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Multipolarity Dialogues: Steve Hsu on China's Tech Frontiers

Multipolarity

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The Evolving Semiconductor Landscape: U.S. vs. China in AI Hardware

This chapter explores the fierce competition in the semiconductor industry, particularly between U.S. giants like NVIDIA and Taiwanese firms like TSMC, against rising Chinese players such as Huawei and SMIC. Emphasis is placed on the impacts of the U.S. chip ban and the strategies Chinese companies are employing to adapt within the shifting landscape of AI hardware and data center investments.

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