On January 8th, news emerged that NVIDIA's CEO, Jensen Huang, announced during the Consumer Electronics Show (CES) that the company was in the final stages of securing an export license from the U.S. government for its H200 chip to China, with deliveries anticipated to commence shortly. Wei Shaojun, Vice President of the China Semiconductor Industry Association, recently shared his insights in an exclusive interview. From the vantage point of industry advancement, he emphasized that the rational circulation of high-end computing resources is instrumental in propelling the application and exploration of cutting-edge technologies, including artificial intelligence. Science and technology transcend geographical boundaries, and collaboration is the catalyst for progress. Provided that both sides adhere to regulatory frameworks, any constructive engagement that bolsters technological innovation and industrial growth should be encouraged.

However, Wei Shaojun pointed out that the U.S. stance on high-end chips has been erratic, oscillating between "easing restrictions" and exerting pressure, which has left users uncertain about its genuine strategic objectives. He cautioned that whether the recent purported "easing" represents a genuine effort to foster positive engagement or a calculated move to disrupt our development momentum and lull us into complacency remains ambiguous. The Chinese semiconductor sector must maintain a high level of vigilance, steadfastly adhere to the path of localizing advanced manufacturing processes, avoid being swayed by superficial appearances, and uphold unwavering confidence and determination.