Core Viewpoint - DeepSeek's launch of its new AI model R2 has been delayed due to issues with Huawei's Ascend chips, highlighting the challenges China faces in achieving technological independence from U.S. technology [3][4][6]. Group 1: Model Development Challenges - DeepSeek has encountered ongoing technical issues while training the R2 model using Huawei's Ascend chips, leading to the decision to use Nvidia chips for training and Huawei chips for inference [4][7]. - The founder of DeepSeek, Liang Wenfeng, has expressed dissatisfaction with the progress of the R2 model and is pushing for increased investment in research and development [8]. - Data annotation for the R2 model has taken longer than expected, contributing to the delay in its release, which is now anticipated within a few weeks [8]. Group 2: Industry Context and Competition - The Chinese government has encouraged tech companies to adopt domestic alternatives to Nvidia products, such as those from Huawei and Cambricon, amid ongoing geopolitical tensions [7]. - Industry experts note that Chinese chips face stability issues, slower inter-chip communication, and inferior software performance compared to Nvidia's offerings [7]. - AI researcher Ritvik Gupta from UC Berkeley commented that models are easily replaceable, with many developers opting for Alibaba's Qwen3 due to its efficiency and flexibility [9]. Group 3: Future Outlook - Despite current challenges, there is optimism that Huawei will eventually adapt to the demands of training AI models with its Ascend chips [10]. - The geopolitical landscape surrounding chip manufacturers like Nvidia remains complex, with Nvidia agreeing to share a portion of its revenue with the U.S. government to resume sales of its H20 chips to China [11].

Core Insights - Chinese technology companies are proactively addressing the pressures from US tariff policies through strategies such as technological innovation, ecosystem expansion, and supply chain restructuring [1][6][12] - The technology service industry in China is undergoing a transformation from being a passive follower to an active leader in the global tech landscape [1][12] - The trade war has not hindered the growth of Chinese tech firms; instead, it has accelerated the development of supply chain resilience, technological substitution, and market diversification [1][6][12] Group 1: Evolution of Technology Service Industry - The technology service industry has shifted from being seen as a "supporting role" to becoming a central value driver in the industrial chain, even setting technology standards in certain fields [2][5] - Companies like Luxshare Precision (002475) have transitioned from assembly to core technology development, exemplifying this shift [2][4] - The "ecological empowerment" model is becoming mainstream, with platforms like Alibaba and Didi offering modular solutions for small and medium enterprises to expand internationally [3][4] Group 2: Strategies for Overcoming Trade Pressures - Supply chain resilience is being built through a "China +1" strategy, with companies like Industrial Fulian (601138) and Xinwangda (300207) establishing factories in other countries to mitigate risks [7][8] - Technological substitution is accelerating, with companies like Taijing Technology increasing their global market share in critical components, demonstrating the push for domestic alternatives [9] - Market diversification is evident as companies target emerging markets in Latin America, the Middle East, and Southeast Asia to reduce reliance on uncertain Western markets [10][11] Group 3: Policy and Market Synergy - The rise of the technology service industry is supported by policy initiatives that encourage platform and ecosystem development, such as Beijing's "14 measures for the technology service industry" [12] - Financial support mechanisms, including tax reductions and capital market access, are facilitating innovation and reducing research costs for tech firms [12] - The ongoing transformation indicates that the trade war has not only failed to cripple Chinese tech companies but has also propelled them towards becoming central players in the global tech competition [12][13]