semiconductorZDNet Korea· 7/24/2026, 10:39:37 PM

China's '3-Year AI Chip Self-Reliance'... Behind the Intensive Campaign to Challenge NVIDIA

South Korea's Gidnet reports that China is aggressively pursuing a three-year plan to achieve self-reliance in AI chip technology amid U.S. export restrictions. A Wall Street Journal article details how China's AI campaign is progressing, citing Huawei's summer 2023 briefing for top officials where the company declared its ambition to rival NVIDIA within three years. Deputy Premier Ding Xichang, leading China's policy response to U.S. semiconductor controls, reportedly endorsed Huawei's '3-year self-reliance' strategy. The government has mobilized top enterprises and research institutes through a committee, enforcing domestic chip usage with warnings against 'patriotic traitors.' Foreign chip dependence in China fell from 90% in 2021 to under 60% by 2025, with Huawei projecting a further decline to 25% within five years. Despite progress, semiconductor shortages have delayed AI startup Kimi K3's launch.

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China's '3-Year AI Chip Self-Reliance'... Behind the Intensive Campaign to Challenge NVIDIA | Forge Vector