AI developers shifting from NVIDIA to domestic hardware

China is racing to build its own complete semiconductor industry, from AI chips and fabs to chipmaking tools like EUV lithography machines. I'm joined by industry expert Paul Triolo.

00:28 China’s Semiconductor Self-Reliance Push

11:50 How Huawei Became China’s Chip Champion

17:37 Huawei, SMIC, and the Fight for Fab Capacity

24:14 Can China Build Its Own EUV Lithography Machines?

36:55 DeepSeek, Huawei, and China’s AI Chip Feedback Loop

53:53 Why Chinese Tech Giants Are Designing Their Own Chips

Links:

• American Affairs: “Innovation Under Pressure: China’s Semiconductor Industry at a Crossroads”
• Paul Triolo on X: @pstAsiaTech
• Paul Triolo's Substack: AIStackDecrypted

For transcripts and more, check out the ⁠High Capacity newsletter⁠.

Hosted by Kyle Chan