Introduction: From Silicon Wafers to Strategic Weapons Chips, tiny devices made from sand, have become the core battlefield of national competition in the 21st century. When Trump defined semiconductors as “national security assets” in 2017, few anticipated that eight years later, this game would evolve from a nanotechnology race into a global confrontation over rare … Read more
1. A-shares are soaring: 3900 points! But don’t rush to chase the highs. On the first day after the National Day holiday, the A-shares jumped directly to 3934 points, reaching a ten-year high! However, a closer look at the market reveals a “colorful dance”— the resource sector rose by 7.6%, with 20 stocks hitting the … Read more
Source: https://www.deeplearning.ai/the-batch/issue-320/ Last week, China barred its major tech companies from buying Nvidia chips. This move received only modest attention in the media, but has implications far beyond what’s widely appreciated. Specifically, it signals that China has progressed sufficiently in semiconductors to break away from dependence on advanced chips designed in the U.S., the vast … Read more
Five years ago, when the United States implemented its chip blockade policy against China, it likely did not foresee this outcome: In the autumn of 2025, a CEO of an American AI company candidly admitted in public that the initial blockade was a “serious misjudgment.” This statement sounds like an admission of defeat, but in … Read more
On September 13, the Chinese Ministry of Commerce took decisive action, announcing an anti-dumping investigation into American analog chips and initiating a discrimination investigation against the US “chip tax” policy. This news immediately attracted international attention, as this move by China is not only a direct response to the US chip blockade but also a … Read more
1. Summit Remarks: The US Attempts to Maintain Chip “Advantage” On September 17, local time, at the AI + DC Summit hosted by the US news site “Axios”, Dario Amodei, CEO of the US AI startup Anthropic, claimed that the US’s dominance in the chip sector might be its “only advantage” over China, which must … Read more
The Semiconductor Battlefield Reignites: New Trends in the US-China Game and Opportunities for Domestic Substitution —— From Micron’s Price Increase to Anti-Dumping Investigations, A Comprehensive Analysis of Market Low-Position Strategies 1. The Semiconductor Battlefield Reignites: New Trends in the US-China Game In September, the tension in the US-China semiconductor sector intensified. Actions from the US: … Read more
Who would have thought that NVIDIA, once standing at the pinnacle of AI chips, is now so anxious that even its CEO has to personally visit China? Just last month, the US suddenly announced a ban on the export of H20 chips to China, causing Huang Renxun to lose 5.5 billion overnight, with stock prices … Read more
The tech industry has recently been buzzing!First, chip giant NVIDIA suddenly imposed an “indefinite sales ban“, saying goodbye to its latest H20 chip, which will no longer be sold to China, Israel, and a few other countries!Over in the Netherlands, they seemed to have a “telepathic” connection, immediately following suit by announcing restrictions on the … Read more