Nvidia(US:NVDA) Huan Qiu Wang Zi Xun·2025-07-23 04:39Core Viewpoint - Huang Renxun, founder of Nvidia, emphasized the impossibility of a complete decoupling in the global supply chain during his visit to Beijing, highlighting the unique importance of the Chinese market for Nvidia [1][3]. Group 1: Nvidia's Position in the AI Market - Huang stated that the Chinese AI market is irreplaceable for Nvidia, and not participating could lead to unpredictable and unfavorable consequences [3]. - He acknowledged that regardless of Nvidia's involvement, the AI market in China will continue to progress, driven by innovative companies like Huawei [3]. - Huang expressed admiration for Huawei, viewing it as a competitor rather than an adversary [3]. Group 2: Global Supply Chain Dynamics - Huang's comments sparked discussions in Taiwan about the interdependence of global supply chains, countering the notion of a complete decoupling [3][4]. - Taiwanese media personalities noted that Huang's insights reflect the complex reality of technological competition between the US and China, which cannot be simplified into a binary opposition [3]. Group 3: Political Implications in Taiwan - The remarks raised questions about the feasibility of Taiwan's "non-red supply chain" strategy proposed by its leadership, suggesting it may be overly idealistic [4]. - Critics pointed out that Huang's assertion challenges the Taiwanese government's approach to economic decoupling from China, urging a reevaluation of their strategy [4]. - The commentary highlighted concerns that pursuing such a decoupling strategy could harm Taiwan's industries and citizens' welfare [4].