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China's racing to build its AI ecosystem as U.S. tech curbs bite. Here's how its supply chain stacks up
NvidiaNvidia(US:NVDA) CNBC·2025-06-12 03:55

In this articleNVDA"Compared to Nvidia's export-restricted chips, the performance gap between Huawei and the H20 is less than a full generation," said Dylan Patel, founder, CEO and chief analyst of SemiAnalysis. Sinology | Moment | Getty ImagesWith the U.S. restricting China from buying advanced semiconductors used in artificial intelligence development, Beijing is placing hopes on domestic alternatives such as Huawei. The task has been made more challenging by the fact that U.S. curbs not only inhibit Chin ...