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The Chip War Hardens Into Structural Bifurcation

Geopolitical competition over AI compute resources — encompassing semiconductor export controls, infrastructure ownership, energy access, and national buildout strategies — is reshaping the global supply chain from a commercially integrated system into competing sovereign blocs.

2 signals tracked

  1. Taiwan criminal penalties proposal and China's $295B plan crystallise the split

  2. China self-blocks H200 as Samsung strike and FTC probe add new fractures