Group 1 - The recent U.S. ban on Huawei's Ascend AI chips has shown a pattern of inconsistent policy, initially declaring global use of Huawei chips illegal, then shifting to a "risk warning" shortly after, reflecting confusion in U.S. strategy and highlighting China's resilience in technology [1][3] - Despite the U.S. tech war, China has not been significantly hindered; instead, it has made strides in technology, with Huawei's Ascend chips performing competitively at 40% of the price of international counterparts, and countries like Saudi Arabia and the UAE purchasing them [3][5] - Chinese companies like Xiaomi have developed 3nm chips, achieving top-tier design capabilities, while advancements in domestic operating systems, electric vehicles, and large model technologies are emerging as new global options [3][5] Group 2 - The U.S. blockade appears counterproductive, with companies like NVIDIA projected to lose $15 billion due to the ban, leading to complaints that the U.S. is ceding market share to China [5] - The underlying issue is the underestimation of China's innovative capacity, as restrictions have inadvertently spurred the development of alternatives, such as Huawei's backup plans and advancements in 3D stacking technology [5][7] - China's response to U.S. attempts to ban Huawei's chips has been assertive, warning that any organization or individual assisting U.S. measures will be held accountable, undermining the legitimacy of U.S. legal claims [7][8] Group 3 - The ongoing competition can be likened to building walls versus creating bridges, with China's technological advancements illuminating a path of diverse coexistence [8] - The narrative of innovation suggests that true progress cannot be stifled, as it is rooted in market demand and thrives on open collaboration, ultimately flourishing through resilience in adversity [8]
美国禁令成“神助攻”?中国芯片逆袭打破美国“卡脖子”魔咒
Xin Lang Cai Jing·2025-05-23 05:26