“China will be "completely self-sufficient" in chips within two to three years. Chinese chipmakers' products might not be as good as Nvidia's, but they are used to competing on lower margins — and US export controls create a powerful incentive for investment in Chinese innovation. "The export controls do not work."”
Chairman & CEO of Sinovation Ventures; founder and CEO of 01.AI; former President of Google China
Said Sep 18, 2026Deadline Sep 18, 2029Semafor, "Why Kai-Fu Lee thinks companies need an AI boss," September 18, 2026
Resolves by September 2029 on whether China's semiconductor supply (including advanced logic and the tools to make it) is effectively domestically sourced; as of the prediction date China still depended heavily on foreign EUV lithography and HBM.