Research Reports

Research Reports

[Selected Topics] NVIDIA and AMD Will Face Challenges in China’s AI Server Market Due to New US Export Regulations; Chinese Firms Are Expected to Increase Use of Domestic and In-House AI Chips in 2025

Last Modified

2025-05-05

Update Frequency

Aperiodically

Format

PDF

Overview

According to the latest supply chain survey from TrendForce, new US export regulations starting in April 2025 will require licenses for exporting semiconductor chips like NVIDIA H20 and AMD MI308 to China. This requirement will significantly impact NVIDIA's ability to sell their H20 and similar chips to China’s AI market, driving the market towards domestic alternatives and a clearer division between the AI server supply chains in China and the US.

In response to these restrictions, Chinese CSPs and OEMs are expected to increasingly rely on domestic suppliers for AI accelerators. Major Chinese CSPs such as Baidu, ByteDance, Alibaba, and Tencent are anticipated to boost their investments in developing in-house AI chips. As a result of the new export controls, the share of externally purchased AI chips (e.g., from NVIDIA and AMD) in China’s AI server market is projected to drop from 63% in 2024 to 41.5% in 2025.

Huawei and Cambricon lead the domestic AI chip sector and are expected to drive the adoption of local chips in 2025. Additionally, Chinese CSPs like Alibaba and Baidu are actively developing their ASICs to replace NVIDIA GPUs. Overall, geopolitical risks are expected to expedite China's autonomy in the AI supply chain.

＜Total Pages：8＞

Spotlight Report

PDF

Popular Keywords

USD $199

[Selected Topics] NVIDIA and AMD Will Face Challenges in China’s AI Server Market Due to New US Export Regulations; Chinese Firms Are Expected to Increase Use of Domestic and In-House AI Chips in 2025

Overview

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

[Selected Topics] Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

[Selected Topics] Activation of Sovereign AI: Opportunities and Challenges on Chips and Advanced Packaging Technology

Selected TopicsRelated Reports

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

[Selected Topics] Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

[Selected Topics] Top 10 Global OSAT Companies in 2024—Mature Leaders Stay Strong While New Regional Forces Emerge

[Selected Topics] AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

[Selected Topics] An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

[Selected Topics] Restrictions on Export of AI Chips from NVIDIA and AMD to China Will Weaken Sales Momentum and Prompt Supply Chain to Assess Extent of Impact

Download Report

USD $199

Membership

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

[Selected Topics] Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

[Selected Topics] Activation of Sovereign AI: Opportunities and Challenges on Chips and Advanced Packaging Technology

Research Directory

Semiconductor Research

Display Research

Optoelectronics Research

Green Energy Research

ICT Applications Research

Semiconductors

Display

LED

Energy

Consumer Electronics

Emerging Technologies

Selected Topics

Research Reports

USD $199

[Selected Topics] NVIDIA and AMD Will Face Challenges in China’s AI Server Market Due to New US Export Regulations; Chinese Firms Are Expected to Increase Use of Domestic and In-House AI Chips in 2025

Overview

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

[Selected Topics] Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

[Selected Topics] Activation of Sovereign AI: Opportunities and Challenges on Chips and Advanced Packaging Technology

Selected TopicsRelated Reports

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

[Selected Topics] Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

[Selected Topics] Top 10 Global OSAT Companies in 2024—Mature Leaders Stay Strong While New Regional Forces Emerge

[Selected Topics] AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

[Selected Topics] An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

[Selected Topics] Restrictions on Export of AI Chips from NVIDIA and AMD to China Will Weaken Sales Momentum and Prompt Supply Chain to Assess Extent of Impact

Download Report

USD $199

Membership

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] An Analysis of the Impact of U.S. Tariffs on the Automotive Industry (Presentation)

[Selected Topics] Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

[Selected Topics] Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

[Selected Topics] Activation of Sovereign AI: Opportunities and Challenges on Chips and Advanced Packaging Technology

Get in touch with us