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Many in Washington need to update their assumptions regarding Chinese semiconductor manufacturing capacity. According to FT today, Chinese companies like Huawei, SMIC, and Cambricon are surging production. They will soon be competing with American chips globally. Fortunately, Chinese chips are still behind ours due to a far-sighted decision by the first Trump administration to prevent China from having EUV lithography. That was a wise export control. But other export controls, like the now-rescinded Biden Diffusion Rule, were not. In each case, we must ask the question, does this help the American tech stack dominate the world? What maximizes our global market share? If we look around the world in 5 years and see that the Global South is running on Huawei Cloud Matrix + DeepSeek, for example, that’s not the outcome we want. As President Trump said in his AI speech on July 23: “The last administration was obsessed with imposing restrictions on AI, including extreme restrictions on its exports. As you know, they made it very difficult to export. This alienated American partners and drove even our friends into the arms of China and other countries.” “Under my administration, we will maintain necessary protections for our national security, but we will never forget that the greatest threat of all is to forfeit the race and force our partners into rival technology. We're not going to do that.” Biden’s overzealous regulations were predicated on the assumption that China couldn’t produce enough chips for export, so it didn’t matter how much regulatory burden was imposed on American AI companies. Today’s report exposes the falsity of that view. The U.S. government should help our American AI companies win this global competition. It is time to embrace President Trump’s vision that the American tech stack should dominate the world.
davidsacks47 ↗