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. …
… DFSX Is Working on China's First DF1000 AI Accelerator With 3D DRAM Technology, Also Unveils 3.5D+ Packaging DFSX recently hosted a presentation where they announced China's first 3D AI chip that is built entirely using China's domestic supply chain. …
… "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 Nvidia CEO further emphasized that China remains a competitive force in AI development, even without access to leading U.S. hardware. …
In a splashy move that signals that Taiwan remains irreplaceable to the AI industry’s short-term and long-term goals, Nvidia CEO Jensen Huang announced Wednesday that his chip company will invest $150 billion a year to make sure Taiwan remains at the “epicenter” of the “AI revolution.” “This is whe… …
… 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… …
… The technique is widely used across the AI industry, and the Chinese government has denied allegations of illicit distillation. 3. Supply chain security The U.S. wants companies to reduce their reliance on Chinese supply chains, but China is signaling it will fight against this trend. …
… Related Story Micron Warns Memory Crunch Will Outlast 2026 as AI Demand Outpaces What HBM, DRAM and NAND Can Supply Currently, the situation has prompted China's AI chipmakers to double down on production and fill in the gaps created by NVIDIA's departure in a significant way. …