China's AI Chip Industry Takes Off

Seven Chinese companies are shipping H100/H200-class AI chips, with most having IPO'd in the last six months. The author has mapped these companies, highlighting China's progress in developing alternative AI solutions.

One continuously updated timeline instead of dozens of separate articles. New developments are appended as the story evolves.

1. UpdateJun 23, 2026, 03:50 PM 73%

   Seven Chinese companies begin shipping H100/H200-class AI chips, marking a significant milestone in China's AI development

   Seven Chinese companies are shipping H100/H200-class AI chips, with most having IPO'd in the last six months. The author has mapped these companies, highlighting China's progress in developing alternative AI solutions.

   Read the full story →