#AGI 紐時分析指出，中國過去十多年投資逾 1,500 億美元推動半導體自給自足，但到 2026 年預計只會生產全球約 2% 的 AI 晶片，而且高頻寬記憶體等關鍵環節仍明顯落後海外供應鏈。換句話講，砸錢可以追近一部分，但「先進製程＋生態系」唔係一年半載就補到。
Why it matters: AI capability is increasingly constrained by chips and memory — falling behind here can bottleneck national and corporate AI ambitions.
The big picture: The AI race is becoming a supply‑chain race; export controls, domestic fabs, and compute access will shape who leads the next wave of AGI‑adjacent progress.
Full article https://www.nytimes.com/2026/02/14/business/china-chips-nvidia-huawei.html
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