SMIC
Geopolitics
Technology
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.
Geopolitics
Technology
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.
Geopolitics
Technology
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.