US export controls actually helped China iron out tech supply chain 'chokepoints', report finds

Date:
Thu, 03 Sep 2026 18:00:00 +0000

Description:
While the US was busy imposing restrictions against China, Chinese startups were occupied filling gaps in the market.

FULL STORY ======================================================================Copy link Facebook X Whatsapp Reddit Pinterest Flipboard Threads Email Share this article 0 Join the conversation Follow us Add us as a preferred source on Google Newsletter Subscribe to our newsletter Chinese companies have spent
the past four years filling gaps left by US bans The number of IPOs centered around semiconductors has increased China is also concentrating on supply chain self-sufficiency New Morgan Stanley data cited in a South China Morning Post report has demonstrated a shift in the companies reaching China's public markets, per the analysis of 229 IPOs on Shanghai's Star Market between 2022 and 2026.

The number of companies targeting China's technological 'chokepoints' has become much more prominent around one in five of the IPOs fell into this category in 2026, compared with fewer than one in ten in 2022. In other
words, the SCMP claims that the number of companies addressing areas of foreign technological dependence has more than doubled in just four years. Latest Videos From TechRadar Watch full video here: China's public market fills in response to US restrictions In the four years analyzed, the
so-called chokepoints have concentrated around the semiconductor supply chain following US restrictions and sale bans.

But by preventing the sale of some of its own chips and hardware, the US has fundamentally enabled China to grow its own market by giving it an incentive to develop domestic alternatives. You may like China cracks down on Western models while US companies flock to DeepSeek China combats US carrier restrictions by opening telecoms pilots to foreign outfits Beijing drops 50% foreign ownership cap to attract new investment EU reveals new plans to cut reliance on US and Chinese tech

Morgan Stanley identified 21 companies in 2026 that were specifically targeting these shortfall areas 19 of them were closely aligns with the semiconductor supply chain.

The investment banking giant also estimated that around 60% of the companies listing in 2026 contribute to China's supply-chain self-sufficiency drive, up from 41% in 2022. Are you a pro? Subscribe to our newsletter Sign up to the TechRadar Pro newsletter to get all the top news, opinion, features and guidance your business needs to succeed! Contact me with news and offers from other Future brands Receive email from us on behalf of our trusted partners
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While some restrictions have been eased during that time period, China continues to invest heavily in this market, with continued investments across key remaining areas like raw materials and manufacturing machinery.

Ultimately, years of US technology restrictions have increasingly pushed Chinese startups towards replacing that foreign technology, and even if restrictions were to stop overnight, it's likely that China could now be in a position not to need US hardware anymore anyway. Follow TechRadar on Google News and add us as a preferred source to get our expert news, reviews, and opinion in your feeds.



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Link to news story: https://www.techradar.com/pro/us-export-controls-actually-helped-china-iron-ou t-tech-supply-chain-chokepoints-report-finds


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