{ "schema_version": "touchdown.ai-chip-graph.coverage.v2", "coverage_cutoff": "2026-08-01", "status": "dated_china_queue_source_normalized_us_queue_open", "unit": "publicly evidenced accelerator product family, grouped only when architecture, memory path, process scope, and readiness are materially shared", "country_rule": "China and United States lanes describe design-company headquarters. Ownership, design site, wafer fabrication, packaging, assembly, and deployment geography remain separate.", "inclusion_rule": [ "The designer was headquartered in mainland China or the United States at the cutoff, or is an explicitly listed jurisdiction boundary case.", "A named accelerator family, die, card, module, system, vehicle platform, or internal cloud accelerator has a qualifying public source.", "The hardware targets AI training, inference, graphics compute, scientific compute, automotive AI, edge AI, or client AI acceleration.", "Rumor-only projects and logo-only references remain unverified rather than included." ], "dispositions": [ "included", "queued", "researched_no_record", "excluded_with_reason", "dormant", "defunct", "jurisdiction_boundary" ], "summary": { "baseline_product_families": 32, "included_product_families": 55, "included_china_product_families": 38, "included_us_product_families": 17, "baseline_design_company_groups": 19, "included_design_company_or_program_groups": 39, "included_design_companies": 39, "included_china_design_companies": 30, "included_us_design_companies": 9, "named_product_company_labels": 40, "named_china_product_company_labels": 31, "named_us_product_company_labels": 9, "original_candidate_ledger_groups": 36, "promoted_candidate_groups": 20, "queued_design_company_or_program_groups": 16, "candidate_design_company_or_program_groups": 55, "china_candidate_groups": 20, "china_queue_normalized_groups": 20, "china_queue_remaining_groups": 0, "us_candidate_groups": 15, "us_queue_normalized_groups": 0, "us_queue_remaining_groups": 15, "jurisdiction_boundary_groups": 1, "open_evidence_gates": 15, "complete": false }, "included_designers": [ { "group_id": "baseline-cn-shanghai-dfsx", "company": "Shanghai DFSX", "country": "China", "product_ids": [ "dfsx-df1000" ], "disposition": "included", "inclusion_source": "baseline_registry", "product_family_count": 1 }, { "group_id": "baseline-cn-huawei", "company": "Huawei", "country": "China", "product_ids": [ "huawei-ascend-910c", "huawei-ascend-950dt", "huawei-ascend-950pr" ], "disposition": "included", "inclusion_source": "baseline_registry", "product_family_count": 3 }, { "group_id": "baseline-cn-cambricon", "company": "Cambricon", "country": "China", "product_ids": [ "cambricon-mlu370", "cambricon-mlu590-690" ], "disposition": "included", "inclusion_source": "baseline_registry", "product_family_count": 2 }, { "group_id": "baseline-cn-biren-technology", "company": "Biren Technology", "country": "China", "product_ids": [ "biren-br100" ], "disposition": "included", "inclusion_source": "baseline_registry", "product_family_count": 1 }, { "group_id": "baseline-cn-metax", "company": "MetaX", "country": "China", "product_ids": [ "metax-c500-c550", "metax-c600" ], "disposition": "included", "inclusion_source": "baseline_registry", "product_family_count": 2 }, { "group_id": "baseline-cn-enflame", "company": "Enflame", "country": "China", "product_ids": [ "enflame-s60", "enflame-t20-t21" ], "disposition": "included", "inclusion_source": "baseline_registry", "product_family_count": 2 }, { "group_id": "baseline-cn-moore-threads", "company": "Moore Threads", "country": "China", "product_ids": [ "moore-threads-s4000" ], "disposition": "included", "inclusion_source": "baseline_registry", "product_family_count": 1 }, { "group_id": "baseline-cn-iluvatar-corex", "company": "Iluvatar CoreX", "country": "China", "product_ids": [ "iluvatar-bi-v150" ], "disposition": "included", "inclusion_source": "baseline_registry", "product_family_count": 1 }, { "group_id": "baseline-cn-kunlunxin-baidu", "company": "Kunlunxin / Baidu", "country": "China", "product_ids": [ "kunlunxin-p800" ], "disposition": "included", "inclusion_source": "baseline_registry", "product_family_count": 1 }, { "group_id": "baseline-cn-horizon-robotics", "company": "Horizon Robotics", "country": "China", "product_ids": [ "horizon-journey-6" ], "disposition": "included", "inclusion_source": "baseline_registry", "product_family_count": 1 }, { "group_id": "baseline-us-nvidia", "company": "NVIDIA", "country": "United States", "product_ids": [ "nvidia-blackwell-b200", "nvidia-blackwell-b300", "nvidia-gb200-nvl72", "nvidia-gb300-nvl72", "nvidia-vera-rubin-nvl72" ], "disposition": "included", "inclusion_source": "baseline_registry", "product_family_count": 