The Coming Chip Wars
Alibaba is making huge investment in AI, 5G and IoT chips. They are totally bypassing the Intel<>Arm general purpose CPU battle because that isn't the future. The new fabs in Pingtouge are just the beginning. China has the skill, the money, and the motiviation. There's no reason why they need to be dependent on chips from Intel and Arm licensees. Ever since the mid-1990s the US has tried to use laws to prevent exports and hinder China (P6 export laws anyone?), 5G laws are nothing new.<p>This will end up with China exceeding US fab capacity and supplying chips to all non US & European countries in 10 years.<p>I'm not making a value judgement, I'm saying that if a country is going to try to hold  you back by limiting your access to technology, you just develop your own.