The Chinese Chip That Just Made America Nervous

For years, the United States controlled the most important chokepoint in modern technology — advanced semiconductor manufacturing. Export restrictions on ASML machines, NVIDIA chips, and EUV lithography were supposed to make it impossible for China to close the gap. But something changed. In this episode, I break down exactly what China just built, why American engineers are quietly paying attention, and what this means for the future of AI, global chip supply, and the next decade of computing. Topics covered: SMIC, Huawei Kirin chips, Chinese EUV alternatives, DUV multi-patterning, CXMT memory, geopolitical semiconductor strategy, US export controls, AI chip supply chain. Subscribe for weekly deep dives into the chips and technology reshaping the world.