A look at the evolution of China's chip industry and Huawei under US export controls, as GPUs have become the new focal point of US-China tech competition
@pstAsiatech Huawei essentially plays the role of NDRC for China' semiconductor industry. It's forcing many previously independent companies, in the industry, becoming a subsidiary of huawei. It's the classic case of central planning vs. free market.
My latest on how China's semiconductor and adjacent industries are reacting to export controls. Some context for release of Huawei Mate70. The Evolution of China's Semiconductor Industry under U.S. Export Controls - American Affairs Journal https://americanaffairsjournal.org/ ...
Long but interesting piece by @pstAsiatech . To be read before claiming who is winning the Chips War The Evolution of China's Semiconductor Industry under U.S. Export Controls https://americanaffairsjournal.org/ ...
@DesmondShum Not really no. Huawei is a sophisticated private sector market player that US controls have pushed into the arms of the Chinese government. Success in the semiconductor industry cannot be planned, it must be won, by solving one tough engineering problem after another…