Former Deputy Governor of the People's Bank of China, Zhu Min, predicted at the Summer Davos Forum that over 100 significant breakthroughs similar to DeepSeek will emerge in China over the next 18 months. This low-cost AI model has shocked the world. Despite the United States' efforts to contain China's technological advancement, it appears to be ineffective.

According to the Financial Times, despite the ongoing chip cold war between the US and China, the US has not successfully halted the advancement of China's cutting-edge technology; only Taiwan has the capability to effectively choke China's technological progress. The US's containment strategy requires cooperation from other countries, which can only suppress China's development to some extent, while Taiwan has the power to halt China's technological progression entirely.

Recently, Taiwan placed Huawei and SMIC on a high-tech export control blacklist, transforming its passive defense “Silicon Shield” into a proactive “Silicon Sword”, reshaping the global technology power structure.

Huawei launched a laptop running the Harmony OS in May, indicating that China has fully moved beyond Western systems in both hardware and software. However, analysis shows it still employs the 7nm Kirin X90 processor, revealing that its foundry partner SMIC has yet to achieve 5nm production capabilities, lagging three generations behind TSMC.

Although DeepSeek has been reported to assist Chinese military and intelligence operations, China's AI development still heavily relies on US chips. According to US State Department officials, DeepSeek attempts to circumvent export controls through shell companies in Southeast Asia to obtain chips, and Chinese AI firms also send engineers to Southeast Asia to rent data centers using US chips to train Chinese AI models.