According to Andrew Ng, China’s recent decision to bar major tech companies from purchasing Nvidia chips demonstrates significant progress in domestic AI semiconductor capabilities and a strategic move toward self-sufficiency (Source: Andrew Ng, deeplearning.ai/the-batch/issue-320). This shift reduces China's reliance on advanced U.S.-designed chips, most of which are manufactured in Taiwan, and highlights increased U.S. vulnerability to supply chain disruptions. Notably, Chinese AI models like DeepSeek-R1-Safe are now trained on Huawei Ascend chips, and Huawei's CloudMatrix 384 system leverages large-scale chip orchestration to compete with Nvidia’s GB200 platform. These developments point to emerging business opportunities in China's AI chip ecosystem and underline the need for diversified semiconductor manufacturing to ensure global AI resilience.