In recent years, China has been challenged in terms of high-performance GPU chips due to the increasingly stringent chip restrictions imposed by the United States on China's chip restrictions. However, whether it can replace the leading NVIDIA and AMD with domestic GPU chips has become the focus of attention. In fact, GPU chips are mainly divided into two categories: ordinary GPU chips and AI accelerator cards. Ordinary GPU chips are mainly used for rendering, game acceleration and graphics display and other functions, although some progress has been made in the development of China, but it is still far behind Intel, AMD and NVIDIA in terms of market share. However, the performance of domestic ordinary GPU chips has gradually caught up, and it has been able to compete with NVIDIA's GTX980 graphics card in the field of 4K-level graphics cards. In addition, some domestic rendering graphics cards have also begun to emerge, although there is a lack of ecology, but they have a certain competitiveness in the game field.
AI accelerator cards are used for emerging computing power requirements such as AI model training and inference. At present, NVIDIA dominates the field of AI graphics cards, with a market share of more than 97%, and AMD and other manufacturers have a lower share. There are also some companies that have launched AI chips in China, such as Huawei's Ascend AI chip, although it can be benchmarked with NVIDIA's A100 in some functions, but there is still a certain gap to benchmark H100. At the same time, NVIDIA has a robust CUDA ecosystem, which is a collection of interfaces and models, among other things, that play an important role in AI training and inference. However, domestic GPU chips cannot use the CUDA ecosystem, so replacing AI chips means replacing the entire ecosystem, which will bring many cumbersome problems.
To sum up, domestic GPU chips may catch up quickly in terms of performance, but they still face a long way to go in terms of ecology, and it is difficult to achieve real replacement in a short period of time. However, as NVIDIA itself said, if it does not sell GPUs to the Chinese market, China will develop them on its own. China has a strong technology and talent reserve in the field of chips, and once domestic GPU chips are successfully replaced, manufacturers such as NVIDIA and AMD will permanently lose the Chinese market. Therefore, although it cannot be replaced in terms of high-end GPUs and ecology at present, the continuous development and growth of China's chip industry will inevitably promote the gradual substitution process.
In order to realize the replacement of domestic GPU chips with NVIDIA and AMD, China's chip industry needs to find a systematic and comprehensive development path. First of all, it is necessary to strengthen the investment in scientific research and the improvement of innovation capabilities, and improve the performance and reliability of domestic chips through independent research and development and technological breakthroughs. At the same time, it is also necessary to strengthen cooperation with universities and research institutes to accelerate technological progress through resource sharing and collaborative research. Secondly, it is necessary to increase policy support for the chip industry and encourage enterprises to carry out technological innovation and industrial upgrading. **Enterprises can be encouraged to increase R&D investment and technological innovation by introducing preferential tax policies and providing R&D financial support. At the same time, it is also necessary to establish a sound industrial chain and ecosystem, strengthen coordination and cooperation with upstream and downstream industrial chains, and improve the overall competitiveness of the industry. Finally, it is necessary to strengthen the construction and training of talent teams, establish a sound talent training system, and attract and train more professionals in chip design, process manufacturing and testing.
Looking ahead, although the road to replace NVIDIA and AMD with domestic GPU chips is full of challenges, China's chip industry has huge development potential. With the continuous progress of technology and the support of national policies, domestic GPU chips are expected to gradually catch up with and replace foreign manufacturers in performance. China's strong market demand and technological impact will surely promote the vigorous development of the domestic chip industry and achieve the goal of independence and control. In this process, strengthening independent innovation, promoting technological breakthroughs, and establishing a sound industrial chain and ecosystem will be key measures. It is believed that in the near future, domestic GPU chips will be able to show strong competitiveness on the global stage and make positive contributions to the development of China's chip industry.
Domestic GPU chips need to overcome many difficulties and challenges to replace NVIDIA and AMD, but from the perspective of the overall development trend, this is an inevitable trend and an important goal for the development of China's chip industry. As a self-editor, I maintain a positive and optimistic attitude towards the development of China's chip industry. I believe that through continuous scientific and technological innovation, policy support and talent training, China's chip industry will be able to achieve the goal of leapfrogging development and replacing foreign manufacturers.
In the process of replacing domestic GPU chips, technological innovation is the key. As a huge field of technology, chip design and manufacturing require continuous breakthroughs and innovations. Only by making a breakthrough in technology can we win market competition and user recognition. At the same time, we should increase support for the chip industry, provide more policy preferences and financial support, and encourage enterprises to increase R&D investment and technological innovation. In terms of talent training, we should strengthen cooperation with universities and research institutions, establish a sound talent training system, and cultivate more professionals in chip design and manufacturing.
In short, it is a difficult and important task for domestic GPU chips to replace NVIDIA and AMD. Only through continuous efforts and innovation, strengthening industrial chain cooperation and ecosystem construction, and improving their core competitiveness, can we achieve the rise of the chip industry and overtaking in corners. I am full of confidence in the future of China's chip industry, and look forward to witnessing China's chip industry achieve more excellent results and make greater contributions to the country's scientific and technological innovation and development.