US-China Tech Rivalry Forges a Fragmented Future for Semiconductors
As of October 2025, the escalating US-China tech rivalry has reached a critical juncture in the semiconductor industry, fundamentally reshaping global supply chains and accelerating a “decoupling” into distinct technological blocs. Recent developments, marked by intensified US export controls and China’s aggressive push for self-sufficiency, signify an immediate and profound shift toward a more localized,…