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
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Hosted by Kyle Chan
