1. Executive Summary
- Overview of the global semiconductor landscape
- Key players: U.S., China, and key allies
- The role of AI in intensifying the tech competition
- Sanctions and their immediate global impact
2. The Geopolitical Battle for AI Semiconductor Supremacy
- China’s push for semiconductor independence
- U.S.-led semiconductor sanctions: motivations and scope
- Strategic alliances: Europe, Japan, South Korea, and Taiwan’s role
3. Impact of Sanctions on Chinese AI Semiconductor Development
- China’s reliance on U.S. and Western technology
- Short-term consequences on Chinese AI progress
- Long-term strategies to mitigate the impact of sanctions (SMIC, Huawei, YMTC)
4. U.S. Semiconductor Export Restrictions: Objectives and Outcomes
- Overview of U.S. restrictions targeting AI chips and equipment
- The ripple effects on global semiconductor supply chains
- Impact on major U.S. players: Nvidia, Intel, Qualcomm, AMD, and their relationships with China
5. The AI Arms Race: Who Is Leading in AI Chip Innovation?
- Comparison of AI chip advancements: China vs. the West
- AI semiconductor breakthroughs: Google’s TPUs vs. China’s AI ASICs
- R&D investments and the struggle to retain top talent
6. Global Supply Chain Disruption and Realignment
- How semiconductor supply chains are being disrupted and rerouted
- Role of TSMC, Samsung, and Intel in the new supply chain ecosystem
- Decoupling from China: is it feasible?
7. China’s Response: Building a Homegrown Semiconductor Ecosystem
- China’s semiconductor self-sufficiency plans (Made in China 2025)
- Domestic AI chip companies stepping up: Alibaba’s Hanguang, Baidu’s Kunlun
- Government incentives and massive funding to develop domestic fabs
8. Investor Implications: Betting on the New Global Semiconductor Order
- Impact on semiconductor stock markets and valuations
- Opportunities and risks for investors navigating the U.S.-China tech war
- The rise of strategic investments in alternative markets (India, Southeast Asia)
9. Regulatory and Trade Implications for Global Tech Players
- How semiconductor sanctions are shaping international tech policy
- Trade restrictions and potential retaliations from China
- The future of the global tech ecosystem in a fragmented world
10. Future Outlook: Who Wins the AI Semiconductor Race?
- Forecast of AI semiconductor market dominance by 2030
- Key technologies to watch: quantum computing, neuromorphic chips, and photonics
- Can China catch up, or will the West solidify its lead?
11. Conclusion
- Key takeaways from the U.S.-China semiconductor battle
- Strategic recommendations for governments, tech companies, and investors
