China's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggest — Cambricon and Huawei expected to be the biggest winners in the shift away from Nvidia and AMD

Tom's Hardware
Aug 18, 2026, 7:20 am162 pts
Chinese AI accelerators are set to capture 90% of the country's domestic market as U.S. export controls and Beijing mandates push American-made hardware from AMD and Nvidia out of the market, according to a new report by TrendForce. Cambricon and Huawei are expected to be the biggest beneficiaries of the shift,…

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