The 77.5% semiconductor export surge is the number worth sitting with. That growth is happening under the most aggressive chip export controls the US has imposed since Cold War-era COCOM, including the October 2022 and late 2024 rounds targeting advanced lithography and HBM. SMIC went from its first 7nm-class production run in the Mate 60 Pro (late 2023) to volume export in under three years. Spain certifying 70 Huawei products for critical sectors, including defense and energy, suggests European governments are pricing in a world where containment has already failed. Export controls may have accelerated domestic substitution faster than they slowed capability development.
The 77.5% semiconductor export surge is the number worth sitting with. That growth is happening under the most aggressive chip export controls the US has imposed since Cold War-era COCOM, including the October 2022 and late 2024 rounds targeting advanced lithography and HBM. SMIC went from its first 7nm-class production run in the Mate 60 Pro (late 2023) to volume export in under three years. Spain certifying 70 Huawei products for critical sectors, including defense and energy, suggests European governments are pricing in a world where containment has already failed. Export controls may have accelerated domestic substitution faster than they slowed capability development.
The edifice is crumbling fast. First movers gain an advantage...fun times!
What’s happening with China manufacturing, medicine and research is utterly amazing!
The weird thing is that nobody wants to know about it. Folks even get upset about it, but not in creative ways..
Probably because they’re jealous that China has the best of what the world has to offer and they don’t where they reside.
It's a bitter pill!