The recent tightening of U.S. chip export controls is changing global tech dynamics quickly than we thought.
Chinese companies are feeling the effects, with production cycles slowing down and AI model training getting hindered due to restricted access to advanced semiconductors.
What’s fascinating, though, is that this limitation is sparking local innovation. Firms are now in a race to create their own chip architectures and scale up manufacturing capabilities.
From a digital transformation angle, this could change how supply chains, R&D priorities, and tech dependencies develop across different markets. It’s not just about chips; it’s about building resilience and long-term capabilities.
Do you think these restrictions will speed up China’s move towards tech self-sufficiency, or will they hinder global innovation by breaking up the semiconductor ecosystem?
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