18个月免税，美对中国芯片放行？中国已成强大竞争者，黄仁勋很急

Core Viewpoint - The U.S. has decided not to impose additional tariffs on Chinese semiconductor products for the next 18 months, which is interpreted as a strategic pause rather than a concession in the ongoing tech war with China [1]. Group 1: U.S.-China Tech War - The U.S. has failed to achieve its intended outcomes in the tech war against China, particularly in the semiconductor sector, leading to a stronger resolve in China to achieve self-sufficiency [3][4]. - Unlike Japan, China possesses complete sovereignty, a vast market, and an independent defense system, making it more resilient to U.S. pressure [3]. Group 2: Huawei's Innovations - Huawei's recent product, the "Respect" S800 smart car platform, has received positive evaluations from international media, highlighting its competitive edge despite U.S. sanctions [6][7]. - The success of Huawei demonstrates that leading-edge chip technology is not the only path to product success; system integration and engineering innovation can also create significant advantages [7]. Group 3: U.S. AI Industry Dynamics - The U.S. AI industry is experiencing a paradox where there is a high demand for advanced chips, yet infrastructure issues, such as power outages, threaten the sustainability of AI operations [9][11]. - Major U.S. tech companies are facing layoffs while simultaneously investing heavily in AI, indicating a disconnect between workforce management and technological ambitions [9]. Group 4: Implications of Tariff Decision - The decision not to impose tariffs is seen as a self-preservation strategy for the U.S., as tariffs on mature process chips would raise costs for American manufacturers and harm their competitiveness [13][15]. - The 18-month period is crucial for U.S. AI and chip companies to recover financially and strategize for future actions against China [15]. Group 5: Global Market Strategy - The next phase for China's semiconductor and tech industries should focus on global market expansion rather than solely domestic competition [17][20]. - China should leverage its strengths in smart vehicles, photovoltaics, and energy storage to penetrate markets across Southeast Asia, the Middle East, Africa, and Latin America, ultimately establishing its products as global standards [18][20].