Guan Cha Zhe Wang·2025-10-18 14:21Core Viewpoint - The article discusses China's efforts to close the gap with the United States in the fields of chips and artificial intelligence (AI) following the "DeepSeek" effect, which has spurred a strong desire for self-reliance in technology amidst U.S. restrictions [1][6]. Group 1: Impact of U.S. Restrictions - U.S. restrictions on high-end chips have inadvertently acted as a catalyst for Chinese companies, fostering a spirit of self-reliance and innovation [1][4]. - The U.S. government has imposed multiple barriers, including bans on exports of high-performance chips to China, which have been tightened over time [3][4]. - Despite these restrictions, China is accelerating its technological breakthroughs, with a consensus forming around the idea that progress can still be made [4][5]. Group 2: Technological Developments - The "DeepSeek" project has showcased China's capabilities, with engineers utilizing innovative architectures like MoE (mixture of experts) to achieve significant results despite limited computational power [5]. - AI is being integrated across various sectors in China, including manufacturing and logistics, indicating a broad application of AI technologies [5][6]. - Chinese companies are setting ambitious goals, such as capturing nearly one-third of global wafer foundry capacity by 2030, reflecting a commitment to self-sufficiency in chip production [5][6]. Group 3: Market Reactions and Future Outlook - The rise of "DeepSeek" has boosted confidence across Chinese tech companies, leading to significant stock price increases for firms like Cambricon, which saw its stock quadruple in 2024 [6]. - Alibaba announced a substantial investment of 380 billion yuan in AI infrastructure, further driving market enthusiasm [6]. - The article suggests that while the U.S. may still lead in AI, the competition is no longer a one-sided affair, with China emerging as a formidable player [6][9]. Group 4: Industry Perspectives - Jensen Huang, CEO of NVIDIA, expressed concerns about the U.S. policies that have led to a complete exit from the Chinese market, emphasizing the potential harm to U.S. interests [7][9]. - Huang highlighted that China possesses a significant portion of global AI researchers and that restricting their access to U.S. technology could be detrimental [9]. - He noted that China's advancements in chip technology are progressing rapidly, indicating a competitive landscape that could challenge U.S. dominance in the near future [9].