Beyond Nvidia: how US export curbs are forcing China to redesign its AI chip industry
Under the weight of sustained US export controls on advanced semiconductors, Chinaโs AI chipmakers are battling to forge a self-reliant silicon ecosystem capable of breaking Nvidiaโs stranglehold on the market. At the centre of this rivalry is a fundamental design debate: Should the country rely on the versatile graphics processing unit (GPU) or pivot to the highly specialised application-specific integrated circuit (ASIC)? The fight is no longer about finding a single Nvidia clone; it is about...