China Continues to Enhance AI Chip Self-Sufficiency, but High-End AI Chip Development Remains Constrained, Says TrendForce
This year, Baidu ordered over a thousand Ascend 910B chips from Huawei to build approximately 200 AI servers.
- This year, Baidu ordered over a thousand Ascend 910B chips from Huawei to build approximately 200 AI servers.
- TrendForce conjectures that the next-generation Ascend 910B chip is likely manufactured using SMIC’s N+2 process.
- There remains considerable potential for China to improve and establish a complete AI ecosystem.
- Chinese CSPs like Baidu and Alibaba are actively investing in autonomous AI chip development.