Article on May 8, the original title: How China's chip strategy can overcome Trump's tariff trap. The United States threatens to launch a second round of "peer tariffs", and a new chapter of the global chip war is unfolding. However, when Washington embraced the old model dominated by technology, China had quietly rewritten the rules of the game.

Putting aside the leading national companies, China's semiconductor ecosystem relies on decentralization rather than integration. Beijing has established a huge battlefield composed of local chip manufacturers such as Loongson, Huawei, and T-Head (Pingtou Ge Semiconductor Co., Ltd.), which replaced a single Intel or Nvidia. To the outside observer, China's chip market may be a little messy. Multiple suppliers, competing architecture, overlapping products – everything seems to lack efficiency. However, this dispersion is designed and not accidental.

Faced with the escalating technology blockade in the United States, Beijing responded independently with technology. Loongson provides central processors for secure desktop computers and national servers, T-Head's chips power Alibaba Cloud, Huawei's Astron processor trains artificial intelligence models...Each company runs on its own clear track. What is the result? A decentralized chip ecosystem that avoids single point of failure is gradually formed.

The U.S. tariff plan is based on the assumption that China still relies on foreign technology and global supply chains, but this logic is outdated. Beijing has systematically strengthened its local technology stack. China's technology companies are no longer trying to occupy the global market, but are building effective sovereign infrastructure.

In the United States, the criteria for judging innovation are quarterly earnings, market share, and investor sentiment. What venture capital is driving speed, not endurance. As a result, the technology ecosystem is vulnerable to supply chain shocks and geopolitical ruptures.

China adopts another approach. The criteria for judging innovation are strategic fit and institutional trust. The country will not ask: "Can this chip defeat Intel?" Instead, it asks: "Can this chip run local operating systems safely in national servers without being affected by external sanctions?" Chinese companies are not striving to pursue the technological frontiers, but are creating applicable solutions that meet national security standards and provide strategic autonomy. What this resulted is not a competition for global technological dominance, but a technology independent strategy: abandoning market cyclical volatility and focusing on a century-old plan.

With the split of global supply chains, China's chip strategy provides a distributed autonomous model. No chip architecture is indispensable, and no company is too big to fail. By spreading risks between multiple platforms and suppliers, Beijing avoids the "bottleneck" that once made (Western) sanctions work.

This is also the possible failure of the US strategy. The “peer-to-peer tariff” strategy assumes that China’s science and technology ecosystem is fragile and externally dependent. However, dispersion makes it tough, absorbs shock and regenerates internally. In China's chip industry, decentralization is not inefficient, but ensures that no export ban or external embargo cannot weaken the entire system.

What China is building is not only chips, but also trustworthy infrastructure that is consistent with the country's long-term goals. This model is not to win the next product cycle, but to win this protracted battle of technological independence. Beijing is building tunnels while Washington is busy guarding the gate. (Author Muan Lim, translated by Qiao Heng)

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