Is there a turning point in the US China chip war? 9 domestic AI chip companies sell over 10000 cards

From top players supported by technology giants to entrepreneurial enterprises deeply involved in the field, at least 9 domestic AI chip companies have shipped or ordered over 10000 pieces, and more than 10 local brands have firmly established themselves, breaking through the blockade with production capacity breakthroughs, marking a profound shift in the competitive landscape of the US China chip war.

1、 Blockade forcing breakthrough: Domestic AI chips usher in large-scale explosion

In recent years, the United States has continued to escalate its containment of China's chip industry, from banning the sale of A100 chips in 2022 to stopping the supply of H20 chips to China in 2025, targeting the foundation of China's AI computing power and attempting to slow down the iteration of AI technology and industrial landing. However, extreme pressure has become a catalyst for the localization of domestic AI chips, forcing domestic enterprises to increase research and development, accelerate iteration, and promote the transition of domestic AI chips from "usable" to "easy to use", achieving breakthroughs in large-scale production and marketization.

According to a survey conducted by China's "Finance and Economics Magazine", at least 9 AI chip companies in China have shipped or ordered over 10000 units, covering companies at different stages of development, forming a diversified competitive landscape. This breakthrough is a signal of the overall maturity of the domestic AI chip industry. After years of accumulation, its performance stability and compatibility have significantly improved, and it can now meet the needs of scenarios such as data centers, AI large model training, and inference. It has gained market recognition and officially entered the stage of large-scale shipment.

2、 Clear hierarchy: 9 companies leading the way, covering players across the entire industry chain

The 9 companies that have broken through the ten thousand card mark in this shipment have a clear lineup, including the leading force supported by technology giants, the backbone enterprises that are going public/rushing to go public, and the vitality supplement of start-up companies, covering the entire track of AI chip research and industrialization, demonstrating the deep foundation and strong vitality of the industry.

The first tier is represented by Huawei Ascend and Baidu Kunlun Chip, relying on the parent company's technological, financial, and ecological advantages to become the "leader" in shipment, with a cumulative shipment volume of 100000 cards, which can be applied to AI large model training. According to IDC data, in the second half of 2025, Huawei Ascend will remain the top player in the domestic AI chip market, while Baidu Kunlun Chip will rank third. Both have stable customers and a complete ecosystem, and are widely used in telecommunications, technology, finance, and other fields. Baidu has also launched the Kunlun Chip P8 million card cluster in February 2025 and plans to expand it.

The second tier includes listed/sprint listed companies such as Cambricon, Muxi, Tiantian Zhixin, and Suiyuan Technology, which are deeply involved in the field of general-purpose GPUs. Cambrian's flagship product, the Siyuan 590, is benchmarked against the Nvidia A100 in terms of performance (reaching 80% -90% of it), with a revenue of 2.881 billion yuan in the first half of 2025, a year-on-year increase of 4347.82%, successfully turning losses around; Muxi Co., Ltd. has accumulated sales of 25000 cards and has landed on multiple national level computing platforms.

The third tier is represented by start-up companies such as Sunrise and Qingwei Intelligence. Although they have not yet gone public, they have achieved breakthroughs through precise positioning and technological advantages. By 2025, the shipment or order volume will both exceed 10000 pieces, becoming a new force in the industry and enriching the product matrix.