The US technology blockade and sanctions have unexpectedly become a catalyst for China's push toward semiconductor independence. Despite years of sanctions from the US government against China's semiconductor industry, Chinese companies have successfully developed a complete chip self-supply chain under pressure, gradually establishing a business model of 'Made in China, Serving the Chinese Market' and promoting technological breakthroughs and localization upgrades.

Experts point out that Chinese enterprises, through strengthening the local supply chain, not only achieve stable profits in the domestic market but also accelerate their independent R&D capabilities from materials and manufacturing processes to end products. Microsoft founder Bill Gates stated in a CNN interview that US chip bans will not stop China’s development; on the contrary, they have sparked astonishing self-innovation will among Chinese enterprises.

Taking Huawei as an example, the company has launched its own ecosystem Harmony OS under US restrictions, achieving cross-platform operation from smartphones and wearables to laptops, becoming the second global tech company after Apple to unify its underlying architecture and competing against Windows and Mac OS.

Former ASML CEO Peter Wennink has repeatedly urged the US government to relax 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 substitution of China's semiconductor technology.

Similarly, Jensen Huang, CEO of Nvidia, has openly stated at the 2025 Taipei Computex that US sanctions against China’s semiconductor industry are a mistake, hindering its long-term interests and undervaluing the enormous potential of the Chinese chip market.

ASML's Chief Technology Officer Martin van den Brink has noted that US policies have disrupted the company's cooperation model with China, which will force China to fully support domestic exposure equipment manufacturers like Shanghai Microelectronics (SMEE), accelerating technological breakthroughs that pose a significant threat to ASML and other American companies.

As access to advanced external equipment is restricted, China is choosing to concentrate resources on developing domestic exposure technology, fully promoting the industrial chain supported by Chinese manufacturing for the Chinese market. TSMC's former CTO Yang Guanglei stated that China’s market size is sufficient to support a complete independent semiconductor industry system. As long as it steadily deepens its domestic market, it does not need to compete directly with Europe and the United States and may have the opportunity to export Chinese chips overseas in the future, establishing a global influence.