China AI server chip market sees domestic share near 80 percent, narrowing Nvidia's footing - 디지털투데이

According to TrendForce, domestic chip suppliers led by Huawei and Cambricon are expected to capture nearly 80% of China’s AI server chip market this year, significantly reducing the market share of f... Read original →

China’s domestic AI server chip vendors capturing nearly 80% of the local market isn’t mere substitution—it’s a strategic reconfiguration of technological sovereignty. Huawei’s Ascend and Cambricon are accelerating indigenous EDA, advanced packaging, and sub-3nm process development, closing the loop from IP to system integration. Concurrently, custom chips from ByteDance and Alibaba’s T-Head signal hyperscalers bypassing general-purpose GPUs to define bespoke heterogeneous architectures, directly undermining CUDA’s ecosystem lock-in. U.S. export controls on EUV and advanced nodes have paradoxically intensified investment in Chiplet and in-memory computing—raising near-term R&D costs but enhancing long-term supply chain resilience. Nvidia may resort to China-specific SKUs to retain foothold, yet its global pricing power will erode. Over the next 12–24 months, Chinese players will leverage Belt and Road markets for international validation; if they achieve software compatibility and superior energy efficiency, the AI chip landscape will shift from unipolar dominance to regional multipolarity.