Is China Building the Next NVIDIA? China's Semiconductor Industrial Policy with Paul Triolo

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