
After Nvidia Pauses China Outlook, Top Chinese Automakers Race To Ditch Foreign Chips, Aim For 100% Domestic Supply By 2027: Report

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Chinese automakers are rapidly moving to eliminate foreign semiconductors from their vehicles by 2027, with brands like SAIC Motor and BYD aiming for 100% domestic chip production by 2026. This initiative, supported by China's Ministry of Industry and Information Technology, comes after Nvidia announced it would exclude China from future revenue guidance due to U.S. export controls. The target marks a significant increase from a previous goal of 25% domestic chip usage this year, as companies seek technological self-reliance amid growing restrictions on foreign components.
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