> ## Content Index > Fetch the complete content index at: https://adjacent.media/llms.txt > Use this file to discover other available public pages before exploring further. # China is building chips at home while Nvidia tightens access. - URL: https://adjacent.media/trends/china-builds-its-own-chip-supply/ - Published: 2026-11-09T11:14:59.000Z - Updated: 2026-11-11T11:17:44.000Z - Description: YMTC plans to source most tools locally for a new memory fab as Huawei pairs with DeepSeek. Nvidia now limits Chinese access through cloud partners and chip tracking. - Author: Jonathan Greene - Tags: #trend, theme-ai [Machines & Minds](https://adjacent.media/fields/machines-and-minds/)/Trends/China builds its own chip supply // TrendMachines & MindsTracked since Apr 2, 2026 · 20 stories // This week 3 stories. The busiest week since tracking began. - Pushback**1** - Build-out**2** // Every week since Aug 3 ## Local supply and export curbs advance together. 31AUG 10AUG 2412SEP 713SEP 211OCT 512OCT 193NOV 2 PushbackBuild-outMoneyAdoptionAttentionChoose a week to see its stories // Week of Aug 3 ## What moved it. All 3Build-out 1Money 1Adoption 1 1. Build-out · Confirms[China just closed a gap in chipmaking that nobody talks about. The wafer size tells you how far it has to go.](https://adjacent.media/signals/chinas-chipmaking-metrology-gap-narrows-with-6-inch-wafer-system/)Thenextweb Aug 9 2. Money · Extends[+466% In One Day: What CXMT’s IPO Means for Micron, Samsung and SK hynix](https://adjacent.media/signals/chinese-memory-chip-makers-ipo-surge-threatens-global-leaders/)Substack Aug 9 3. Adoption · Extends[Sources: HP, Asus, and Acer have started using small amounts of DRAM chips from CXMT in their laptops for non-US markets, amid an unprecedented memory shortage (Nikkei Asia)](https://adjacent.media/signals/hp-asus-acer-turn-to-chinese-dram-maker-amid-chip-shortage/)Nikkei Aug 4 // Week of Aug 10 ## What moved it. All 1Pushback 1 1. Pushback · Confirms[Sources: Nvidia chips remain the norm for Chinese AI labs training LLMs, as switching from its CUDA platform to Huawei's CANN requires major code rewriting (South China Morning Post)](https://adjacent.media/signals/chinese-ai-labs-stick-with-nvidia-despite-sanctions-pressure/)Scmp Aug 10 // Week of Aug 17 ## What moved it. All 0 No stories were filed on this trend that week. // Week of Aug 24 ## What moved it. All 0 No stories were filed on this trend that week. // Week of Aug 31 ## What moved it. All 1Build-out 1 1. Build-out · Extends[Sources: DeepSeek plans to use 160K+ of Huawei's Ascend 950DT chips at an Inner Mongolia data center, which would create one of the largest Huawei chip clusters (Mackenzie Hawkins/Bloomberg)](https://adjacent.media/signals/deepseek-builds-massive-ai-cluster-using-huawei-chips-amid-u-s-sanctions/)Bloomberg Sep 5 // Week of Sep 7 ## What moved it. All 2Build-out 1Money 1 1. Money · Confirms[Sources: Chinese AI chipmakers Huawei, Cambricon, MetaX, and Iluvatar CoreX have raised prices for current and next-gen chips by 20%-50% due to rising HBM costs (Reuters)](https://adjacent.media/signals/chinese-ai-chipmakers-raise-prices-20-50-as-hbm-costs-surge/)Reuters Sep 10 2. Build-out · Extends[Sources: Huawei is investing in Chinese lithography companies and helping them secure deals with leading fabs like SMIC to reduce reliance on foreign suppliers (Financial Times)](https://adjacent.media/signals/huawei-backs-chinese-chipmaking-equipment-makers-to-break-foreign-dependence/)Financial Times Sep 8 // Week of Sep 14 ## What moved it. All 1Adoption 1 1. Adoption · Extends[Sources: Chinese DRAM leader CXMT is preparing to expand into NAND flash memory, competing with Samsung, SK Hynix, and domestic rival YMTC amid memory shortages (Reuters)](https://adjacent.media/signals/chinese-chipmaker-cxmt-pivots-to-nand-flash-challenging-samsung-duopoly/)Reuters