China is building chips at home while Nvidia tightens access.

1. Build-out · ConfirmsChina just closed a gap in chipmaking that nobody talks about. The wafer size tells you how far it has to go.Thenextweb
   Aug 9
2. Money · Extends+466% In One Day: What CXMT’s IPO Means for Micron, Samsung and SK hynixSubstack
   Aug 9
3. Adoption · ExtendsSources: 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)Nikkei
   Aug 4

1. Pushback · ConfirmsSources: 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)Scmp
   Aug 10

No stories were filed on this trend that week.

No stories were filed on this trend that week.

1. Build-out · ExtendsSources: 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)Bloomberg
   Sep 5

1. Money · ConfirmsSources: 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)Reuters
   Sep 10
2. Build-out · ExtendsSources: 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)Financial Times
   Sep 8

1. Adoption · ExtendsSources: 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)Reuters
   Sep 18

1. Money · ConfirmsAnalysis: 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)Nikkei
   Sep 24
2. Build-out · ExtendsSources 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)Financial Times
   Sep 23
3. Build-out · ExtendsSources: 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)Financial Times
   Sep 23

1. Pushback · ConfirmsSources: 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)The Information
   Sep 28

No stories were filed on this trend that week.

1. Pushback · ExtendsSources: 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)Financial Times
   Oct 13

1. Build-out · ExtendsSources: 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)Reuters
   Oct 22
2. Build-out · ExtendsThe Huawei-DeepSeek SymbiosisSemianalysis
   Oct 21

No stories were filed on this trend that week.

1. Build-out · ExtendsSources: Nvidia is requiring Southeast Asian customers seeking Nvidia Cloud Partner status to enroll in a program that tracks the locations of their AI chipsBloomberg
   Nov 7
2. Build-out · ExtendsSources: 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)Reuters
   Nov 7
3. Pushback · ConfirmsSources: 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)Financial Times
   Nov 4