The Rise of China GPU Makers: AI and Tech Sovereignty Drive New GPU Entrants

The number of GPU startups in China is extraordinary as the country tries to gain AI prowess as well as semiconductor sovereignty, according to a new report from Jon Peddie Research. In addition, the number of GPU makers grew worldwide in recent years as demand for artificial intelligence (AI), high-performance computing (HPC), and graphics processing increased at a rather unprecedented rate. When it comes to discrete graphics for PCs, AMD and Nvidia maintain lead, whereas Intel is trying to catch up. 

18 GPU Developers

Tens of companies developed graphics cards and discrete graphics processors in the 1980s and the 1990s, but cut-throat competition for the highest performance in 3D games drove the vast majority of them out of business. By 2010, only AMD and Nvidia could offer competitive standalone GPUs for gaming and compute, whereas others focused either on integrated GPUs or GPU IP.

The mid-2010s found the number of China-based PC GPU developers increasing rapidly, fueled by the country’s push for tech self-sufficiency as well as the advent of AI and HPC as high-tech megatrends. 


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