

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Evidence mounts that China has sanctions-defying 5nm tech — Huawei reportedly preps new AI processor built with Chinese fabs N+2 node

Huawei s next-generation Ascend 910B AI accelerator purportedly uses SMIC s N+2 process technology.

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China continues to enhance AI chip self-sufficiency,

Huawei’s subsidiary HiSilicon has made significant strides in the independent R&D of AI chips, launching the next-gen Ascend 910B. These chips are utilised not only in Huawei s public cloud infrastructure but also sold to other Chinese companies.

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