5 }, { "group_id": "baseline-us-amd", "company": "AMD", "country": "United States", "product_ids": [ "amd-instinct-mi300x", "amd-instinct-mi325x", "amd-instinct-mi350x", "amd-instinct-mi355x" ], "disposition": "included", "inclusion_source": "baseline_registry", "product_family_count": 4 }, { "group_id": "baseline-us-intel", "company": "Intel", "country": "United States", "product_ids": [ "intel-arc-b-series", "intel-gaudi-3" ], "disposition": "included", "inclusion_source": "baseline_registry", "product_family_count": 2 }, { "group_id": "baseline-us-cerebras", "company": "Cerebras", "country": "United States", "product_ids": [ "cerebras-wse-3" ], "disposition": "included", "inclusion_source": "baseline_registry", "product_family_count": 1 }, { "group_id": "baseline-us-groq", "company": "Groq", "country": "United States", "product_ids": [ "groq-lpu" ], "disposition": "included", "inclusion_source": "baseline_registry", "product_family_count": 1 }, { "group_id": "baseline-us-google", "company": "Google", "country": "United States", "product_ids": [ "google-tpu" ], "disposition": "included", "inclusion_source": "baseline_registry", "product_family_count": 1 }, { "group_id": "baseline-us-amazon-web-services", "company": "Amazon Web Services", "country": "United States", "product_ids": [ "aws-trainium-inferentia" ], "disposition": "included", "inclusion_source": "baseline_registry", "product_family_count": 1 }, { "group_id": "baseline-us-microsoft", "company": "Microsoft", "country": "United States", "product_ids": [ "microsoft-maia" ], "disposition": "included", "inclusion_source": "baseline_registry", "product_family_count": 1 }, { "group_id": "baseline-us-meta", "company": "Meta", "country": "United States", "product_ids": [ "meta-mtia" ], "disposition": "included", "inclusion_source": "baseline_registry", "product_family_count": 1 }, { "group_id": "candidate-cn-alibaba-t-head-hanguang", "company": "Alibaba / T-Head", "country": "China", "product_ids": [ "alibaba-t-head-hanguang-800" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 1 }, { "group_id": "candidate-cn-tencent-zixiao", "company": "Tencent", "country": "China", "product_ids": [ "tencent-zixiao-c100" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 1 }, { "group_id": "candidate-cn-hygon-dcu", "company": "Hygon", "country": "China", "product_ids": [ "hygon-dcu-8000" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 1 }, { "group_id": "candidate-cn-sophgo-bitmain-ai-accelerators", "company": "SOPHGO / Bitmain", "country": "China", "product_ids": [ "sophgo-bm1690" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 1 }, { "group_id": "candidate-cn-denglinai-gpgpu", "company": "DenglinAI", "country": "China", "product_ids": [ "denglin-goldwasser-l" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 1 }, { "group_id": "candidate-cn-vastai-ai-accelerators", "company": "Vastai Technologies", "country": "China", "product_ids": [ "vastai-va10-family" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 1 }, { "group_id": "candidate-cn-axera-edge-automotive-ai-socs", "company": "Axera", "country": "China", "product_ids": [ "axera-ax650-family" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 1 }, { "group_id": "candidate-cn-intellifusion-ai-accelerators", "company": "Intellifusion", "country": "China", "product_ids": [ "intellifusion-deepedge10-family" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 1 }, { "group_id": "candidate-cn-corerain-dataflow", "company": "Corerain", "country": "China", "product_ids": [ "corerain-caisa-430", "corerain-n460h" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 2 }, { "group_id": "candidate-cn-tsingmicro-reconfigurable-ai", "company": "TsingMicro", "country": "China", "product_ids": [ "tsingmicro-tx5-family" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 1 }, { "group_id": "candidate-cn-black-sesame-huashan-wudang", "company": "Black Sesame Technologies", "country": "China", "product_ids": [ "black-sesame-huashan-a1000-family" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 1 }, { "group_id": "candidate-cn-jingjia-micro-graphics-compute", "company": "Jingjia Micro", "country": "China", "product_ids": [ "jingjia-micro-ch37-family", "jingjia-micro-jm11-family" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 2 }, { "group_id": "candidate-cn-lisuan-graphics", "company": "Lisuan Technology", "country": "China", "product_ids": [ "lisuan-lx-7g100" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 1 }, { "group_id": "candidate-cn-innosilicon-graphics-compute", "company": "Innosilicon", "country": "China", "product_ids": [ "innosilicon-fenghua-3" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 1 }, { "group_id": "candidate-cn-unisoc-client-edge-ai", "company": "UNISOC", "country": "China", "product_ids": [ "unisoc-a7870", "unisoc-t9100" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 2 }, { "group_id": "candidate-cn-rockchip-client-edge-npu", "company": "Rockchip", "country": "China", "product_ids": [ "rockchip-rk3588" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 1 }, { "group_id": "candidate-cn-allwinner-client-edge-npu", "company": "Allwinner", "country": "China", "product_ids": [ "allwinner-v853" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 1 }, { "group_id": "candidate-cn-nio-automotive-silicon", "company": "NIO", "country": "China", "product_ids": [ "nio-shenji-nx9031" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 1 }, { "group_id": "candidate-cn-xpeng-automotive-silicon", "company": "XPeng", "country": "China", "product_ids": [ "xpeng-turing-ai-chip" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 1 }, { "group_id": "candidate-cn-li-auto-automotive-silicon", "company": "Li Auto", "country": "China", "product_ids": [ "li-auto-mahe-m100" ], "disposition": "included", "inclusion_source": "candidate_promotion", "product_family_count": 1 } ], "queued_for_ingestion": [ { "candidate_id": "candidate-us-apple-m-series-neural-engine", "company": "Apple", "family": "M-series GPU and Neural Engine families", "country": "United States", "disposition": "queued", "current_disposition": "unresearched", "reason": "No current normalized repository source ID establishes the queued Apple M-series GPU and Neural Engine generations as separate accelerator-family records." }, { "candidate_id": "candidate-us-qualcomm-multi-segment-ai", "company": "Qualcomm", "family": "Adreno, Hexagon, Cloud AI, and automotive families", "country": "United States", "disposition": "queued", "current_disposition": "source_lead_only", "reason": "The repository source establishes a Snapdragon 8295 automotive integration. It does not normalize the separate Adreno, Hexagon, Cloud AI, and automotive product families or their current lifecycle states." }, { "candidate_id": "candidate-us-tesla-fsd-dojo", "company": "Tesla", "family": "FSD and Dojo accelerator families", "country": "United States", "disposition": "queued", "current_disposition": "unresearched", "reason": "No current normalized repository source ID establishes separate Tesla FSD and Dojo generations, systems, deployment states, or manufacturing claims." }, { "candidate_id": "candidate-us-sambanova-rdu", "company": "SambaNova Systems", "family": "Reconfigurable Dataflow Unit families", "country": "United States", "disposition": "queued", "current_disposition": "unresearched", "reason": "No current normalized repository source ID establishes a SambaNova RDU generation, chip or system boundary, cloud-service scope, or current availability." }, { "candidate_id": "candidate-us-d-matrix-corsair", "company": "d-Matrix", "family": "Corsair and digital in-memory compute families", "country": "United States", "disposition": "queued", "current_disposition": "unresearched", "reason": "No current normalized repository source ID establishes a Corsair generation, digital in-memory architecture claim, system state, software support, or shipment state." }, { "candidate_id": "candidate-us-sima-ai-mlsoc", "company": "SiMa.ai", "family": "Machine Learning System-on-Chip families", "country": "United States", "disposition": "queued", "current_disposition": "unresearched", "reason": "No current normalized repository source ID establishes a SiMa.ai MLSoC generation, software boundary, production state, or current availability." }, { "candidate_id": "candidate-us-etched-transformer-accelerator", "company": "Etched", "family": "transformer accelerator programs", "country": "United States", "disposition": "queued", "current_disposition": "unresearched", "reason": "No current normalized repository source ID establishes an Etched accelerator beyond roadmap, working-silicon, system, manufacturing, or shipment boundaries." }, { "candidate_id": "candidate-us-ibm-ai-accelerators", "company": "IBM", "family": "AIU and disclosed AI accelerator programs", "country": "United States", "disposition": "queued", "current_disposition": "unresearched", "reason": "No current normalized repository source ID establishes IBM AIU or other disclosed accelerator generations, research versus product scope, or deployment state." }, { "candidate_id": "candidate-us-mythic-analog-matrix", "company": "Mythic", "family": "analog matrix processor families", "country": "United