Have you been following the US-China chip ban saga? It’s been a wild ride, with both countries imposing restrictions on each other. But here’s the thing: this ban has actually slowed down AI innovation. Chinese companies have made significant contributions to AI development, including key innovations like MoE, MLA, advanced packaging techniques, and memory-efficient inference pipelines.
According to Grok 4’s analysis, the US will likely resume selling advanced chips to China by November to avoid a supply chain crisis. Refusing to do so would result in massive economic losses, estimated at $50 billion annually in the semiconductor sector alone.
But what does this mean for AI progress? Well, experts agree that the chip ban has accelerated Chinese innovation in chip design. Huawei and Biren are expected to start manufacturing state-of-the-art chips by late 2028. So, in a way, the chip ban has made the US weaker and China stronger.
However, Chinese officials and manufacturers believe that resuming the free trade of advanced chips and rare earth materials would greatly benefit both countries, as well as the global AI industry.
If the chip ban is lifted, we can expect a significant boost to AI progress. This could lead to rapid advancements in AI technology, making it more accessible and practical for everyday use.
What do you think? Are you excited about the potential implications of resumed chip trade on AI progress?