Huawei and native firms to capture 90% of 2026 China’s AI chip market: Report - Huawei Central

According to a recent report by TrendForce, Huawei and other domestic semiconductor firms are expected to capture 90% of China’s high-end AI chip market by 2026. This projection comes amid escalating ... Read original →

U.S. export controls on Chinese semiconductor firms are accelerating a fundamental shift in the global AI chip market. Huawei and domestic players are rapidly capturing 90% of China’s high-end AI chip market by 2026, driven by policy support and strategic investment. International vendors like NVIDIA and AMD face declining market access, with shipment uncertainties looming. Chinese companies such as Baidu, Alibaba, Tencent, and Cambricon are advancing proprietary GPU and ASIC technologies to reduce reliance on foreign solutions. The push toward advanced nodes, packaging, and thermal management is reshaping supply chains. This transition signals a major realignment in global AI infrastructure, with China emerging as a key driver of innovation and self-reliance in semiconductor technology.