Nvidia's H200 GPU is set to reshape China's high-end AI computing market, driving a surge of activity among domestic chipmakers. Chinese GPU and computing firms are mobilizing across the board, accelerating product tape-outs, building software ecosystems, and securing capital. This aggressive, multi-pronged effort signals the rapid formation of a localized compute architecture designed to break international reliance and capture diverse market segments

Tokyo Ohka Kogyo plans to accelerate investment in South Korea and expand production of materials critical to generative AI semiconductors, positioning itself to meet rising demand for advanced lithography and packaging technologies