China's AI Chip Push: From 34% to 82% Domestic Supply by 2027

Morgan Stanley forecasts China will source 82% of AI chips domestically by 2027, up from 34% in 2024, assuming US export controls remain in place. The shift reflects Beijing's heavy investment in its own semiconductor manufacturing and a broader push—new research labs, university programs, and standardized AI training—designed to reduce dependence on US technology amid rising geopolitical friction.