build1 distinct publisher
China's accelerator swap makes Cambricon supply, not export policy, your ship-date risk
TrendForce now expects domestic silicon to take about 90% of China's AI accelerator market in 2026, up from 45%. The arithmetic says the constraint is fab and packaging output, not Washington.
Publishers:tomshardware.com
Reality
- Evidence32
- Adoption48
- Hype gap+38
- Incentives62
- Confidence40