Core Viewpoint - The Vice Chairman of the China Semiconductor Industry Association, Wei Shaojun, suggests that Asian countries, including China, should abandon reliance on NVIDIA's GPUs for AI development to reduce dependence on U.S. technology [1] Group 1: Industry Trends - Asian countries are currently imitating the U.S. in developing algorithms and large models, primarily using NVIDIA or AMD GPUs for training large language models, which limits autonomy and increases dependency on U.S. technology [1] - The domestic GPU market in China is witnessing a significant shift, with the share of domestic computing power in the data center accelerator card market rising from 14% to 34.6% from 2023 to 2024 [2] - Predictions indicate that by 2027, the proportion of domestic AI chips in China will soar from 17% in 2023 to 55%, while the share of U.S. suppliers like NVIDIA and AMD will drop from 83% to 45% [2] Group 2: Company Developments - NVIDIA's H20 chip has faced significant market challenges following the exposure of serious security issues, with the company reportedly not selling any new H20 chips in the domestic market as of July, and only releasing $180 million worth of inventory to other regions in the second fiscal quarter [1] - The rise of companies like DeepSeek demonstrates that Chinese enterprises can achieve significant breakthroughs in algorithms even without the most advanced hardware [2] - Wei Shaojun emphasizes the need for domestic companies to focus on creating new types of chips specifically designed for large model development, rather than continuing to rely on NVIDIA's GPUs originally designed for gaming and industrial graphics [2]