China works on moving around the US chip sanctions toward a completely domestic supply chain for the third generation of chips, beyond silicon. State investment and long term focus once again delivering the goods. Quite possibly, in the early 2030s, China leapfrogs the Western chip paradigm.

“The real losers are the sanctions, designed to trap China in the silicon paradigm, which it now has a credible path to sidestep.

China has not killed the silicon chip. However, the undeniable truth is this – a significant scientific breakthrough has occurred, and its geopolitical implications are profound.

China has not ended the chip war, but it has successfully opened a new front — one fought not with geopolitics and supply chains, but with fundamental materials science.

This achievement is a clear signal that a strategy based solely on containing an adversary’s access to existing technology is doomed to fail.

The future of computing will be determined not just by who can etch the smallest lines on silicon, but by who can master the atomic intricacies of the materials that will replace it.”