$NVIDIA(NVDA)$

Over the past 8 years, the computational power of NVIDIA's GPUs has increased by 1,000 times. The restrictions on the export of AI chip computational power imposed by certain parties are really laughable, showing a complete lack of understanding of the development speed of NVIDIA's GPUs. Huang's Law is even more exaggerated than Moore's Law!

This is also why I say that China must master EUV (Extreme Ultraviolet Lithography) technology. Major tech companies and research institutions should join forces, adopting market-oriented and shareholding mechanisms, to invest $100 billion to $150 billion, and spend 10 to 15 years to overcome this significant engineering challenge. Once China can manufacture EUV equipment, the per capita GDP is bound to step into the range of $30,000 to $40,000.

The breakthrough in the manufacturing bottleneck of the semiconductor industry is crucial for the intelligent transformation of thousands of industries. It concerns China's economic, technological, and even defense capabilities, and should not be taken lightly!

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