Since the CHIPS and Science Act signed into law in August 2022, the U.S. has imposed a series of restrictions on chips exports to China. The urgency to develop homegrown chips has driven heated discussions between the Chinese government and businesses. This report analyzes the development of server processors by Chinese CPU (Central Processing Unit) suppliers, cloud service providers, and startups.
List of Topics Covered:
- The impact of the U.S. Chips and Science Act on China, touching on the development of server processors by Chinese CPU suppliers, cloud service providers, and startups.
- How the Chinese government has supported local server suppliers using homegrown chips and includes Chinese telecoms' decision to adopt more homegrown chips.
- The impact of the U.S. ban on the development of China's homegrown chips and how this has helped accelerate the development.
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Table of Contents
1. The US Tightening Chip Exports to China Via Chips and Science Act
1.1 Huawei Sells x86 Server Business due to Numerous Restrictions
1.2 U.S. Limits Expand from Exports of High-end Chips to Advanced EUV Systems
2. China’s Government Supports Server Vendors Using HomeGrown Chips
2.1 China's Share of Homegrown Servers and Adoption of Homegrown Chips Increases
2.2 Chinese Telecoms’ Server Tenders Adopt Homegrown Chips Largely
3. U.S. Ban Pushes China to Speed Up Developing Homegrown Chips
3.1 China Speeds Up Developing Homegrown Server CPUs with Constrained Manufacturing Capabilities
3.2 Chinese Cloud Service Providers Develop AI Accelerators and DPUs to Improve Data Center Efficiency
3.3 AI and Data Center Processor Development of Startups May be Affected by Next U.S. Ban
4. Analyst Perspective
4.1 Homegrown Chips Become China’s National Strategy as the U.S. Continues to Decouple from China
4.2 China Likely to Manufacture Mature Server Chips Massively as Short Term Replacement
Appendix
List of Companies
List of Tables
Table 1 Processor Specifications for Chinese Telecoms’ Server Tenders
Table 2 Chinese Homegrown Processors - CPU
Table 3 Chinese Homegrown Processors - AI Accelerators and DPUs Developed by Cloud Service Providers
Table 4 Chinese Homegrown Processors - AI Accelerators and DPUs Developed by Startups
List of Figures
Figure 1 China’s Server Industry Chain
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- 21Vianet
- Alibaba
- AMD
- Applied Materials
- AWS
- Baidu
- ByteDance
- Cambricon
- China Mobile
- China Telecom
- Corigine
- Dawning Information Industry
- Dayu
- Dell
- Dexin
- Digital China Group
- Digital Reality
- Equinix
- Fiberhome Telecommunication
- Foxconn
- Global Data Solutions
- GlobalFoundries
- Huawei
- Hygon Information Technology
- IBM
- Iluvatar Corex
- Inspur
- Intel
- Inventec
- JaguarMicro
- KLA
- Lam Research
- Lenovo
- Loongson Technology
- Microsoft
- MiTAC
- Nettrix
- Nvidia
- Pingtouge (Shanghai) Semiconductor
- PowerLeader
- Quanta
- Samsung
- Shanghai AtHub
- Shanghai Zhaoxin Semiconductor
- Sichuan Rainbow Consulting & Software
- SMIC
- Sugon
- Supermicro
- Tencent
- Tsinghua Tongfang
- Tsinghua Unigroup
- TSMC
- Tyan
- VIA Technologies
- Wistron
- Wuhan Yangtze Computing Technologies
- xFusion Digital Technologies
- Yunsilicon
- Yusur
- ZTE
Methodology
Primary research with a holistic, cross-domain approach
The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.
Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:
Method
- Component supplier interviews
- System supplier interviews
- User interviews
- Channel interviews
- IPO interviews
- Focus groups
- Consumer surveys
- Production databases
- Financial data
- Custom databases
Methodology
- Technology forecasting and assessment
- Product assessment and selection
- Product life cycles
- Added value analysis
- Market trends
- Scenario analysis
- Competitor analysis
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