China Future Tech webinar | How US tactics could boost China’s chip self-sufficiency

#1701389: China Future Tech webinar | How US tactics could boost China’s chip self-sufficiency

Description:	The webinar will be live streamed on this page on Friday, September 19. Bookmark this page or add it to your calendar to stay informed. Submit your questions to the panel and get them answered during the webinar. Questions from SCMP Plus readers will be prioritised. Upgrade your standard SCMP subscription or start your free trial to enjoy the priority. The US-China chip war is escalating, with Washington’s goal of limiting Beijing’s technological advancement now sparking a counter-reaction that may accelerate China’s drive for chip self-sufficiency. The latest actions in this conflict – including US export controls and China’s push for domestic alternatives – are reshaping the global semiconductor landscape. To explore these issues, the South China Morning Post will host a webinar with guest speaker Gary Ng, senior economist, Asia Pacific from Natixis, alongside SCMP’s speakers Ann Cao and Ralph Jennings, with Zhou Xin as the moderator. Submit your questions today and get them answered during the live event. The discussion will cover key areas including: What is the situation of China’s local semiconductor supply chain? We’ll provide updated information about China’s progress in developing its own chips, particularly the implication from DeepSeek’s statement that it is tailoring its model for “next generation” graphic processing units. We’ll also look into the surge of Cambricon Technologies and its impact on China’s AI chip market. What’s the likely future of Nvidia’s H20 in China? We’ll explore how Washington has leveraged companies such as Nvidia – specifically the H20 chip – as a bargaining chip in negotiations, creating a new, unprecedented form of statecraft. How is Nvidia positioned now? Is the US inadvertently fuelling China’s drive for self-sufficiency? How are US sanctions driving Chinese companies to innovate, and what are the specific breakthroughs in software-hardware integration, like DeepSeek’s V3.1 model, that are reducing reliance on foreign technology? We will dissect how these restrictions are inadvertently strengthening China’s domestic supply chain. What’s the global implications of China’s chip ecosystem? As China develops its own “Model-Chips Ecosystem Innovation Alliance”, what does this mean for global supply chains and the competitive landscape for companies like Nvidia and Huawei? We’ll analyse the long-term implications of a bifurcated global chip market. About the panel: Gary Ng, senior economist for Asia-Pacific, Natixis Corporate & Investment Banking Gary’s research links the Asia-Pacific macroeconomy with international trade and supply chain, industrial policies, technology and innovation and banking and finance. He has in-depth coverage of geopolitically influenced sectors, including semiconductors and electric vehicles, on macroeconomic, corporate and investment level. Ann Cao, reporter, technology, SCMP Ann Cao is a Shanghai-based technology reporter for the Post, covering technology start-ups and policies in the city and eastern China. She graduated from the University of Hong Kong with a master’s degree in journalism. Ralph Jennings, correspondent, political economy, SCMP Ralph Jennings joined the political economy desk as a senior reporter in August 2022 having worked as a freelancer since 2011. Ralph previously covered news for Thomson Reuters in Taipei and for local newspapers in California. He graduated from University of California, Berkeley with a bachelor’s degree in mass communication. Zhou Xin, tech editor, SCMP (moderator) Zhou Xin is tech editor of the Post, following stints as political economy editor and deputy China editor. He has previously worked for Reuters and Bloomberg in Beijing.
More info:	https://www.scmp.com/news/china-future-tech/semiconductors/article/3324258/china-future-tech-webinar-how-us-tactics-could-boost-chinas-chip-self-sufficiency?module=top_story&pgtype=section&utm_source=substack&utm_medium=email

Description:

The webinar will be live streamed on this page on Friday, September 19. Bookmark this page or add it to your calendar to stay informed. Submit your questions to the panel and get them answered during the webinar. Questions from SCMP Plus readers will be prioritised. Upgrade your standard SCMP subscription or start your free trial to enjoy the priority.

The US-China chip war is escalating, with Washington’s goal of limiting Beijing’s technological advancement now sparking a counter-reaction that may accelerate China’s drive for chip self-sufficiency. The latest actions in this conflict – including US export controls and China’s push for domestic alternatives – are reshaping the global semiconductor landscape.

To explore these issues, the South China Morning Post will host a webinar with guest speaker Gary Ng, senior economist, Asia Pacific from Natixis, alongside SCMP’s speakers Ann Cao and Ralph Jennings, with Zhou Xin as the moderator. Submit your questions today and get them answered during the live event.
The discussion will cover key areas including:

What is the situation of China’s local semiconductor supply chain?
We’ll provide updated information about China’s progress in developing its own chips, particularly the implication from DeepSeek’s statement that it is tailoring its model for “next generation” graphic processing units.

We’ll also look into the surge of Cambricon Technologies and its impact on China’s AI chip market.

What’s the likely future of Nvidia’s H20 in China?
We’ll explore how Washington has leveraged companies such as Nvidia – specifically the H20 chip – as a bargaining chip in negotiations, creating a new, unprecedented form of statecraft. How is Nvidia positioned now?

Is the US inadvertently fuelling China’s drive for self-sufficiency?
How are US sanctions driving Chinese companies to innovate, and what are the specific breakthroughs in software-hardware integration, like DeepSeek’s V3.1 model, that are reducing reliance on foreign technology? We will dissect how these restrictions are inadvertently strengthening China’s domestic supply chain.

What’s the global implications of China’s chip ecosystem?
As China develops its own “Model-Chips Ecosystem Innovation Alliance”, what does this mean for global supply chains and the competitive landscape for companies like Nvidia and Huawei? We’ll analyse the long-term implications of a bifurcated global chip market.

About the panel:

Gary Ng, senior economist for Asia-Pacific, Natixis Corporate & Investment Banking

Gary’s research links the Asia-Pacific macroeconomy with international trade and supply chain, industrial policies, technology and innovation and banking and finance. He has in-depth coverage of geopolitically influenced sectors, including semiconductors and electric vehicles, on macroeconomic, corporate and investment level.

Ann Cao, reporter, technology, SCMP

Ann Cao is a Shanghai-based technology reporter for the Post, covering technology start-ups and policies in the city and eastern China. She graduated from the University of Hong Kong with a master’s degree in journalism.

Ralph Jennings, correspondent, political economy, SCMP

Ralph Jennings joined the political economy desk as a senior reporter in August 2022 having worked as a freelancer since 2011. Ralph previously covered news for Thomson Reuters in Taipei and for local newspapers in California. He graduated from University of California, Berkeley with a bachelor’s degree in mass communication.

Zhou Xin, tech editor, SCMP (moderator)

Zhou Xin is tech editor of the Post, following stints as political economy editor and deputy China editor. He has previously worked for Reuters and Bloomberg in Beijing.

More info:

https://www.scmp.com/news/china-future-tech/semiconductors/article/3324258/china-future-tech-webinar-how-us-tactics-could-boost-chinas-chip-self-sufficiency?module=top_story&pgtype=section&utm_source=substack&utm_medium=email

Date added	Sept. 5, 2025, 6:40 a.m.
Source	SCMP
Subjects	Chips / Processors / hardware boards Manufacturers / Providers - Various (Also Geo Political!!) Geo Political / Geopolitical / Geo-Political Issues - New Reports in Government China Government USA / Govt USA - Trump/Vance Era News China News USA PodCasts / Webcast / Webinar / eSummit / Virtual Event etc.
Venue	Sept. 19, 2025, midnight - Sept. 19, 2025, midnight