Xin Lang Cai Jing·2025-07-21 11:31Core Viewpoint - The U.S. government has allowed the export of the H20 chip to China, but Chinese companies, including ByteDance, have shown little interest in purchasing it, indicating that China may have developed equivalent AI chips on its own [1][4][6]. Group 1: U.S.-China Chip Trade Dynamics - The U.S. aims to keep China dependent on lower-tier chips to delay its advancements in the semiconductor industry [6]. - The U.S. government is perceived to be using the H20 chip as a means to control China's technological progress, while China has likely developed its own competitive chips [6][10]. Group 2: China's Response to Export Controls - China has included battery cathode material preparation technology in its export control list, reflecting its dominance in this area, controlling 90% of global production capacity [6][7]. - The adjustment of China's export control list indicates a strategic move to protect its technological advancements and maintain its competitive edge [7]. Group 3: Evolving Trade Strategies - The ongoing trade tensions have led to a situation where both countries are employing export controls, blurring the lines of who is sanctioning whom [8][10]. - The U.S. is gradually shifting from a strategy of mutual sanctions to a more open approach, recognizing that China has become increasingly self-sufficient in key technology sectors [8][10].