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Stephen Wu, founder of Carthage Capital, notes that while China aims to develop chips resilient to policy shifts, reaching full parity with Nvidia's technology may not be achievable by 2030 or later. Significant hurdles remain, especially in advancing high-bandwidth memory and chip packaging—two vital aspects of chip development.
Industry experts agree that China may need another five to ten years to bridge the technology gap. Despite this, the demand for AI services is increasing rapidly domestically, driven by government support for semiconductor innovation. Companies like Alibaba are making significant investments in AI, while Huawei aims to double the production of its Ascend 910C chips.
Meanwhile, Nvidia maintains its dominant position as the preferred choice for training large AI models, despite facing restrictions on sales to China. CEO Jensen Huang warns that restricting exports could merely speed up China’s development in the semiconductor sector.
As China seeks to innovate in semiconductors, the coming years will be vital in establishing whether it can effectively compete with Nvidia and maintain its position in the global technology landscape.