黄仁勋：NVIDIA重返中国无望！

Core Viewpoint - The article discusses the potential of China's semiconductor industry and highlights comments from NVIDIA CEO Jensen Huang, who believes that the U.S. has underestimated China's technological capabilities and that China can now rely on its own semiconductor production without depending on U.S. technology [2][4]. Group 1: U.S.-China Relations and Technology - Jensen Huang stated that the U.S. has imposed export controls on NVIDIA's advanced AI chips to China, aiming to curb China's technological development, yet he remains hopeful for improved U.S.-China relations to allow NVIDIA to re-enter the Chinese market [4][5]. - Huang emphasized that during Trump's first term, U.S. tech companies could compete in China, which helped establish "American standards" for technology, allowing the U.S. to lead globally [4]. Group 2: China's Semiconductor Capabilities - Huang claimed that China is now capable of producing millions of AI chips independently, indicating a significant shift in reliance from U.S. technology [2][4]. - He noted that Chinese companies prefer NVIDIA products due to their leading technology and cost-effectiveness, which enhances production efficiency [4]. Group 3: Market Dynamics - Huang revealed that NVIDIA has not applied for U.S. export licenses for its latest chips to China, suggesting that the Chinese market may not currently desire these products [4]. - He pointed out that as NVIDIA exits the Chinese market, local chip companies' stock prices have surged, signaling a need for the U.S. government to act quickly to facilitate NVIDIA's return to China [5].