Back
12 Jun 2025
China's racing to build its AI ecosystem as U.S. tech curbs bite. Here's how its supply chain stacks up
Summary: China is investing in domestic AI chip production due to U.S. restrictions on advanced semiconductors. Huawei’s Ascend 910B GPU is a promising alternative to Nvidia’s chips, but China faces challenges in fabrication, particularly in obtaining advanced lithography equipment from ASML. While China is making progress in memory chip production, it remains behind global leaders like SK Hynix and faces export control obstacles.