China AI Industry Map
Baidu, Alibaba, Tencent, and Huawei bundle AI with cloud and hardware; Moonshot, 01.AI, and Zhipu compete on models. Domestic substitution is the organizing logic.
China
China Semiconductor Ecosystem
SMIC and Hua Hong hold the mature nodes, packaging and test remain world-class, and the equipment gap sits in lithography and metrology. What export…
East Asian Technology Intelligence
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