China AI Chip Market / H20 & Domestic Substitution
Export-control battleground and Huawei rise
US restrictions on the H20 and China's countermove toward Huawei Ascend and domestic accelerators created a bifurcated chip market and a strategic race for silicon self-sufficiency. Loss of the China market cost Nvidia billions and accelerated a parallel Chinese AI stack (DeepSeek + Ascend + SMIC).
2025
H20 curbs + Huawei Ascend push
How it fits the stack
China AI Chip Market / H20 & Domestic Substitution with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
China AI Chip Market / H20 & Domestic Substitution in the AI stack. China AI Chip Market / H20 & Domestic Substitution with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 3 entities, 2 relationships
- China AI Chip Market / H20 & Domestic Substitution —depends on→ SMIC (Semiconductor Manufacturing International Corp)
- DeepSeek —depends on→ China AI Chip Market / H20 & Domestic Substitution
Depends on ↑ · 1
Context — capital, rivals, policy · · 1