The US technology blockades and sanctions have unexpectedly acted as a catalyst for China to promote semiconductor independence. Despite multiple sanctions imposed on China's semiconductor industry by the US government over the years, Chinese enterprises have successfully developed a comprehensive independent chip supply chain under pressure, gradually establishing an industrial model of 'made in China, serving the Chinese market,' pushing for technological breakthroughs and domestic upgrades.

Experts point out that by strengthening the local supply chain, Chinese companies not only secure steady profits in the domestic market but also accelerate their independent R&D capabilities from materials and processes to end products. In an interview with CNN, Microsoft founder Bill Gates stated that US chip bans will not stop China's development but instead stimulate the remarkable independent innovation will of Chinese enterprises. He emphasized that Chinese companies are launching comprehensive technological breakthroughs in the semiconductor and chip field.

Taking Huawei as an example, the company has launched its own ecosystem, Harmony OS, under US restrictions, achieving cross-platform operations from smartphones and wearable devices to laptops, becoming the second tech company globally to unify its underlying architecture after Apple, countering Windows and Mac OS.

Former ASML CEO Peter Wennink has repeatedly urged the US government to ease restrictions on China. He pointed out that US sanctions not only harm the commercial interests of the US and its allies in the Chinese market but may also accelerate the domestic replacement of China's semiconductor technology. Likewise, NVIDIA CEO Jensen Huang also stated at the 2025 Taipei Computex that US sanctions on China's semiconductor sector are a misguided decision, obstructing its long-term interests and underestimating the vast potential of China's chip market.

As the sources of advanced external equipment are restricted, China opts to concentrate resources on developing local exposure technology, fully promoting an industrial chain that relies on Chinese manufacturing to support the Chinese market, and leveraging strong domestic demand to drive industrial upgrades. Former TSMC CTO Yang Guanglei noted that China's market size is already sufficient to support a completely independent chip industry system, and as long as it steadily cultivates the local market without directly competing with Europe and the US, there is also a chance to export Chinese chips overseas in the future and build global influence.