Semiconductor Export Control Escalation

Covers the escalating U.S.-China semiconductor export control regime: U.S. restrictions on advanced chips, equipment, and EDA tools to China, and China's retaliatory controls on critical minerals. A central theme is that controls have paradoxically accelerated Chinese domestic semiconductor self-sufficiency, shifting market share to domestic firms like SMIC and Huawei, driving supply chain decoupling, and creating long-term strategic risks for U.S. technology companies.