📊Executive Summary

Chinese technology stocks are showing resilience despite significant U.S.-China trade tensions and tariffs. The article highlights advancements in AI and semiconductors, with companies like TSMC and SMIC making strides in chip production. SMIC has achieved 7nm chip production without banned technology, and the Chinese semiconductor industry is adapting well to export controls. The electric vehicle sector is also thriving, with BYD capturing a significant market share. These developments suggest a strong growth trajectory for Chinese tech, but procurement teams should be aware of the geopolitical risks and potential impacts on sourcing strategies....