SMIC
Huawei’s Chip Architecture Pivot Signals Permanent US-China Tech Decoupling
China's largest tech firm abandons traditional transistor scaling for alternative design principles, creating parallel semiconductor ecosystems that threaten US industry leverage.
Huawei’s 750,000-Chip Push Tests US Semiconductor Containment Strategy
As Beijing accelerates toward self-sufficiency and Western equipment suppliers face collapsing China revenues, the semiconductor supply chain is splitting into two incompatible ecosystems.
Nvidia’s Zero China Share: The $8 Billion Admission That Export Controls Backfired
Jensen Huang's stark disclosure exposes both the collapse of US semiconductor dominance and the failure of containment policy to slow Chinese chip advancement.
Trump’s ASML Squeeze Meets Congressional Override on China Chip Controls
White House pursues contradictory semiconductor strategy as lawmakers demand lithography equipment ban while administration approves advanced AI chip sales to Beijing.
Chinese Chipmakers Seize 48% of Domestic Market as Nvidia Share Collapses
US export controls accelerate $150 billion subsidy blitz that turned domestic alternatives from negligible to dominant in 18 months.
China’s SMIC to Double 7nm Capacity as Beijing Defies US Export Controls
Semiconductor Manufacturing International Corp plans to expand advanced chip production fivefold by 2027, validating faster-than-expected indigenous progress despite Western restrictions.