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71/100 Bullish 14.07.2026 · 08:43 Finrend AI ⏱ 1 dk 👁 3 TR

China Launches New Era in Semiconductors to Break US Chip Dependency

The technological rivalry between the US and China has entered a new phase in the semiconductor and AI chip sectors. The US has intensified export restrictions on advanced lithography equipment and high-performance processors, prompting China to adopt a comprehensive industrial strategy to reduce foreign dependency. This global technology blockade is accelerating the emergence of parallel production ecosystems in China that are independent of the international market. China is focusing on boosting domestic production capacity to achieve self-sufficiency in the semiconductor supply chain. In this process, new chip manufacturing facilities are being established with state-backed investments and private sector participation. While US restrictions limit China's access to advanced technology chips, Beijing is working to develop alternative technological solutions. The financial dynamics of the industry are also being affected by this transformation. Semiconductor companies in China are increasing R&D spending to meet domestic demand and compete in export markets. Although this raises costs in the short term, it is expected to strengthen China's technological independence in the long run. This shift in the global semiconductor market is leading to a restructuring of supply chains. China's efforts to create parallel production ecosystems are also influencing the strategies of international companies. While US and allied export controls aim to slow China's technological progress, China's domestic solutions developed in response to these pressures are creating new dynamics in the industry. This is not investment advice.

📊 NVDA — Piyasa Yorumu

▼ down · 60%

The news highlights China's push for self-sufficiency in semiconductors, which could create long-term competitive pressure for US chipmakers such as NVDA. Technically, the price is trading below the 20-day moving average (206.07), and the RSI at 46.9 indicates weak momentum in neutral territory. The MACD remains below the signal line, supporting a short-term bearish trend. However, since the price is above the 50-day moving average (200.63), the downside may be limited. Selling pressure is expected to persist in the near term.

RSI 14
46.9
MACD
1.09
24h Δ
0.64%

📊 AMD — Piyasa Yorumu

■ neutral · 60%

Although the news poses a long-term threat to AMD, its short-term impact may remain limited. On the technical indicators, the RSI is at 44, in neutral territory, and the MACD is below the signal line, indicating weak momentum. The price is trading near the 50-day moving average but below the 20-day average, which could suggest potential for a short-term recovery. However, due to the uncertainty created by the news and technical weakness, the direction is unclear.

RSI 14
44.5
MACD
0.46
24h Δ
4.28%

📊 TSM — Piyasa Yorumu

▼ down · 70%

The news highlights China's push for semiconductor self-sufficiency, which signals a negative outlook for US-dependent chipmakers like TSM. Technical indicators also confirm selling pressure: RSI at 30.5 is near oversold territory, MACD is below the signal line, and the price is trading below both the 20-day and 50-day moving averages. A 3.5% decline in the last 24 hours suggests the short-term downtrend may continue. However, the RSI approaching oversold levels could also trigger a potential technical rebound.

RSI 14
30.5
MACD
-4.54
24h Δ
-3.49%

📊 ASML — Piyasa Yorumu

▼ down · 70%

The news highlights China's goal of achieving self-sufficiency in semiconductors, posing a long-term demand risk for chip equipment manufacturers like ASML. Technical indicators are already weak: RSI is near oversold territory at 32, MACD is negative and below the signal line, and the price is below both the 20-day and 50-day moving averages. A 2.86% decline in the last 24 hours indicates continued selling pressure. With negative news flow and technical weakness in the short term, the downtrend is expected to persist.

RSI 14
32.1
MACD
-18.57
24h Δ
-2.86%
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