đ¨ Global Tech Divide: Chinaâs AI Dominance Isnât Coming â Itâs Here
While the West debated, China quietly rewrote the AI semiconductor map:
Chinaâs AI chip market share: 24â30% and rising.
Moore Threads IPO: 114 â 650 yuan, $4.5T bids, 4,000Ă oversubscription.
SMIC yields: 20% â 70% in 18 months, cost premium collapsed.
Policy edge: 50% electricity discounts for domestic AI chip users; foreign chips banned from new data centers.
Outcome: Two separate AI ecosystems now exist â one Western, one Chinese â evolving on parallel paths of resilience and sovereignty.
#AI #ChinaTech #Semiconductors #GlobalTechDivide #DXBTrader $BNB