News•May 13, 2026
D2D China: Are the GPU Sanctions Working?
The U.S. ban on GPU shipments to China has halved Nvidia's market share there, while Chinese firms accelerate domestic semiconductor development. Microsoft’s recent certification of Chinese GPUs and a surge in locally sourced wafer‑fab equipment signal a growing home‑grown ecosystem. Capital markets are thawing, with several semiconductor IPOs and a RMB 1.5 billion (~$210 m) raise for a RISC‑V AI accelerator. The article examines how these trends reshape the effectiveness of the sanctions and the broader tech landscape.
