中国加速推进高端 AI 芯片自主化，迈向“国产 GPU + 自研 ASIC”双轨模式
China's Aggressive Push for High-End AI Chip Autonomy
TrendForce 供应链调查显示，尽管有消息传出中国可能放宽对 NVIDIA H200 的进口限制，但 H200 实际进入中国仍高度不确定。在高端 GPU 出口管制下，中国政府今年积极推动国产 AI 芯片采用，本土生态在先进制程、先进封装和散热管理等环节逐步成熟。中国 AI 基础设施正从依赖国外 GPU 转向“国产 GPU + 自研 ASIC”双轨模式。
Recent reports suggest China may ease restrictions on NVIDIA H200 imports, potentially opening new opportunities for the GPU. However, TrendForce’s latest supply chain checks show that successful H200 shipments into China remain highly uncertain. Despite trade restrictions on high-end GPUs, China’s AI sector has not slowed down. Instead, it has sped up efforts to build a self-sufficient domestic AI supply chain.
This year, the Chinese government has actively encouraged the adoption of domestic AI chips. This policy push will likely provide priority support to high-potential domestic players, allowing them to substantially expand their market share in China’s high-end AI server market. At the same time, the domestic ecosystem is maturing in key areas such as advanced foundry nodes, advanced packaging, and thermal management. Together, these developments are moving China’s AI infrastructure away from its heavy reliance on foreign GPUs, toward a dual-track model of “domestic GPUs + proprietary ASICs.”
This article will explore:
How China’s high-end AI chip supply structure is being reshaped
WAIC 2026: The shift toward rack-scale supernode architectures
TrendForce View on component demand driven by supernode architectures
Related report: Global Capex Rises as China Builds AI Autonomy
来源：TrendForce Insights 半导体产业洞察 · insights.trendforce.com