Huawei braces for $12 billion in AI chip revenue driven by homegrown AI model demand —  Chinese fabs can barely keep up as Nvidia's market share craters within the region

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https://www.tomshardware.com/tech-industry/huawei-expects-12-billion-in-ai-chip-revenue-this-year-as-nvidias-china-market-share-hits-zero

Export controls, DeepSeek V4, and SMIC’s production have reshaped China’s AI hardware market in less than a year.

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