峰回路转！中国芯成功突围，华为传来捷报！美企CEO：是特朗普的错

Core Viewpoint - The ongoing technology war between the U.S. and China has resulted in significant losses for both sides, with U.S. tech giants acknowledging that their actions have inadvertently accelerated the rise of Chinese semiconductor companies like Huawei [2][3]. Group 1: U.S. Tech Giants' Perspective - U.S. tech leaders believe that the success of Chinese chip manufacturers is largely due to former President Trump's policies, which they argue have motivated Chinese companies to innovate and compete more fiercely [3]. - The sentiment among U.S. chip companies is one of frustration towards the rise of Chinese firms, with some expressing that they should not sell chips to China, indicating a desire for self-sufficiency in the U.S. tech industry [5]. Group 2: Huawei's Advancements - Huawei has recently launched several Ascend chips, which are reported to perform comparably to advanced AI chips from NVIDIA, marking a significant shift in the competitive landscape [7][11]. - The domestic market's reliance on imported AI chips has decreased, with the domestic chip localization rate rising from 31% to 49% in a few months, and Huawei capturing about one-third of the market share [13]. Group 3: Innovation and Strategy - In response to U.S. technology restrictions, Huawei has adopted innovative approaches that focus on differentiated technology rather than traditional methods, emphasizing a cluster effect for enhanced performance [15][16]. - The company's new Ascend 950/960/970 chips leverage a unique computing architecture that maximizes performance through collective processing power, demonstrating a strategic pivot in their development approach [16]. Group 4: Broader Implications - The narrative suggests that the era of U.S. technological dominance is waning, and that pressure and sanctions may inadvertently foster more innovative and complex technological advancements within Chinese companies [17].