Group 1 - The core viewpoint of the article highlights that Huawei is becoming a central player in China's semiconductor industry, particularly in AI semiconductors, challenging the dominance of Nvidia [5]. - By 2026, Huawei and emerging companies like Cambricon Technology are expected to significantly increase their AI semiconductor shipments, with a forecast of over 1 million units, more than doubling the predictions for 2024 [5]. - The article emphasizes that despite the advancements, China's manufacturing equipment and materials still lag behind the most advanced levels globally [5].