Core Viewpoint - Huang Renxun, founder of Nvidia, emphasized the impossibility of a complete decoupling in the global supply chain during his visit to Beijing, highlighting the unique importance of the Chinese market for Nvidia [1][3]. Group 1: Nvidia's Position in the AI Market - Huang stated that the Chinese AI market is irreplaceable for Nvidia, and not participating could lead to unpredictable and unfavorable consequences [3]. - He acknowledged that regardless of Nvidia's involvement, the AI market in China will continue to progress, driven by innovative companies like Huawei [3]. - Huang expressed admiration for Huawei, viewing it as a competitor rather than an adversary [3]. Group 2: Global Supply Chain Dynamics - Huang's comments sparked discussions in Taiwan about the interdependence of global supply chains, countering the notion of a complete decoupling [3][4]. - Taiwanese media personalities noted that Huang's insights reflect the complex reality of technological competition between the US and China, which cannot be simplified into a binary opposition [3]. Group 3: Political Implications in Taiwan - The remarks raised questions about the feasibility of Taiwan's "non-red supply chain" strategy proposed by its leadership, suggesting it may be overly idealistic [4]. - Critics pointed out that Huang's assertion challenges the Taiwanese government's approach to economic decoupling from China, urging a reevaluation of their strategy [4]. - The commentary highlighted concerns that pursuing such a decoupling strategy could harm Taiwan's industries and citizens' welfare [4].

Core Viewpoint - The Chinese government firmly opposes any form of official exchanges between its diplomatic allies and Taiwan, particularly in relation to agreements that imply sovereignty or official status [1] Group 1 - The spokesperson for the Taiwan Affairs Office criticized Lai Ching-te's push for a "Taiwan-Europe Economic Partnership Agreement" and the creation of a so-called "non-red supply chain" [1] - The spokesperson emphasized that such actions cater to external forces and undermine Taiwan's economic and market principles, potentially harming Taiwan's advantageous industries and development prospects [1] - The strategy of sacrificing Taiwan's economic interests to gain support for independence from external forces is deemed counterproductive and will face opposition [1]

Group 1 - The spokesperson of the Taiwan Affairs Office criticized Taiwan's leader Lai Ching-te for promoting a "non-red supply chain," suggesting it is driven by ideology and aims to create an economic "small circle" [1] - Lai's administration is accused of selling out to the U.S. while simultaneously advocating for economic decoupling from the mainland, revealing a submissive stance towards the U.S. [1] - The spokesperson refuted Lai's claims about the mainland's trade practices, asserting that the mainland adheres to free trade principles and contributes to global trade stability [1] Group 2 - The recent surge in the New Taiwan Dollar is believed to be linked to U.S.-Taiwan tariff negotiations, which could severely impact Taiwan's export-dependent industries such as machinery, chemicals, and textiles [2] - The spokesperson described the Taiwanese government's negotiations with the U.S. as performative, indicating that the outcome will only lead to further U.S. demands [2] - The spokesperson emphasized the need for cross-strait cooperation to address common challenges and invited Taiwanese industries to invest and develop in the mainland [2]