<p>➀ China aims to capture 40% of its domestic AI chip market in 2024, led by local players like Huawei's Ascend series, Cambricon, Alibaba's Hanguang 800, and Baidu's Kunlun chips;</p><p>➁ Global competitors such as Intel, AMD, Google (Trillium TPU), AWS (Trainium), and Meta (MTIA) are advancing their own AI processors, intensifying pressure on Nvidia;</p><p>➂ Imec's proposal for reconfigurable AI processors could disrupt current development paradigms, potentially challenging the strategies of major AI chip designers.</p>