China's making their own chips now

Industry Strategic Trends - Chinese AI companies are increasingly prioritizing the development of proprietary AI chips to reduce reliance on U.S.-based hardware providers like Nvidia [1] - Achieving full-stack AI capabilities is identified as a critical strategic objective for Chinese firms to ensure technological independence [1] Competitive Landscape - DeepSeek is reportedly exploring the internal development of AI chips to strengthen its position in the global AI market [1] - The company behind the GLM model (which currently holds a 5.2% performance metric as a leading open-source model) is also evaluating the feasibility of building custom AI chips [2]