<p>China is racing to build its own complete semiconductor industry, from AI chips and fabs to chipmaking tools like EUV lithography machines. I&#39;m joined by industry expert Paul Triolo.</p><p><br></p><p>00:28 China’s Semiconductor Self-Reliance Push</p><p>11:50 How Huawei Became China’s Chip Champion</p><p>17:37 Huawei, SMIC, and the Fight for Fab Capacity</p><p>24:14 Can China Build Its Own EUV Lithography Machines?</p><p>36:55 DeepSeek, Huawei, and China’s AI Chip Feedback Loop</p><p>53:53 Why Chinese Tech Giants Are Designing Their Own Chips</p><p><br></p><p>Links:</p><ul><li>American Affairs: “<a href="https://americanaffairsjournal.org/2026/02/innovation-under-pressure-chinas-semiconductor-industry-at-a-crossroads/" target="_blank" rel="noopener noreferer">Innovation Under Pressure: China’s Semiconductor Industry at a Crossroads</a>”</li><li>Paul Triolo on X: <a href="https://x.com/pstAsiatech" target="_blank" rel="noopener noreferer">@pstAsiaTech</a></li><li>Paul Triolo&#39;s Substack: <a href="https://pstaidecrypted.substack.com/" target="_blank" rel="noopener noreferer">AIStackDecrypted</a></li></ul><p>For transcripts and more, check out the ⁠<a href="https://www.highcapacity.org/" target="_blank" rel="noopener noreferer">High Capacity newsletter⁠</a>.</p><p>Hosted by <a href="https://www.kyleichan.com/" target="_blank" rel="noopener noreferer">Kyle Chan</a></p>