China & Geopolitics
Analysis of export controls, China self-sufficiency efforts, geopolitical tensions, and their impact on global semiconductor supply chains.
4 articles
Nvidia Tech Linked to China's Military AI, Igniting US Security Alarms
Deep-dive analysis into the national security implications of Nvidia's alleged assistance to DeepSeek, whose AI models were later used by China's military, and the strategic fallout for the semiconductor supply chain.
The Nvidia-DeepSeek incident reveals that algorithmic efficiency can be a powerful countermeasure to hardware-based export controls, shifting the geopolitical battlefield from silicon access to intellectual property and optimization expertise. This necessitates a fundamental rethink of technology containment strategies, as China demonstrates the ability to achieve state-of-the-art AI performance even with restricted or less powerful hardware, posing a direct challenge to U.S. technological supremacy.
Cambricon Surges >110% as China's AI Strategy Pivots to Self-Reliance
Deep dive into China's 15th Five-Year Plan, the strategic pivot to scalable AI platforms, and the resulting >110% surge for domestic chipmaker Cambricon.
China's focus is shifting from competing on foundational AI models to building self-reliant, scalable hardware ecosystems for inference. This strategic pivot, driven by geopolitical realities and the upcoming 15th Five-Year Plan, is creating significant demand for domestic hardware champions like Cambricon and reshaping global semiconductor supply chains.
China Mandates 50% Domestic Equipment for Chip Expansion
China's new mandate requiring 50% domestic equipment usage for chipmakers significantly impacts the semiconductor supply chain.
China's mandate for chipmakers to use at least 50% domestic equipment in new capacity expansion signifies a major step toward semiconductor self-sufficiency, potentially reshaping the global equipment supply landscape.
The Great Bifurcation: Strategic Assessment of the 2025-2027 Semiconductor Trade War
Analysis of U.S. tariff regime implementation and its impact on global semiconductor supply chain bifurcation, capacity shifts, and pricing dynamics
The USTR's 18-month delay of legacy node tariffs masks an active 50% tariff on critical components effective January 1, 2025, creating immediate compliance costs while driving a structural supply chain bifurcation toward Singapore and away from China.