No, we already know that most of the production will go to Chinese datacenters.
The mandate formalizes a policy trajectory already underway. Beijing introduced a requirement in August 2025 that data centers source at least 50% of chips locally.
With the demand, that 50% requirement likely means almost all of the Chinese domestic production for quite some time. And the mandate will most likely rise to 100% as soon as Chinese domestic production can cover it.
Tomorrow’s headline: “EvilTechAI™ Has Signed an Agreement To Purchase Huawei’s Entire Stock Of Ram For The Next Five Years”
Either that or “US company cries to daddy Trump about “China bad!” and Trump bans Huawei ram.”
If the US wants to cut off its nose to spite its face, good, more for the rest of the world…
One thing that might prevent that is Chinas desire to not let American AI companies win.
No, we already know that most of the production will go to Chinese datacenters.
Source
With the demand, that 50% requirement likely means almost all of the Chinese domestic production for quite some time. And the mandate will most likely rise to 100% as soon as Chinese domestic production can cover it.