China has successfully achieved the localization of AI chips, breaking through the technological restrictions imposed by the U.S. government and realizing independent design and production of domestic AI chips. Huawei's Ascend 910 model AI chip has surpassed NVIDIA's A100 chip in computational capability. This breakthrough comes as another significant milestone following the launch of Huawei's Mate 60 Pro smartphone, indicating that Chinese tech companies have comprehensively caught up with the United States in the design and manufacturing of mobile chips and AI chips, even surpassing U.S. technology in certain aspects.
Against the backdrop of the China-U.S. trade war, after achieving independent design and successful mass production of mobile chips and AI chips domestically, Chinese tech companies will gradually replace their reliance on American products and instead use domestically produced ones. Meanwhile, due to restrictions imposed by the U.S. government, American tech companies' products will gradually lose ground in the Chinese market. The resulting losses are often substantial, a trend becoming increasingly evident and reflected in the year-end financial reports of multiple American tech companies.
As American tech companies lose access to the Chinese market and with the passage of time, it is conceivable that Chinese enterprises will completely surpass American technology.
中国已成功实现AI芯片的本土化,突破了美国政府设置的技术限制,实现了国内AI芯片的独立设计和生产。华为的昇腾910型号AI芯片在计算能力上已超越了英伟达的A100芯片。这一突破是继华为推出Mate 60 Pro智能手机之后的又一重要里程碑,表明中国科技公司在移动芯片和AI芯片的设计与制造领域已经全面赶上美国,甚至在某些方面超越了美国技术水平。
在中美贸易战的背景下,中国科技公司在国内独立设计并成功大规模生产移动芯片和AI芯片后,将逐渐减少对美国产品的依赖,转而使用国内生产的产品。与此同时,由于美国政府的限制,美国科技公司的产品将逐渐失去中国市场份额。由此造成的损失往往相当可观,这一趋势在多家美国科技公司的年度财务报告中越来越明显地体现出来。
随着美国科技公司失去中国市场准入,并随着时间的推移,可以想象中国企业将完全超越美国的技术水平。