China's semiconductor strategy is shifting from leading-edge competition to strengthening mature and specialty nodes. Facing geopolitical pressure and supply chain fragmentation, domestic foundries are accelerating investment in 28nm-class technologies, analog chips, and vertically integrated ecosystems.
During the GTC 2026 conference, Nvidia CEO Jensen Huang told global media that the company has made new progress in the China market.
As AI and advanced semiconductor manufacturing drive unprecedented demand for computing power, the reliability of the electricity supply has become a critical concern for both data centers and chip fabrication plants.


