09
Jul
How US Chip Bans Are Building China's Next Silicon Valley The irony is sharp enough to cut: Washington's effort to choke off China's access to advanced semiconductors may be doing the opposite of what policymakers intended. DeepSeek, the Chinese AI lab that stunned the industry with low-cost models trained on restricted hardware, is now reportedly developing its own AI chips. This isn't a desperate workaround. It's a strategic inflection point. Every export control tightens the incentive for China to build domestic semiconductor capacity—and over a decade, that compounds into independence that no embargo can unwind. We've been watching this tension…
