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China's domestic high-end AI chips are on track to dominate the market in 2026, as Beijing's policy push and a maturing local supply chain accelerate ...

What happened

TrendForce predicts China's domestic high-end AI chips will dominate the market by 2026, driven by Beijing's policy support and a maturing local supply chain, accelerating the shift away from foreign GPUs.

Impact and signal

Low impactImpact score: 5/100

Affected components and suppliers

AI ChipsGPU
domesticpolicyaigpu2026

Source and time

Source: TrendForce Official (Market Data) · 8/10/2026 · View original source

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