China has already been manufacturing memory and AI GPUs for a long time.

CXMT is now the world's fourth-largest DRAM manufacturer, with about 7.7% market share in 2025; YMTC has about 13% of the global NAND market.

Meituan's newly released 1.6T LongCat was trained entirely on Huawei cards. DeepSeek, Qwen, GLM and others are also actively doing domestic-card adaptation and replacement.