States", "disposition": "queued", "current_disposition": "unresearched", "reason": "No current normalized repository source ID establishes Mythic's current company status, product generation, software support, or product availability." }, { "candidate_id": "candidate-us-rain-ai-analog", "company": "Rain AI", "family": "analog AI accelerator programs", "country": "United States", "disposition": "queued", "current_disposition": "unresearched", "reason": "No current normalized repository source ID separates Rain AI research, prototype, product, and production states." }, { "candidate_id": "candidate-us-achronix-speedster-fpga", "company": "Achronix", "family": "Speedster FPGA and AI acceleration families", "country": "United States", "disposition": "queued", "current_disposition": "unresearched", "reason": "No current normalized repository source ID establishes a Speedster generation and its AI workload, software, production, or availability scope." }, { "candidate_id": "candidate-us-lightmatter-photonic", "company": "Lightmatter", "family": "photonic compute and interconnect products", "country": "United States", "disposition": "queued", "current_disposition": "unresearched", "reason": "No current normalized repository source ID separates Lightmatter photonic compute products from interconnect products or establishes current readiness and deployment." }, { "candidate_id": "candidate-us-nvidia-client-jetson-drive", "company": "NVIDIA", "family": "client GPU, Jetson, and DRIVE families", "country": "United States", "disposition": "queued", "current_disposition": "source_lead_only", "reason": "The repository source establishes an NVIDIA Thor automotive integration. Existing data-center NVIDIA families do not close the queued client GPU, Jetson, and DRIVE scope." }, { "candidate_id": "candidate-us-amd-radeon-ryzen-ai-versal", "company": "AMD", "family": "Radeon, Ryzen AI, and Versal families", "country": "United States", "disposition": "queued", "current_disposition": "unresearched", "reason": "Existing repository sources cover AMD Instinct data-center products, not the queued Radeon, Ryzen AI, and Versal product families." }, { "candidate_id": "candidate-us-intel-max-flex-fpga", "company": "Intel", "family": "Max, Flex, and FPGA accelerator families", "country": "United States", "disposition": "queued", "current_disposition": "unresearched", "reason": "Existing repository sources cover Intel Gaudi and Arc, not the queued Max, Flex, and FPGA accelerator families." }, { "candidate_id": "candidate-boundary-tenstorrent-wormhole-blackhole", "company": "Tenstorrent", "family": "Wormhole and Blackhole", "country": "Canada / United States", "disposition": "jurisdiction_boundary", "current_disposition": "excluded", "reason": "The current coverage contract is limited to designers headquartered in mainland China or the United States. coverage-v2 records Tenstorrent as a Canada/United States jurisdiction boundary, so this ledger excludes it from either country lane without treating the company or products as disproven." } ], "limits": [ "Candidate inclusion is an inventory action, not proof of a product, shipment, supplier, customer, or deployment claim.", "The site must use tracked, queued, or dated coverage language until every in-scope candidate has a final disposition.", "Private programs and undisclosed supplier relationships cannot be made complete from public evidence.", "Every included family must eventually carry an explicit known, reported, unknown, or not-applicable state for all fifteen required supply-chain categories.", "Completing the 20-group China candidate queue dated August 1, 2026 is not a claim to cover every Chinese accelerator company forever.", "A source-normalized product record does not prove a supplier, manufacturing path, customer qualification, deployment, shipment volume, or country-of-origin share." ], "product_company_labels": [ { "company": "Shanghai DFSX", "country": "China", "product_ids": [ "dfsx-df1000" ], "product_family_count": 1 }, { "company": "Huawei", "country": "China", "product_ids": [ "huawei-ascend-910c", "huawei-ascend-950dt", "huawei-ascend-950pr" ], "product_family_count": 3 }, { "company": "Cambricon", "country": "China", "product_ids": [ "cambricon-mlu370", "cambricon-mlu590-690" ], "product_family_count": 2 }, { "company": "Biren Technology", "country": "China", "product_ids": [ "biren-br100" ], "product_family_count": 1 }, { "company": "MetaX", "country": "China", "product_ids": [ "metax-c500-c550", "metax-c600" ], "product_family_count": 2 }, { "company": "Enflame", "country": "China", "product_ids": [ "enflame-s60", "enflame-t20-t21" ], "product_family_count": 2 }, { "company": "Moore