Core Viewpoint - The article discusses the impact of U.S. export controls on semiconductor technology, particularly focusing on NVIDIA's adjustments to its supply chain and the implications for Chinese tech companies [2][3]. Group 1: NVIDIA's Supply Chain Adjustments - NVIDIA has informed three Chinese tech companies about its supply chain adjustments in response to U.S. government export control policies [2]. - The adjustments are linked to the U.S. restrictions initiated in October 2022, specifically targeting high-performance computing chips for AI training [2]. - NVIDIA previously created "downgraded" versions of its chips, A800 and H800, for the Chinese market, but these are now also restricted under new regulations [2]. Group 2: Impact on Chinese Tech Companies - The three companies likely include major Chinese server manufacturers and AI firms, such as Inspur and Huawei, which heavily rely on NVIDIA GPUs for AI model training and data center construction [3]. - These companies may face short-term challenges, including power shortages and delays in research and development [3]. - Some firms are testing domestic chips like Huawei's Ascend and Cambricon, but compatibility and performance issues remain significant hurdles [3]. Group 3: Long-term Implications for the Semiconductor Industry - U.S. technology controls may accelerate the domestic replacement of AI chips in China, with products like Huawei's Ascend 910B achieving 80% of the performance of international mainstream chips [3]. - The software ecosystem for these domestic chips still requires improvement, and some companies are exploring RISC-V architecture or distributed computing solutions to reduce dependency on foreign technology [3]. - The U.S. policies are leading to a bifurcation in the global semiconductor supply chain, creating different technical standards for Chinese and non-Chinese markets [3].