As US restrictions blow the chip industry where will the chips fall?

As tensions between global superpowers escalate, semiconductors, those tiny chips powering everything from smartphones to AI, have become the beating heart of a new tech cold war. The US has tightened export restrictions to curb China’s access to cutting-edge chip technology, aiming to protect its own innovation edge. Nvidia, whose high-performance GPUs are essential for AI development, has been caught in the crossfire, its China-bound exports increasingly restricted. In response, China is ramping up domestic production and investing billions to achieve chip independence.

The chip war is no longer a quiet trade dispute, it’s a global battle shaping the future of innovation, sovereignty, and AI dominance. As superpowers recalibrate their strategies, both the US and China are investing heavily, innovating fiercely, and weaponizing technology in new ways.

From AI to national security, the future of technology is being reshaped. So, where exactly will the chips fall?

Chinese Efforts ...