China's racing to build its AI chip ecosystem as U.S. curbs bite. Here's how its supply chain stacks up
Publishing timestamp: 2025-06-12 03:54:47
Summary
U.S.-led export controls have cut China out of critical segments across AI chip supply chain, incentivizing domestic alternatives in China but creating challenges. China has made strides in some segments like memory, but barriers are greater in chipmaking equipment. Huawei is placing hopes on domestic alternatives. China is making progress in GPU design capabilities but faces challenges in manufacturing equipment due to export controls. China is working on producing HBM memory chips to reduce reliance on foreign suppliers.
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