As the technological competition between China and the United States continues to escalate, the global chip industry is facing unprecedented challenges and changes. China has announced a deadline for phasing out foreign chips, gradually eliminating imported processors by 2027. This measure implies a significant change in the global chip market landscape. This event has not only triggered a reassessment of the global supply chain and market but also intensified the technological competition between China and the United States. Is this true? Dear viewers! Welcome back to our channel! I am delighted to share and discuss the following topics with the audience: 1. How does the technological war between China and the United States affect the development trends of the global chip industry? 2. Will China's deadline for phasing out foreign chips lead to a split in the global chip market? 3. How should domestic enterprises respond to China's push for indigenous substitution plans, as well as the potential market opportunities and challenges? As the technological war escalates further and the confrontation between China and the United States intensifies, the global chip industry is accelerating its fragmentation. The latest news indicates that China is accelerating the localization of the semiconductor industry, with the latest move to exclude foreign products from the Chinese telecommunications system. Before 2027, telecom operators will gradually eliminate imported processors as core hardware, which will severely affect chip giants Intel and AMD. The schedule for indigenous substitution is confirmed. Due to the previous lack of domestic processors, the telecommunications industry has been highly reliant on foreign chips. Currently, telecom operators' procurement has shifted more towards domestic substitutes. The reason for this measure is that domestic processors have greatly improved in performance and quality and are more stable. Regulatory authorities require operators such as China Mobile, China Unicom, and China Telecom to inspect non-domestic products in their equipment and establish clear replacement schedules, with the final deadline being 2027. American manufacturers Intel and AMD provide core processors for network equipment worldwide, and China's decision has dealt them a heavy blow. On Friday, Intel's stock fell by 5.2%, and AMD's fell by 4.2%. According to data, in 2023, China was Intel's largest market, accounting for approximately 27% of revenue. China is AMD's third-largest market, accounting for approximately 15% of revenue. The technological confrontation between China and the United States is dividing the global network equipment, semiconductor, and internet landscape.