Tag Archives | Chip Wars

Geopolitics commentator Peter Yang takes a deep dive into America’s chip-war defeat. Washington weaponized the semiconductor stack it built, turning interdependence into containment—and the strategy backfired. Reshoring stalled, allies absorbed the costs, and decoupling isolated the U.S. from markets. China pivoted to survival instead: dominating mature nodes, expanding globally, and building institutions to outlast disruption.

While the sanctions regime has hit Chinese companies, especially Huawei, hard and exposed weak links in China’s chip supply chain, the last year has seen significant progress by Chinese companies.