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Gavekal Technologies, Chips
New Capital And Self-Sufficiency
Laila Khawaja
26 Jun 2025
China’s securities regulator loosened eligibility rules for the Chinese equivalent of Nasdaq, a move that should make it easier for startup semiconductor firms to list. And Beijing is accelerating its push for 100% self-sufficiency in automotive chips.
Gavekal Technologies, Chips
Nurturing High-Tech Talents
Laila Khawaja
19 Jun 2025
Innovative research universities” emerge in China. Synopsys-Ansys deal looks dire amid US-China tensions. And China unveils world’s first fully-automated chip-design tool.
More research
Chokepoints And Workarounds
Ren Zhengfei explains Huawei’s tech breakthroughs. US-China framework offers no clarity on tech grand bargains. And Oppo is rumored to revive in-house chip development.
From Tariff Truce To Tech War
Optimism from the US-China Geneva talks quickly faded as both sides accused each other of breaching the agreement. The Trump administration wants greater access to the China market, but is closing its own doors with expanding tech export controls. The latest, targeting electronic design automation tools, hit after Huawei and Xiaomi unveiled new chip breakthroughs.
Amid Sanctions And Sanction Threats
China threatens legal counter to US export controls. Malaysia’s Huawei AI deal proceeds despite US pressure. And Tencent shrugs off the impact from US chip ban.
Chinese Firms Advance Amid Escalating Sanctions
Xiaomi’s 3nm self-developed mobile SoC is ready. Xiaomi’s founder and CEO Lei Jun on May 19 announced Xiaomi’s Xring O1 mobile SoC on his Weibo, China’s equivalent for X.
After The Tariff Truce
US and China have agreed to a tariff truce. Washington and Beijing on May 12 issued a joint statement following weekend-long marathon talks between senior trade officials in Geneva.
What Export Controls Miss
Nvidia CEO Jensen Huang recently warned that expansive export controls could undermine US AI dominance —he makes a valid point. US export controls miss one important factor: Chinese firms used to superior foreign tech lacked market incentives to adopt inferior local substitutes. However, as foreign tech is cut off, export controls paradoxically force local innovation. As Chinese alternatives mature, they could ultimately pose a competitive threat to foreign tech in global markets.