Threads", "country": "China", "product_ids": [ "moore-threads-s4000" ], "product_family_count": 1 }, { "company": "Iluvatar CoreX", "country": "China", "product_ids": [ "iluvatar-bi-v150" ], "product_family_count": 1 }, { "company": "Kunlunxin / Baidu", "country": "China", "product_ids": [ "kunlunxin-p800" ], "product_family_count": 1 }, { "company": "Horizon Robotics", "country": "China", "product_ids": [ "horizon-journey-6" ], "product_family_count": 1 }, { "company": "Alibaba / T-Head", "country": "China", "product_ids": [ "alibaba-t-head-hanguang-800" ], "product_family_count": 1 }, { "company": "Tencent", "country": "China", "product_ids": [ "tencent-zixiao-c100" ], "product_family_count": 1 }, { "company": "Hygon", "country": "China", "product_ids": [ "hygon-dcu-8000" ], "product_family_count": 1 }, { "company": "SOPHGO", "country": "China", "product_ids": [ "sophgo-bm1690" ], "product_family_count": 1 }, { "company": "DenglinAI", "country": "China", "product_ids": [ "denglin-goldwasser-l" ], "product_family_count": 1 }, { "company": "Vastai Technologies", "country": "China", "product_ids": [ "vastai-va10-family" ], "product_family_count": 1 }, { "company": "Axera", "country": "China", "product_ids": [ "axera-ax650-family" ], "product_family_count": 1 }, { "company": "Intellifusion", "country": "China", "product_ids": [ "intellifusion-deepedge10-family" ], "product_family_count": 1 }, { "company": "Corerain", "country": "China", "product_ids": [ "corerain-caisa-430", "corerain-n460h" ], "product_family_count": 2 }, { "company": "TsingMicro", "country": "China", "product_ids": [ "tsingmicro-tx5-family" ], "product_family_count": 1 }, { "company": "Black Sesame Technologies", "country": "China", "product_ids": [ "black-sesame-huashan-a1000-family" ], "product_family_count": 1 }, { "company": "Jingjia Micro", "country": "China", "product_ids": [ "jingjia-micro-jm11-family" ], "product_family_count": 1 }, { "company": "Jingjia Micro / Chengheng Micro", "country": "China", "product_ids": [ "jingjia-micro-ch37-family" ], "product_family_count": 1 }, { "company": "Lisuan Technology", "country": "China", "product_ids": [ "lisuan-lx-7g100" ], "product_family_count": 1 }, { "company": "Innosilicon", "country": "China", "product_ids": [ "innosilicon-fenghua-3" ], "product_family_count": 1 }, { "company": "UNISOC", "country": "China", "product_ids": [ "unisoc-a7870", "unisoc-t9100" ], "product_family_count": 2 }, { "company": "Rockchip", "country": "China", "product_ids": [ "rockchip-rk3588" ], "product_family_count": 1 }, { "company": "Allwinner", "country": "China", "product_ids": [ "allwinner-v853" ], "product_family_count": 1 }, { "company": "NIO", "country": "China", "product_ids": [ "nio-shenji-nx9031" ], "product_family_count": 1 }, { "company": "XPeng", "country": "China", "product_ids": [ "xpeng-turing-ai-chip" ], "product_family_count": 1 }, { "company": "Li Auto", "country": "China", "product_ids": [ "li-auto-mahe-m100" ], "product_family_count": 1 }, { "company": "NVIDIA", "country": "United States", "product_ids": [ "nvidia-blackwell-b200", "nvidia-blackwell-b300", "nvidia-gb200-nvl72", "nvidia-gb300-nvl72", "nvidia-vera-rubin-nvl72" ], "product_family_count": 5 }, { "company": "AMD", "country": "United States", "product_ids": [ "amd-instinct-mi300x", "amd-instinct-mi325x", "amd-instinct-mi350x", "amd-instinct-mi355x" ], "product_family_count": 4 }, { "company": "Intel", "country": "United States", "product_ids": [ "intel-arc-b-series", "intel-gaudi-3" ], "product_family_count": 2 }, { "company": "Cerebras", "country": "United States", "product_ids": [ "cerebras-wse-3" ], "product_family_count": 1 }, { "company": "Groq", "country": "United States", "product_ids": [ "groq-lpu" ], "product_family_count": 1 }, { "company": "Google", "country": "United States", "product_ids": [ "google-tpu" ], "product_family_count": 1 }, { "company": "Amazon Web Services", "country": "United States", "product_ids": [ "aws-trainium-inferentia" ], "product_family_count": 1 }, { "company": "Microsoft", "country": "United States", "product_ids": [ "microsoft-maia" ], "product_family_count": 1 }, { "company": "Meta", "country": "United States", "product_ids": [ "meta-mtia" ], "product_family_count": 1 } ], "counting_note": "included_design_companies is retained as a compatibility alias for included_design_company_or_program_groups. That 55-group denominator is 19 baseline groups plus 36 historical candidate groups. named_product_company_labels is a separate literal count from product.company fields and must not be added to the remaining queue. One dated Jingjia candidate group currently spans two literal product-company labels." }