China's 'Big Fund' shifts strategy: from mass production to sovereign AI chips and advanced packaging
🇨🇳 China's "Big Fund" has moved to the third phase of financing, shifting focus to AI chips and advanced packaging.
📉 US sanctions pushed Beijing towards import substitution: in 2026, Chinese AI chips captured 79% of the domestic market.
💰 The fund supports companies like DeepSeek and SMIC, but analysts debate the effectiveness of investments under technological blockade.
#China #AI #Semiconductors #Technology
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