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. …
… Initiatives like Pax Silica raise the prospect of greater autonomy in the global supply chain, with less reliance on China for key materials, tools, and manufacturing expertise. …
… "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… …
… 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. …
… The company said in a statement that it’s cooperating with authorities and remains “committed to protecting our advanced technologies and intellectual property.” Go deeper with TH Premium: Taiwan, trade, and tariffs China's latest round of rare-earth export controls explained Analyzing Washington's… …
… 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. …
… Go deeper with TH Premium: AI and data centers Photonics and high-speed data movement is the next big AI bottleneck The data center cooling state of play Massive AI data center buildouts are squeezing energy supplies Ultra Ethernet: The data center interconnection of tomorrow Here is the statement … …
… The fact that Taipei is now using local forgery and fraud laws to lock people up signals a major policy shift under President Lai Ching-te, who is under immense pressure from Washington to secure the global AI supply chain. …
… Meanwhile, shipments of H200 AI GPUs to China remain frozen, months after CEO Jensen Huang said Nvidia’s market share in the country had effectively fallen to zero . …
… 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. …
