🟦China AI Chip Market Trends

Huawei's AI chip Ascend 910B takes China by storm
Press Center - China Continues to Enhance AI Chip Self-Sufficiency, but High-End AI Chip Development Remains Constrained, Says TrendForce | TrendForce - Market research, price trend of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PV
Huawei’s subsidiary HiSilicon has made significant strides in the independent R&D of AI chips, launching the next-gen As...

🟦China AI Chip Market Trends

 According to TrendForce, the Ascend 910B AI chip, launched by Huawei’s subsidiary Hi-Silicon, is gaining attention in the Chinese technology market. The chips are not only for Huawei’s cloud infrastructure but also for other companies such as Baidu and iFlytek, and significant progress is anticipated. However, the Ascend 910B also has its limitations, such as the concentration of demand for smartphones and constraints related to SMIC.

🟦 Intensifying competition for AI chips among Chinese companies

 Other major Chinese companies are also concentrating on developing their own AI chips, and both Baidu and Alibaba have introduced their own chips. This has heightened the competition in China’s AI chip market. Conversely, U.S. sanctions are impacting China’s AI chip industry. The continual additions to the U.S. Department of Commerce’s entity list and the regulation of manufacturing processes pose short-term challenges. Nevertheless, China is progressing towards establishing a comprehensive AI ecosystem.

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🟦Summary

Huawei’s AI chips are driven by the Ascend 910B in China’s AI market. However, U.S. sanctions pose challenges in the short term.

 U.S. sanctions are only a short-term issue, and China will be moving toward building its own and complete AI ecosystem.

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