Part 11/11:
While China is currently behind in cutting-edge manufacturing processes, its strategic approach and energy investments position it as a formidable contender in AI and semiconductors. The US’s response—whether through export controls, domestic innovation, or international alliances—will shape the future trajectory of technological leadership in the digital age. The potential for global diversification, competition deep in the tech stack, and security considerations makes this an unprecedented era for AI and semiconductor development.