The irony is that Western policy, which was designed to try and slow or stymie the development of China and Russia’s high-tech economy, may well have helped manufacture exactly the kind of trading bloc it set out to prevent. The issue is compounded by uncertainty in Washington DC, where the inhabitant of the White House seemingly can’t decide what he wants from the situation. In the space of 12 months, the Trump administration banned Nvidia's H200, unbanned it, slapped a 25% tariff on it, and created a licensing framework that experts immediately called contradictory. On 13 January, the Commer
While the U.S. flip-flops on chip sanctions, China is building its own chip supply market — export controls are creating conditions for a Sino-Russian chip trade alliance… Highly limited domestic HBM supply constrains how many Ascend-class accelerators Huawei can assemble. Huawei alone shipped around 812,000 chips last year and projects some $12 billion in processor revenue for 2026, a pace that its own supply chain has struggled to sustain. …
… "The PRC announced Made in China 2025 in 2015,” she points out. “That precedes export controls.” Her analysis of Chinese government documentation over that period shows China has maintained a state-directed strategic priority of breaking from U.S. and friend-shored technologies. “In other words,” s… …
… Even if the U.S. midterms later this year help leash some of the more turbulent aspects of the Trump administration, they won’t end American ambitions to pull control of the global chip and AI supply chains away from China, and tuck it into Washington’s own catalogue of control. …
… With a crucial U.S.-China summit looming in September, the AI supply chain is being weaponized, once again, for global trade and supply negotiations, turning Silicon Photonics into a bargaining chip. …
Taiwan's Keelung District Prosecutors' Office raided Supermicro Computer's Taiwan office on Monday, along with the homes of six individuals and three affiliated company sites, expanding the island's first criminal investigation into the diversion of Nvidia AI chips to China. …
… It’s understood that the 950PR is currently undergoing testing at large data center clients in China, but output is still limited, and its native CANN software stack substantially trails Nvidia’s CUDA, so domestic supply can’t yet absorb the demand the import freeze has redirected. …
… Huawei alone shipped roughly 812,000 AI chips and is projecting $12 billion in AI processor revenue for 2026 . Morgan Stanley estimates China's total AI chip market could reach $67 billion by 2030, with domestic supply covering roughly 76% of demand. …
… Now that key manufacturing and transit hubs like Taiwan and Singapore are actively hunting down middlemen using local criminal fraud laws, the supply chain is fracturing. Getting banned Hopper or Blackwell chips into mainland data centers just became exponentially more fraught. …
… There is also a domestic dimension, as the Korean AI-chip scene is made up largely of accelerator startups, making Huawei's arrival — backed by its supply scale and software depth — read as a competitive threat. …
… Dragonfly covers AI accelerators, data center CPUs, custom silicon, and connectivity chips, and Amon said versions of every line will ship into China within the export rules. “We have versions of all of our products that comply with those guidelines,” he told Nikkei Asia , adding that Qualcomm is “… …
