Chinese companies Huawei and Cambrincon have begun to ramp up their production of AI accelerators at China-based fabs, according to J.P. Morgan (via data-analytics-id=”inline-link” href=”https://x.com/rwang07/status/1965406759419527282″ data-url=”https://x.com/rwang07/status/1965406759419527282″ target=”_blank” referrerpolicy=”no-referrer-when-downgrade” data-hl-processed=”none”>@rwang07) and data-analytics-id=”inline-link” href=”https://semianalysis.com/2025/09/08/huawei-ascend-production-ramp/” data-url=”https://semianalysis.com/2025/09/08/huawei-ascend-production-ramp/” target=”_blank” referrerpolicy=”no-referrer-when-downgrade” data-hl-processed=”none”>SemiAnalysis. If everything goes as planned, China will get over a million domestically developed and produced AI accelerators in 2026 from these two companies alone. This will hardly be enough to dethrone Nvidia’s AI GPUs in the People’s Republic, but it will certainly be a major step towards AI self-sufficiency.
However, it remains to be…
