# 中国AI芯片自给率快速提升，华为Ascend开始替代Nvidia

- 来源：Chubby♨️ (@kimmonismus)
- 发布时间：2026-07-24 21:29
- AIHOT 分数：53
- AIHOT 链接：https://aihot.virxact.com/items/cmrz04pm000gzroeyyb46us9w
- 原文链接：https://x.com/kimmonismus/status/2080646634422087776

## AI 摘要

2021年中国约90%的AI芯片来自国外，2025年该比例降至60%以下，摩根士丹利预计2030年可降至25%。华为通过组合旧设备与先进封装技术，其Ascend芯片已能在部分AI任务中替代Nvidia硬件。尽管Nvidia最强芯片算力仍是华为的约四倍，且中国仍依赖进口设备，但芯片完全自主已不再遥不可及。

## 正文

China is doing what many thought export controls would prevent： building a domestic AI-chip stack that can start replacing Nvidia.

Vis WSJ

In 2021， around 90% of China's AI chips came from abroad. By 2025， that figure had fallen below 60%. Morgan Stanley estimates it could drop to 25% by 2030.

Without access to cutting-edge EUV machines， Huawei is combining older production tools with advanced packaging， chip stacking and massive clusters. Its Ascend chips can already replace Nvidia hardware for some AI tasks.

China is still behind： Nvidia's best chip offers roughly four times the compute of Huawei's strongest chip. China also remains dependent on foreign equipment.
But complete chip sovereignty no longer looks impossible. And that is a development almost nobody saw coming this quickly.

To be perfectly clear： the biggest moat for the US right now remains chips and the embargoes. ASML is not allowed to sell EUV chips to China. Despite this， China is increasingly managing to develop its own chips， which are constantly improving.