chip-war

3 briefs

power 2026-05-13

The US Is Trying to Cut Off ASML from China While Its President Is in Beijing Asking China for Favors

The MATCH Act gives the Netherlands a 150-day deadline to stop ASML sales to China -- and The Hague is openly refusing, catching Washington in a contradiction it cannot resolve.

power 2026-04-30

DeepSeek Bets on Huawei and China's Chip Independence Finally Gets a Proof of Concept

After years of Huawei's Ascend chips failing to attract top-tier customers, DeepSeek V4 just gave Beijing's domestic silicon strategy its first credible validation.

power 2026-04-09

The Chip War Is Now a Two-Front Battle, and the US Is Losing the Material That Wins It

The MATCH Act would cut China off from Dutch chipmaking tools. China's InP export controls just cut the world off from the material that makes AI data centers run. Washington is winning the equipment war while Beijing controls the supply chain beneath it.