China has adopted a fully integrated artificial intelligence strategy aimed at controlling the entire chain, from semiconductors to software and applications, with no Western dependency. US export controls on advanced semiconductors forced the country to develop its own chip production, with Huawei and Cambricon central to this effort. This approach prioritizes practical applications in manufacturing, logistics, robotics, and healthcare over theoretical breakthroughs. For crypto investors, this geopolitical fragmentation represents both a risk for semiconductor firms supplying China and an opportunity for decentralized computing solutions and cross-border payment infrastructure.
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