華為韜定律V2求突圍 製程戰轉向架構戰拚超越輝達！H200鬆綁、自研同步啟動雙軌戰略！中國改寫半導體競爭規則？【#寰宇全視界】20260711-P4 任明玥 聶建中 林穎佑 方恩格

The global AI race is shifting from a battle over manufacturing processes to a war over architecture and computing power. Huawei has released more technical details of its "Tao Law V2," attempting to forge a new path different from Moore's Law through 3D stacking, hybrid bonding, and AI-assisted design. Meanwhile, reports indicate that China has limited its procurement of NVIDIA's H200 chips and continues to increase investment in its own chip development, forming a dual-track strategy of short-term computing power enhancement and long-term self-reliance. The AI ​​race has fully entered a new phase focused on ecosystems and supply chains. Host: Ren Mingyue Nie Jianzhong, Professor, Department of Finance, Tamkang University Lin Yingyou, Associate Professor, Institute of Strategic Studies, Tamkang University Fang Enge, Former Chairman of the Republican Party Asia Pacific Region #Huawei #TaoLawV2 #AIChip #H200 #Nvidia #DeepSeek #ChinaAI #Semiconductor #ComputingPower #TechnologyWar #RenMingyue #NieJianzhong #LinYingyou #FangEne He Tingbo unveils a new theory! Tao Law V2 rewrites the rules of chip competition! Beijing doesn't compete on nanometer processes; 3D packaging becomes the latest breakthrough! Huawei opens a new technological battlefield; 3D stacking becomes its trump card! Four technologies revealed! Huawei unveils a brand-new design logic! Limited relaxation of H200 restrictions; Beijing's dual-track AI layout hides secrets! Computing power demand revealed! China quietly adjusts its procurement strategy! Alibaba and ByteDance both make moves! Computing power self-sufficiency is progressing simultaneously! Alibaba increases investment! The local supply chain continues to grow! DeepSeek opens a new battlefield! Creating a domestically exclusive inference chip! China replenishes computing power in the short term. Long-term self-reliance leads to new strategic progress! Goldman Sachs is optimistic about domestic chip market share exceeding 50%! Challenging half the market! The global AI competition is changing! Manufacturing process is not just the key to victory! [Global Vision YouTube Channel] Saturday 22:00 Full Version 👉 https://lihi1.cc/qYfEh [Global News YouTube Channel] Saturday 21:00 Program Highlights 👉 https://lihi3.me/j2PtY #GlobalVision Host #RenMingyue #GlobalBattlefront Host #YeSimin ◆Focus on international news, grasp the latest trends and international pulse Watch [Global News Live] now 👉 https://lihi1.com/3EQc8 Subscribe to YouTube [#GlobalVision] to explore the world 👉 https://lihi3.me/v8NE6 Subscribe to YouTube [#GlobalNews] to stay informed about global events 👉 https://lihi3.me/K9CTV Like our Facebook page 【#GlobalVision】👉 https://lihi3.me/wHb6K Like our Facebook page 【#GlobalNews】👉 https://lihi3.me/FFRwy Follow 【#GlobalNewsNetwork】👉 https://lihi3.me/c3uaf ◆GlobalVision YouTube Comment Board Guidelines We welcome all viewers to participate in discussions and offer feedback, but please refrain from attacks based on gender, religion, race, or political identity. Malicious spamming, indecent language, and abusive or provocative comments will be deleted and reported by the administrator!