9 Chinese AI Chips Pass Safety Certification; Cambricon Excluded

The China Information Technology Security Evaluation Center and the National Information Security Standardization Technical Committee announced on the 26th that nine domestic AI training and inference chips have been granted 'safety and reliability' status. This marks the first time China has established a specific category for AI chips under its security certification framework. The certified products come from companies including Huawei HiSilicon, Alibaba's T-Head, Biren Technology, Hygon, Iluvatar CoreX, MetaX, and Moore Threads. However, the exclusion of industry leaders such as Cambricon, Kunlunxin, and Enflame Technology has drawn significant market attention. The certification evaluates core technology, security, and sustainability, and may serve as a benchmark for government procurement. Morgan Stanley predicts that China's AI chip market will reach $67 billion by 2030, with a self-sufficiency rate of 76%, though challenges remain regarding software ecosystems and performance gaps compared to international rivals.