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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 175.48+0.1%11:48 AM EST
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From: Bill Wolf11/12/2025 7:03:04 AM
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America’s Chip Restrictions Are Biting in China
Shortages of advanced AI chips are so acute that Beijing is intervening and tech companies are resorting to workarounds
By Lingling Wei, Amrith Ramkumar and Robbie Whelan
Nov. 11, 2025 9:56 pm ET

Beijing is taking an aggressive approach to help its technology giants squeezed by America’s chip restrictions.

Shortages of advanced semiconductors are so acute that the government has begun intervening in how the output of China’s largest contract chip maker, Semiconductor Manufacturing International 981 0.83%increase; green up pointing triangle, is distributed, according to people familiar with the matter. Chinese authorities are trying to give priority to the needs of tech conglomerate and national champion Huawei Technologies, which uses SMIC technology to make artificial-intelligence chips, the people said.

Chinese tech companies are fighting to secure limited domestic capacity and, in some cases, labs are smuggling coveted supplies of high-performance Nvidia NVDA -2.96%decrease; red down pointing triangle chips.

Buzzy AI upstart DeepSeek had to delay the release of its latest model earlier this year because of a shortage of chips, people familiar with its operations said. And companies such as Huawei are cobbling together workarounds, including by bundling thousands of chips into huge, power-hungry systems that can help train AI models, people familiar with their moves said.

wsj.com
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