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China is reducing its reliance on foreign AI chips:
China's AI chip self-sufficiency ratio is up to a record 41%.
This measures the proportion of domestic AI chip demand met by locally produced chips, rather than imported ones.
This ratio has QUADRUPLED over the last 5 years.
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The Kobeissi Letter
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China is reducing its reliance on foreign AI chips:
China's AI chip self-sufficiency ratio is up to a record 41%.
This measures the proportion of domestic AI chip demand met by locally produced chips, rather than imported ones.
This ratio has QUADRUPLED over the last 5 years.
The AI chip self-sufficiency ratio is now projected to more than DOUBLE to ~85% by 2030, according to Morgan Stanley.
In other words, China could meet nearly all of its own AI chip demand domestically within 5 years.
China's AI chip independence is accelerating.
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