Chip Chop: China Cuts Out Foreign Silicon

Dr Mark van Rijmenam, CSP -

As China instructs its telecom giants to ditch foreign chips, is this a stride toward technological sovereignty or a step back into isolation?

China's latest mandate for its telecom carriers to phase out foreign chips like those from Intel and AMD by 2027 marks a significant pivot towards domestic semiconductor use. This directive, part of a broader effort to enhance national security and reduce dependency on American technology, could reshape the global tech landscape, striking at the heart of Intel and AMD's market share.

With China being a crucial market for these companies, the move could have far-reaching implications for global tech dynamics. The push reflects China's ambition to nurture its semiconductor capabilities, a critical component of its tech sovereignty goals. But as the geopolitical tech tussle intensifies, will this drive lead to innovation or stifle global technological cooperation?

Read the full article on The Wall Street Journal.

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