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China's chip industry is booming: special chips for AI are to be tripled!
Chinese semiconductor companies to triple AI chip production in 2026 as US restrictions continue to influence.
China's chip industry is booming: special chips for AI are to be tripled!
Chinese semiconductor companies have ambitious plans to triple production of specialty chips for artificial intelligence in the coming year. These strategic developments are part of China's push to expand domestic chip production and reduce dependence on Western manufacturers such as Nvidia. The need for advanced AI chips has increased significantly in recent years, and China is determined to meet the challenge posed by current geopolitical tensions. The crown reports that a new Huawei processor factory is set to begin operations soon, while two additional factories could begin production next year.
The capacity of these new production facilities could even exceed the total production of AI chips by China's largest contract manufacturer, SMIC, which also plans to double its production in the coming year. However, the exact operators of these systems are still unclear, as neither Huawei nor SMIC could be reached for comment.
US restrictions on cutting-edge technology
In parallel with developments in China, the US government has tightened its export control policies to restrict China's access to advanced technology. For example, TSMC, one of the leading semiconductor manufacturers, has announced that it will stop producing advanced AI chips for Chinese companies, which will significantly slow down the development of AI technologies in China. Small Chinese startups that rely on TSMC will also be severely affected. This measure is part of a broader strategy to address national security concerns and prevent Chinese technologies from being used militarily MundoBytes is reported.
The new US restrictions particularly affect companies such as Huawei and Alibaba, which have invested in the development of AI chips. China's leading semiconductor manufacturer SMIC is unable to produce chips using 7-nanometer technology, increasing its dependence on foreign technology suppliers.
Investments and the way forward
China is investing heavily in its semiconductor industry with the aim of becoming a leader by 2030. It is estimated that China wants to increase its total investment in semiconductor production to $715 billion. Loud Federal Ministry of Economics The production of microchips requires international cooperation as it involves several thousand steps and takes many months.
However, geopolitical tensions and trade sanctions pose a threat to the supply chains of the semiconductor industry. Transistors, which are essential for technologies such as artificial intelligence, are used, among other things, in the automotive and mechanical engineering industries, which together account for over 60% of buyers.
In response to the global chip crisis, various economic regions, including the United States, China, South Korea and Japan, have announced massive investments in their semiconductor industries. These developments highlight the central role of semiconductor production in today's digital and green transformation.