Domestic AI semiconductors are advancing beyond the research and pilot stage and being deployed in real environments including public services, industrial sites, and cloud platforms, with commercialization competition now entering full swing. Rebellio and FuriosaAI are expanding by securing domestic and international references with data center NPUs, while Mobiilinc is broadening public procurement and industrial applications centered on edge and on-device markets. However, Nvidia's core competitiveness lies not in the chip itself but in its vast software and developer ecosystem; for domestic NPUs to succeed, rapid model support, transparent performance disclosure, and complete product supply based on global partnerships are essential. Over the next two to three years, market trust and ecosystem development are expected to determine survival prospects.