Analysts warn US could be handing chip market to China

US efforts to block chip exports to China may backfire, experts warn

The United States had already restricted exports to China, the world's biggest buyer of chips, of Nvidia's most sophisticated graphics processing units (GPUs), designed to power top-end artificial intelligence models

Analysts warn US could be handing chip market to China

As the Trump administration attempts to choke off exports of strategically important computer chips to China, experts say the effort might well backfire, fueling innovation at Chinese firms that could help them seize the world semiconductor market.

Could American Tariffs Hand China A Semiconductor Advantage? - CleanTechnica

Imagine a future scenario unfolding through 2025, where global semiconductor alliances—long carefully coordinated by the United States—begin to fracture dramatically. This speculative future doesn’t hinge on new technological breakthroughs or sudden security crises, but instead arises from political and economic miscalculations by an increasingly isolated and confrontational United States. The ... [continued] The post Could American Tariffs Hand…

SAN FRANCISCO: While the Trump administration is trying to restrict exports of strategically important computer chips to China, experts say the effort could backfire, as it could fuel innovation among Chinese companies, helping them dominate the global semiconductor market. J.Gold Associates analyst […]

by German Gorraiz Lopez The growing global polarization offers China the opportunity to position its model as an alternative, but it could choose to adopt a disruptive option that would push the world into a new Kindleberger trap. The Kindleberger trap The economist Charles Kindleberger was one of the intellectual architects of the Marshall Plan and affirmed that in the 1930s the absence of a hegemonic power willing to provide world goods and to…