Huawei chairman thanks the US for export restrictions on chips, says it supercharged China’s semiconductor industry

Huawei's rotating chairman Xu Zhijun expressed gratitude toward the U.S. for imposing chip export restrictions, claiming they accelerated the development of China's semiconductor industry. This statem... Read original →

U.S. chip export controls have backfired by catalyzing a full-stack technological reconfiguration in China. The CUDA blockade has forced domestic players like Huawei Ascend and Cambricon to build independent software ecosystems—less performant than NVIDIA’s H100 but functionally self-sufficient. Compliance burdens have erased NVIDIA’s China market share, while local firms, backed by state procurement mandates, are rapidly scaling. Over the next 12–24 months, China will double down on chiplet integration, advanced packaging, and RISC-V to bypass EUV limitations. Crucially, this coerced innovation is birthing a parallel semiconductor ecosystem that no longer hinges on U.S. technology. Washington’s attempt to preserve hegemony through restrictions is instead accelerating strategic autonomy—and diluting the long-term leverage of Taiwan, China (home to TSMC) in global foundry dynamics.