Is China Building the Next NVIDIA? China's Semiconductor Industrial Policy with Paul Triolo
Podcast: High CapacityPublished On: Tue May 12 2026
Description: China is racing to build its own complete semiconductor industry, from AI chips and fabs to chipmaking tools like EUV lithography machines. I'm joined by industry expert Paul Triolo.00:28 China’s Semiconductor Self-Reliance Push11:50 How Huawei Became China’s Chip Champion17:37 Huawei, SMIC, and the Fight for Fab Capacity24:14 Can China Build Its Own EUV Lithography Machines?36:55 DeepSeek, Huawei, and China’s AI Chip Feedback Loop53:53 Why Chinese Tech Giants Are Designing Their Own ChipsLinks:American Affairs: “Innovation Under Pressure: China’s Semiconductor Industry at a Crossroads”Paul Triolo on X: @pstAsiaTechPaul Triolo's Substack: AIStackDecryptedFor transcripts and more, check out the High Capacity newsletter.Hosted by Kyle Chan
The note was deleted
The note was saved
Your message was sent