[TrendForce: China Accelerates Localization of High-End AI Chips, Domestic Solutions May Capture Nearly 90% of the Market by 2026] BlockBeats News, August 10, the latest supply chain survey from Taiwan-based market research firm TrendForce reveals that despite recent reports suggesting China may ease import restrictions on NVIDIA H200, creating new possibilities for the chip's entry into the Chinese market, significant uncertainties remain regarding whether the H200 can successfully be shipped to China. Against the backdrop of restrictions on high-end GPU imports, China's AI industry has not slowed down; instead, it is accelerating the construction of an autonomous and controllable domestic AI supply chain. TrendForce points out that the Chinese government has been actively promoting the application of domestic AI chips this year, with related policy support expected to prioritize domestic companies with significant growth potential, helping them expand their share in China's high-end AI server market. At the same time, China's domestic AI supply chain is rapidly maturing in key areas such as advanced processes, advanced packaging, and thermal management, providing support for the broader application of high-end domestic AI chips. As domestic chips and their supporting supply chains continue to improve, China's AI infrastructure is gradually reducing its reliance on overseas GPUs, forming a dual-track development model of 'domestic GPUs + dedicated ASICs.' TrendForce predicts that domestic solutions will account for nearly 90% of China's high-end AI chip market by 2026, indicating that the supply structure of China's high-end AI chip market is rapidly shifting toward local solutions. [Original Link]