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As China defies US tech blockade, can local AI chipmakers capture Nvidia share?

With the technology race between the United States and China, the world’s two largest economies, intensifying even though a trade truce was reached in late October, analysts say the prospects of China achieving self-sufficiency in semiconductors and artificial intelligence (AI) are positive, despite American efforts to maintain leads in those fields. “If any country can do it [achieve self-sufficiency in semiconductors], it’s China, owing to its vast resources and pool of engineering talent,”...


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