China’s chip champions ramp up production of AI accelerators at domestic fabs, but HBM and fab production capacity are towering bottlenecks

Chinese companies Huawei and Cambrincon have begun to ramp up their production of AI accelerators at China-based fabs, according to J.P. Morgan (via @rwang07) and SemiAnalysis. If everything goes as planned, China will get over a million domestically developed and produced AI accelerators in 2026 from these two companies alone. This will hardly be enough to dethrone Nvidia’s AI GPUs in the People’s Republic, but it will certainly be a major step towards AI self-sufficiency.

However, it remains to be…