China's chip industry has its breakout moment, led by CXMT and Huawei

pstAsiatech · x · 2026-08-17

A shared report arguing China's semiconductor industry is having its breakout moment, driven largely by CXMT and Huawei. The commenter adds that this shift has been building for some time, and after four years of US export controls the industry is still not operating in "isolation."

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