“中国仅落后‘几纳秒’，我们必须参与竞争”

Core Viewpoint - The article discusses the ongoing challenges and developments in the semiconductor industry, particularly focusing on the competition between the U.S. and China, highlighting the potential of Chinese companies in the chip sector despite U.S. export restrictions [1][3]. Group 1: U.S. Export Restrictions and Responses - The U.S. government has implemented a series of export restrictions aimed at curbing the development of China's semiconductor industry [1]. - NVIDIA's CEO Jensen Huang stated that China is only "a few nanoseconds" behind the U.S. in chip technology, emphasizing the need for U.S. tech companies to compete in the Chinese market to enhance American influence [1][3]. - Huang believes that allowing U.S. technology firms to compete globally, including in China, would maximize economic success and geopolitical influence for the U.S. [1][3]. Group 2: Developments in Chinese Semiconductor Industry - In response to U.S. restrictions, Chinese companies are actively developing domestic alternatives to NVIDIA's AI chips, aiming to capture market share previously held by NVIDIA [3]. - Major Chinese tech firms such as Huawei, Alibaba, Tencent, and ByteDance are increasing their investments in chip research and design to gain greater control over their supply chains [3][4]. Group 3: Challenges Faced by NVIDIA - NVIDIA has faced declining demand for its specially designed "reduced-spec" AI chips for the Chinese market, with major Chinese clients refusing to place orders [4]. - The company is also under scrutiny for security vulnerabilities and potential antitrust violations, with Chinese authorities conducting investigations into NVIDIA's practices [5]. - Huang emphasized the importance of the Chinese market for the tech industry, stating that the U.S. should ensure access to AI technology globally, including in China [5].