China AI 国产替代 Chain
China AI 国产替代 Market Map
China AI domestic substitution chain focused on semiconductor sovereignty, infrastructure localization, and domestic AI applications. English is the primary research label; Chinese terms are used as a secondary recognition layer for institutional cross-border coverage.
12
Nodes
4
Links
12
Priced
0
Gaps
AI Capex Supercycle (AI资本开支周期)HBM Shortage (高带宽存储短缺)China Domestic Substitution (国产替代)Datacenter Power Bottleneck (数据中心电力瓶颈)Inference Demand Explosion (推理需求爆发)GPU (图形处理器)ASIC (专用集成电路)HBM (高带宽存储)CPO (共封装光学)
Connected Supply Chain Lanes
Layered AI Industry Flow
Lanes are grouped by category; explicit direction appears only in relationships below.
Layer 1
AI Chips & Accelerators (AI芯片与加速器)
2 nodes · 2 priced
Layer 2
Foundry (晶圆代工)
2 nodes · 2 priced
Layer 3
Semiconductor Equipment (半导体设备)
2 nodes · 2 priced
Layer 4
Advanced Packaging / OSAT (先进封装 / 封测)
2 nodes · 2 priced
Layer 5
AI Servers (AI服务器)
2 nodes · 2 priced
Layer 6
Optical Networking / CPO (高速光互联 / 共封装光学)
1 nodes · 1 priced
Layer 7
AI Applications / Software (AI应用 / 软件)
1 nodes · 1 priced
Directional Relationship Lines
Dependency / Supplier / Beneficiary Map
4 links
寒武纪 -> 中芯国际
dependency · 4/5directional line→
国产 AI 芯片长期依赖国内晶圆制造能力提升。
北方华创 -> 中芯国际
supplier · 4/5directional line→
国产设备平台服务国内晶圆厂扩产和设备替代。
长电科技 -> 寒武纪
beneficiary · 3/5directional line→
AI 芯片复杂度提升带动先进封装需求。
中际旭创 -> 浪潮信息
beneficiary · 4/5directional line→
AI 服务器集群拉动高速光模块需求。