Driven by US export controls, China’s AI chip industry is accelerating independent R&D. Domestic manufacturers like Huawei, Cambricon, and Hygon are rapidly rising, achieving large-scale applications in cloud inference and edge computing scenarios.
On May 7, 2026, IDC and the China Semiconductor Industry Association jointly released their latest market report, revealing that domestic AI chips surpassed the 50% market share threshold in China for the first time in Q1 2026, reaching 52.3%. This milestone data not only sets a new historical record but also marks a critical turning … Read more
On May 4, 2026, an interview at the US think tank SCSP sent shockwaves through the global tech community. NVIDIA CEO Jensen Huang confirmed in his own words: NVIDIA’s direct sales share in China’s AI accelerator market has dropped to 0%. Behind this number lies the market collapse of a chip giant that once dominated … Read more
