At the Third China International Supply Chain Expo, semiconductor leaders delivered a unified message: global collaboration is non-negotiable. Nvidia CEO Jensen Huang, attending the event for the first time, emphasized that modern supply chains thrive on connection, not isolation. His remarks came as Nvidia prepares to reintroduce its H20 AI chip to the Chinese mainland market, with AMD's MI308 following closely behind.
The timing is significant. Recent easing of U.S. export restrictions has reignited discussions about China's pivotal position in semiconductor manufacturing. Industry analysts note that over 60% of global chip assembly and testing occurs in Asia, with Chinese facilities processing nearly half of the world's silicon wafers.
"No single country can dominate every stage of production," said Li Wei, a Beijing-based tech analyst. "From Dutch lithography machines to Taiwanese packaging tech, interdependence drives innovation."
This interconnectedness extends beyond hardware. Chinese firms now contribute 18% of global semiconductor R&D spending, according to SEMI data. Meanwhile, Southeast Asian nations like Malaysia and Vietnam are emerging as critical hubs for backend manufacturing.
As geopolitical tensions persist, industry leaders appear committed to maintaining technical and commercial bridges. The expo saw over 200 supply chain partnership agreements signed, suggesting that economic pragmatism continues to shape global tech dynamics.
