To win the chip war, China needs a multinational strategy

INTELLIGENCE SUMMARY

Nvidia’s H200 chips, a step down from its most advanced Blackwell line, have resumed imports into China, albeit in small quantities. Meanwhile, China’s chip exports nearly doubled in the first half of this year. Much of these exports are mature logic integrated circuits for applications in consumer electronics and automotive sectors. While the US is the undisputed leader in the most advanced artificial intelligence (AI) chips, China is emerging as a dominant player in mass market legacy...