In a strategic pivot that intensifies the technological rivalry between the US and China, Beijing has mandated its top telecom operators to eliminate foreign semiconductors, particularly those from American powerhouses Intel and AMD, by 2027. This bold move comes amid escalating Sino-US tensions, where Washington has toughened restrictions on high-tech exports to China, aiming to curb its technological ascendancy. This directive, highlighted in a Wall Street Journal report, underscores China's aggressive push towards technological self-sufficiency, promoting domestic chip production over Western imports. The policy could significantly dent revenues for Intel and AMD, as China previously constituted a major market segment for these firms. Furthermore, the shift is backed by China's broader strategy to replace Western technology with homegrown alternatives across various state-owned enterprises, resonating with similar guidelines previously set for government PCs and servers. This transition not only reshapes the global semiconductor landscape but also reflects the broader geopolitical tech warfare, marking a pivotal shift in global tech dynamics.
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