Part 4/11:
Broader Implications for the Global Chip Sector
The crackdown extends beyond Nvidia, affecting other key players such as AMD, Qualcomm, and TSMC. China’s policy shift signals a broader environment of escalating tension and strategic competition in the semiconductor industry. While Beijing promotes domestic chip development, the market's reality suggests that Chinese tech companies still favor foreign, especially US-based, chip manufacturers for their proven performance and reliability.