Скачать или смотреть DeepSeek vs. Sanctions: How China Beat the US Hardware Embargo

How did 140,000 restricted Nvidia GPUs slip past the US embargo? And why might Washington's strict export controls be the greatest gift the Chinese tech sector ever received? Discover how companies like Huawei are bypassing the silicon wall, and why the DeepSeek software miracle is forcing the world to rethink AI efficiency.

【Episode Summary】
In today's briefing on Asia Tech Macro, Alex (ex-Hedge Fund Analyst) and Maya (Tech Founder) dive into the dark reality of the US-China semiconductor war. We explore the massive underground AI chip black market, the High-Bandwidth Memory (HBM) bottleneck choking Huawei's Ascend chips, and Alex's contrarian view on why US sanctions actually forced China into total vertical integration. Plus, exactly how global investors should play this splitting tech universe.

【Key Action Items for Investors】

The "Legacy" Play: Long Chinese Legacy Node Suppliers (e.g., Naura, AMEC). Captive domestic demand means massive profits for companies maximizing older DUV lithography equipment.

The B2B Focus: Invest in Industrial AI, Avoid Consumer Chatbots. Strict government censorship cripples consumer AI, but industrial/B2B AI has the state's full backing and generates real economic output.

The Geopolitical Hedge: Watch Middle Eastern Tech Proxies. Nations like the UAE and Saudi Arabia are blending top-tier US hardware with Chinese software architecture, creating a highly lucrative neutral zone.

#AsiaTechMacro #ChinaAI #Semiconductors #DeepSeek #Huawei #Nvidia #TechWar #Geopolitics #SMIC #MacroEconomics