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AI & Enterprise

China AI server chip market sees domestic share near 80 percent, narrowing Nvidia\'s footing

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.

AI & Enterprise

Z.ai unveils GLM-5.2 trained with only Huawei chips, without Nvidia

Chinese AI company Z.ai, formerly Zhipu AI, unveiled its next-generation large language model GLM-5.2 trained without Nvidia chips, using only Huawei Ascend accelerators. Z.ai said the model delivered top-tier performance on coding and agent benchmarks, nearing Anthropic’s Claude Opus 4.8. It is distributed under the MIT licence without country restrictions, supports a 1 million-token context window and is priced below Claude Opus 4.8 for API use.

Industry

China\'s EDA industry joins Huawei\'s Tau Scaling 3D chip push; commercialisation seen 4 to 5 years away

China\'s semiconductor design software industry is moving to support Huawei\'s next-generation chip strategy, with companies developing tools aligned to its Tau Scaling framework and 3D design approach. Empyrean Technology unveiled a 3D IC verification platform, while a Peking University team showed a prototype compatible with Huawei\'s Logic Folding architecture. Industry and research groups say technical hurdles and gaps with U.S.-led full-flow EDA suites mean commercialisation could take 4 to 5 years.