While the U.S. flip-flops on chip sanctions, China is building its own chip supply market — export controls are creating conditions for a Sino-Russian chip trade alliance
Summary
As the U.S. makes up its mind on export controls for Chinese chips, China has been developing its own supply chain, and associated trade network.
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$NVDA is lower premarket after reports that DeepSeek is hiring chip engineers and developing its own inference chips.
— Shay Boloor (@StockSavvyShay) July 7, 2026
Worth noting Nvidia is already restricted from selling its top chips into China so its unclear how much this actually hurts Nvidia directly.
If anyone loses… pic.twitter.com/ZuA1ayVlCH
CHINA’S DEEPSEEK DEVELOPING ITS OWN AI CHIP, SOURCES SAY -RTRS
— Jukan @ ICML (@jukan05) July 7, 2026
China's DeepSeek is developing its own AI chip, per Reuters
— unusual_whales (@unusual_whales) July 7, 2026
$NVDA
— amit (@amitisinvesting) July 7, 2026
Nvidia is down in the premarket because DeepSeek is reportedly looking to reduce their reliance on Nvidia and Huawei by developing their own chips.
- DeepSeek has increased hiring of chip-design engineers in recent months
- New chip would be designed for inference… pic.twitter.com/9GjMGXyhtd
SAMSUNG IS DEVELOPING GAIA, AN AI ACCELERATOR FOR AI PCS.
— Jukan @ ICML (@jukan05) July 9, 2026
THE COMPANY HAS ALREADY SUPPLIED PROTOTYPES TO MAJOR CUSTOMERS SUCH AS CHINA’S LENOVO AND U.S.-BASED HP FOR PERFORMANCE VALIDATION.
MASS PRODUCTION COULD BEGIN AS EARLY AS NEXT YEAR. THE CHIP WILL BE MANUFACTURED ON A…