China is accelerating its semiconductor capabilities through technical gains at Huawei and Semiconductor Manufacturing International Corp.(SMIC) while simultaneously mandating the use of domestic processors across state sectors to circumvent US export controls
China's dominance of the global polysilicon market is forcing the industry into two divergent paths: domestic consolidation to manage a swelling glut, and US-backed overseas production to diversify supply chains. The trend highlights a deepening geopolitical divide over a material essential to both solar manufacturing and high-purity semiconductor applications
