The Kobeissi Letter(@KobeissiLetter):China is reducing its reliance on foreign AI chips: China's AI chip self-sufficiency ratio is up to a record 41%. This measures the proportion of domestic AI chip demand met by locally produced chips, rather than imported ones. This ratio has QUADRUPLED over the last 5 years. The AI chip self-sufficiency ratio is now projected to more than DOUBLE to ~85% by 2030, according to Morgan Stanley. In other words, China could meet nearly all of its own AI chip demand domestically within 5 years. China's AI chip independence is accelerating.

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The Kobeissi Letter@KobeissiLetter

2026.05.16 19:48

China is reducing its reliance on foreign AI chips: China's AI chip self-sufficiency ratio is up to a record 41%. This measures the proportion of domestic AI chip demand met by locally produced chips, rather than imported ones. This ratio has QUADRUPLED over the last 5 years. The AI chip self-sufficiency ratio is now projected to more than DOUBLE to ~85% by 2030, according to Morgan Stanley. In other words, China could meet nearly all of its own AI chip demand domestically within 5 years. China's AI chip independence is accelerating.

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