SMIC is China’s main bet against Taiwan’s TSMC and South Korea’s Samsung in the global AI race. But the U.S.’s efforts to keep Beijing’s biggest chipmaker in check appear to have had the opposite effect. Huawei recently unveiled a new line of SMIC manufactured semiconductors that rival Nvidia’s.

WSJ explains how rise of SMIC in China and how the U.S. is trying to keep the company in check.

Chapters:
0:00 U.S.-China tech war
1:07 SMIC’s origins
2:49 Should the U.S. be concerned by SMIC?
4:35 The impact of tariffs