China's Homegrown AI Chips Set to Grab 90% of Domestic Market by 2026

Dow Jones
08/10

0558 GMT - The share of foreign AI chip suppliers such as Nvidia and AMD in China is expected to fall to roughly 10% in 2026, as geopolitical headwinds continue to stifle foreign solutions, according to research firm TrendForce. Despiste that, China's high-end AI chip market is projected to expand rapidly, with shipments rising more than 83% year on year, TrendForce says. Domestic alternatives are expected to capture nearly 90% of the market, driven by chips developed by China's leading cloud and technology companies, and local semiconductor firms including Huawei and Cambricon. To maintain a presence in the market, Nvidia is expected to shift its focus to a lower-end product aimed at enterprise customers running smaller AI training and inference workloads, TrendForce says.

 

应版权方要求,你需要登录查看该内容

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10