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Aug 10Mon
  1. TrendForce Insights Semiconductor Industry Insights44

    China's Aggressive Push for High-End AI Chip Autonomy

    TrendForce supply chain research shows that despite reports China may relax import restrictions on the NVIDIA H200, actual H200 entry into China remains highly uncertain. Under export controls on high-end GPUs, the Chinese government is actively promoting domestic AI chip adoption this year, and the local ecosystem is gradually maturing in advanced process nodes, advanced packaging, and thermal management. China's AI infrastructure is shifting from reliance on foreign GPUs toward a dual-track model of domestic GPUs plus in-house ASICs.

Jul 22Wed
  1. TrendForce Insights Semiconductor Industry Insights46

    From Training to Inference: A Paradigm Shift in the Memory Hierarchy

    As test-time scaling rises, the AI industry's focus is shifting from training to inference, bringing structural changes to the memory hierarchy. In the first half of 2026, NVIDIA and Google respectively launched CMX, Rubin integrated Groq LPX, and the TPU v8i designed for inference (with 72 GB more HBM3e and 384 MB SRAM than the TPU v8t).