Small Talk "The Nvidia Encirclement": China's semiconductor domestic production accelerates! What are the shocking realities at the forefront of the AI hegemony battle?
[2026 Latest Analysis] This report explains the current state of China's "semiconductor domestic production," which is accelerating rapidly in response to US export restrictions. From the development of AI chips centered on Huawei to the self-sufficiency of memory (HBM) and manufacturing equipment, we delve into the reality of the encirclement of Nvidia. Why has China been able to improve its technological capabilities in such a short period of time? We analyze the geopolitical risks and supply chain strategies that are a must-read for business professionals.



