Domestic chip suppliers led by Huawei and Cambricon are expected to account for close to 80 percent of China’s AI server chip market this year, TrendForce forecast. Foreign suppliers including Nvidia and AMD are seen falling to 21 percent market share in 2026 from 34 percent last year, while Chinese suppliers rise to 56 percent. Custom chips designed by Chinese internet firms are also growing, driven by geopolitical uncertainty and China’s push for tech self-reliance.

ByteDance’s AI chatbot app Doubao shed 6.1 million monthly active users in May after it signalled it would introduce paid subscriptions. Its MAU fell 1.81 percent to 330 million, marking a rare decline since its 2023 launch. The company unveiled pricing on its iOS page, with plans ranging from 68 yuan a month to 500 yuan. Alibaba’s Qwen gained more than 13 million users in May.