Sep 18 // Week of Sep 21 ## What moved it. All 3Build-out 2Money 1 1. Money · Confirms[Analysis: total net profit at \~190 chipmakers listed in mainland China rose 620% YoY in H1 2026, driven by the AI boom and China's self-sufficiency campaign (Tomoko Wakasugi/Nikkei Asia)](https://adjacent.media/signals/chinese-chipmakers-profits-surge-620-as-ai-boom-fuels-self-sufficiency-drive/)Nikkei Sep 24 2. Build-out · Extends[Sources and Nscale's US SEC filings: ByteDance accounted for nearly 75% of Nscale's sales in 2025 and used Nscale's facility in Norway to access Nvidia AI chips (Financial Times)](https://adjacent.media/signals/bytedance-funnels-three-quarters-of-nscales-revenue-through-norway-gpu-hub/)Financial Times Sep 23 3. Build-out · Extends[Sources: China's SASAC, which oversees state-owned companies, is surveying the number of Broadcom switches in state-backed data centers amid a domestic AI drive (Financial Times)](https://adjacent.media/signals/china-maps-broadcom-chips-in-state-data-centers/)Financial Times Sep 23 // Week of Sep 28 ## What moved it. All 1Pushback 1 1. Pushback · Confirms[Sources: China's government asked Alibaba, ByteDance, and others to report on their plans to buy Nvidia RTX Pro 5500, saying it intends to approve the purchases (Qianer Liu/The Information)](https://adjacent.media/signals/china-demands-visibility-into-enterprise-gpu-purchases-from-tech-giants/)The Information Sep 28 // Week of Oct 5 ## What moved it. All 0 No stories were filed on this trend that week. // Week of Oct 12 ## What moved it. All 1Pushback 1 1. Pushback · Extends[Sources: Chinese tech companies bought 1M+ Nvidia gaming and workstation chips, mostly RTX 5090 and RTX Pro, for basic AI workloads amid an AI chip shortage (Financial Times)](https://adjacent.media/signals/chinese-firms-stockpile-consumer-nvidia-chips-to-bypass-ai-export-controls/)Financial Times Oct 13 // Week of Oct 19 ## What moved it. All 2Build-out 2 1. Build-out · Extends[Sources: Samsung and SK Hynix are upgrading their China fabs to produce NAND flash chips with 200+ layers, aiming to fend off fast-growing Chinese rival YMTC (Reuters)](https://adjacent.media/signals/samsung-and-sk-hynix-race-ymtc-with-advanced-china-chip-plants/)Reuters Oct 22 2. Build-out · Extends[The Huawei-DeepSeek Symbiosis](https://adjacent.media/signals/why-huawei-and-deepseek-need-each-other/)Semianalysis Oct 21 // Week of Oct 26 ## What moved it. All 0 No stories were filed on this trend that week. // Week of Nov 2 · selected ## What moved it. All 3Pushback 1Build-out 2 1. Build-out · Extends[Sources: Nvidia is requiring Southeast Asian customers seeking Nvidia Cloud Partner status to enroll in a program that tracks the locations of their AI chips](https://adjacent.media/signals/nvidia-mandates-ai-chip-tracking-for-southeast-asian-cloud-partners/)Bloomberg Nov 7 2. Build-out · Extends[Sources: China's YMTC plans to source 60% to 70% of equipment locally for a planned fourth factory, to make 300-layer NAND chips, up from \~50% for its third fab (Reuters)](https://adjacent.media/signals/chinas-ymtc-targets-70-domestic-chip-equipment-sourcing-for-new-fab/)Reuters Nov 7 3. Pushback · Confirms[Sources: Nvidia verbally told cloud compute clients to sell 51%+ of their services to non-Chinese companies, imposing new limits on China's access to AI chips (Financial Times)](https://adjacent.media/signals/nvidia-pushes-cloud-providers-to-limit-china-sales-of-ai-chips/)Financial Times Nov 4 // Where it connects Same stories, other trends[AI computing expands to new regions →](https://adjacent.media/trends/ai-computing-expands-to-new-regions/)[Big players tighten their grip on AI →](https://adjacent.media/trends/big-players-tighten-their-grip-on-ai/)[Communities push back on data centers →](https://adjacent.media/trends/communities-push-back-on-data-centers/)