South Korean media: China's AI market is accelerating "Huaweiization" and "de-NVIDIAization"! On June 17, South Korean media Today Finance published an article stating that affected by the US large-scale semiconductor regulation, China is accelerating the "de-NVIDIAization" and "Huaweiization" of the AI (Artificial Intelligence) market. Although companies like NVIDIA and AMD have begun developing new AI chips compliant with regulations for China, it is expected that major Chinese technology companies will quickly increase their use of Huawei Ascend AI chips. According to the Financial Times, major Chinese technology companies are switching to self-developed AI chips in response to US export controls. Until earlier this year, Chinese enterprises were using NVIDIA's "H20" chip provided for China for AI development. It is reported that the recently sensational "DeepSeek" also adopted NVIDIA's AI chips. However, the additional regulations from the Trump administration have actually prevented the export of H2O to China. It is understood that major Chinese technology companies such as Alibaba, Tencent, and Baidu cannot obtain NVIDIA's AI chips and are thus turning to Huawei. The China Modern International Relations Academy stated on social media, "Domestic Chinese enterprises have started mass procurement and use of Ascend chips." In fact, NVIDIA CEO Jensen Huang recently expressed concerns, stating, "NVIDIA's AI chip market share in China has dropped from 90% to the current 50%." NVIDIA is preparing to launch a new AI chip for China in July, which will avoid export restrictions to China, but it remains unclear how much demand this chip will receive in China. Generally speaking, ordering and delivering new chips in China takes 3 to 6 months, which may disrupt the AI development of Chinese companies. Additionally, there is no exclusion of the possibility of further restrictions from the Trump administration. According to the Financial Times, China's current inventory of NVIDIA AI chips is only sufficient to support AI development until early next year. Major Chinese technology companies are rapidly testing domestically produced AI chips. Experts have stated, "Over time, China's independently developed chips and efficient self-developed software will lay a solid foundation for long-term innovation in China's AI ecosystem." It is analyzed that the strengthened regulation by the Trump administration is promoting China's independence in the AI semiconductor field. [Image: //p3-sign.toutiaoimg.com/tos-cn-i-ezhpy3drpa/e5b38f70e8064ee49bf8c199abf2e307~tplv-obj:1920:1080.image?_iz=97245&bid=15&from=post&gid=1835143027265609&lk3s=06827d14&x-expires=1757894400&x-signature=ESrcroDO%2FxvFmI%2Blzdpl1VR%2BSMw%3D] Original source: https://www.toutiao.com/article/1835143027265609/ Disclaimer: The article represents the views of the author alone.