Weekly · Monthly · Quarterly
What changed, what the evidence supports, and which milestones come next.
Huawei's scale-up roadmap and CXMT's fifth-generation DRAM milestone strengthen the case for useful domestic compute and memory capacity, while Huawei's own supply warning, the absence of an HBM milestone and a sampled optical module's US silicon show that sovereignty still lags.
Evidence through 2026-09-20 · Published 2026-09-21
Capital, revenue and framework-integration disclosures broaden the evidence for a commercially useful domestic AI stack, while HBM pricing, foreign optical components and missing production metrics show why full sovereignty remains further away.
Evidence through 2026-09-13 · Published 2026-09-14
This week’s evidence strengthens the case for domestic industry growth without resolving component dependence.
Evidence through 2026-09-11 · Published 2026-09-11
September’s early evidence points toward expanding suppliers and continuing pressure at critical inputs.
Evidence through 2026-09-11 · Published 2026-09-11
The quarter-to-date record increasingly turns on whether development milestones become dependable production.
Evidence through 2026-09-11 · Published 2026-09-11
China AI Observatory