Huawei
China's sanctioned giant: Ascend chips, CloudMatrix systems, CANN software.
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Cut off from TSMC and US technology, Huawei built a domestic stack: HiSilicon Ascend accelerators made at SMIC, the CloudMatrix 384 rack system that trades power for scale, the MindSpore/CANN software layer, and even domestic HBM efforts. It is the center of gravity of China's AI hardware substitution — and the explicit target of successive US export-control rounds.
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Record reviewed as of 2026-01-15 — see Methodology.