To win the chip war, China needs a multinational strategy

Nvidia's H200 chips, a less advanced model than its Blackwell line, have resumed import into China in limited quantities. Concurrently, China's chip exports significantly increased in the first half of the year, primarily consisting of mature logic integrated circuits for consumer electronics and automotive use. While the US leads in advanced AI chips, China is becoming a major force in mass-market legacy chips. The article highlights that CPUs, previously a symbol of US semiconductor dominance, will regain importance in the next five years as AI shifts towards applications. This suggests a strategic need for China to adopt a multinational approach to compete effectively in the global chip industry.