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How China Is Building a Domestic Chip Supply Chain
Season 2
Episode 91
Published 14 hours ago
Description
China's push for semiconductor self-sufficiency is accelerating, with new fabrication plants and design houses emerging despite US export controls. But the road is bumpy: domestic chipmakers are struggling with yields and advanced node access. Lucas and Luna break down the latest data — including a surge in Chinese chip imports from alternative suppliers — and discuss what it means for global tech supply chains. They also examine recent volatility in China tech stocks like Baidu and Pinduoduo, and what that tells us about investor sentiment toward Beijing's industrial policy. A grounded look at where China's chip ambitions stand mid-2026.