China OSAT share in cloud AI accelerators to hit 13% in 2026 as local ASIC volume ramps up
As China accelerates its push for homegrown AI computing chips, custom ASIC accelerators from domestic tech giants—including Huawei, Cambricon, and Alibaba—are entering volume production. These chips are being routed to Chinese OSAT providers such as JCET Group, Tongfu Microelectronics, and SJ Semiconductor (SJSemi), driving a steady expansion in Chinese OSATs' share of the global cloud AI accelerator market.
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