🔥 Bill Gates said this before many analysts: “You cannot stop China by blocking its access to technology.”
Years later, the market is seeing the consequences.
The U.S. tried to limit access to advanced chips.
What was the result?
📈 China accelerated its investment in R&D.
📈 Huawei returned to the game with its own chips.
📈 SMIC scaled in revenue.
📈 New AI models like DeepSeek compete at lower costs.
When you block supply, you force internal innovation.
That completely changes the global competitive dynamic.
For investors, this is not politics… it’s strategy:
🔹 More competition in semiconductors
🔹 Pressure on the margins of tech giants
🔹 Reconfiguration of supply chains
🔹 New balance in the race for AI
Technological hegemony does not disappear overnight.
But it can fragment.
Are we witnessing the birth of a bipolar technological system?
