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China's chip challenge: Matching US tech
The Mercury
|October 07, 2025
CHINAS push to develop top-end artificial intelligence microchips is gaining momentum, but analysts say it will struggle to match the technical might of US powerhouse Nvidia within the current decade.
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Ramping up its chip industry is a way for Beijing to beat restrictions imposed by Washington on exports of the most advanced chips - used to power AI systems - to China.
The US cites national security concerns, such as the risk of giving China a military advantage, for the block, a geopolitical bind that shows no sign of easing.
“China wants chips that policy cannot take away,” said Stephen Wu, a former AI software engineer and founder of the Carthage Capital investment fund.
However, “full end-to-end parity with Nvidia's best chips, memory packaging, networking and software is not guaranteed” by 2030 or even beyond, ‘Wu said.
Diese Geschichte stammt aus der October 07, 2025-Ausgabe von The Mercury.
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