Will Chinese-made AI chips dominate new accelerator capacity in mainland China by 2027?

US and China split into two AI markets

Export controls on advanced GPUs and state pressure to buy domestic chips succeed in redirecting China's build-out toward local designers like Huawei, Cambricon, Biren, and MetaX. Chinese companies naturally prefer domestic GPUs when foreign supply is restricted, and domestic fabs and chip designers absorb most new demand as policy barriers widen the gap. Foreign accelerators hold only marginal share of new capacity as a result.

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