The adage “what doesn’t kill you makes you stronger” aptly describes China’s response to US tariffs and export controls. Rather than hindering Beijing’s progress, these measures have accelerated efforts to develop domestic capabilities, particularly in the personal computer (PC) industry. As US companies encounter increasing obstacles in the Chinese market, the Xinchuang PC initiative, which aims to promote homegrown technology, is expected to expand significantly. Projections suggest the program could double in size by 2025, with continued growth anticipated in 2026.

At Intel’s Foundry Direct Connect 2025 event, United Microelectronics Corporation (UMC) and Intel executives shared the stage for the first time to outline their joint development of a 12nm semiconductor manufacturing platform. The partnership underscores a shared commitment to strengthening U.S.-based production and addressing national security imperatives amid rising geopolitical and tariff-related uncertainties.

TSMC has broken ground on its third semiconductor fabrication plant in Arizona, marking a major expansion of its U.S. operations and reinforcing the Biden-to-Trump continuity in onshoring advanced chipmaking capacity. The move was prominently highlighted by the U.S. Department of Commerce as part of its broader campaign to revive domestic manufacturing.