China’s Stealth Pipeline For NVIDIA And AMD Chips Now On The Chopping Block, As Washington Targets Foreign Subsidiaries Headquartered In Beijing - Wccftech

The U.S. is tightening export controls on advanced AI chips to China, particularly targeting Chinese companies headquartered in Beijing but operating abroad. Previously, the Trump administration had c... Read original →

Washington’s move to target Beijing-headquartered foreign subsidiaries closes the last loophole in AI chip controls. Technically, Chinese firms will accelerate migration from NVIDIA H100 to Huawei Ascend 910B, but the absence of 3nm and EUV capabilities creates a >30% training efficiency gap. Compliance costs are surging: global distribution chains must restructure legal entities, and the Supermicro indictment signals criminal liability for transshipment via shell companies. AMD and NVIDIA face near-term revenue pressure in Southeast Asia, while Huawei leverages this to lock in state-linked clients with its Ascend ecosystem. Over the next 18 months, decoupling will extend beyond equipment to IP cores and EDA tools. China may pivot to RISC-V and chiplet-based heterogeneous integration, but advanced packaging capacity—concentrated in Taiwan, China—will become the next choke point.