Technology

Hi-tech and artificial intelligence, now the West is chasing China

However, China's path is not without obstacles, and one of its greatest weaknesses has emerged as a result of Western restrictions

by Antonino Caffo

3' min read

Translated by AI
Versione italiana

3' min read

Translated by AI
Versione italiana

Once the subject of not-so-superficial stereotypes, China now lays down the law when it comes to technological innovation. This progress, as evidenced by Harvard's Critical and Emerging Technologies Index, is fuelled by a well-defined strategy that includes the implementation of five-year plans, a massive influx of state investment and the creation of specific industrial clusters. Thanks to this approach, Beijing has already achieved remarkable milestones in areas such as biotechnology and quantum technologies, and is rapidly advancing in the fields of artificial intelligence and semiconductors. However, China's path is not without obstacles, and one of its greatest weaknesses has emerged as a result of Western restrictions. The blockade on the export of crucial chip-making technologies has revealed a deep dependence on foreign suppliers. Faced with this vulnerability, the country reacted by accelerating its reshoring strategy, investing in human capital and devoting itself to the development of entirely domestic technological solutions. A commitment evidenced by initiatives such as the quantum network connecting Beijing and Shanghai and the national 'Made in China 2025' programme.

Generative AI no longer just West

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While OpenAI and Gemini grab the headlines in the West, on the other side of the world Baidu, Alibaba and Tencent are working on large language models and image generators that benefit from access to huge datasets needed to train complex artificial intelligence systems. Platforms such as Seedream V4 and Tencent Arc represent the tip of the iceberg of a broader movement combining data availability, institutional support and a particularly dynamic research ecosystem. This combination of factors is creating the conditions for direct competition with Western solutions, not only in terms of output quality but also the speed of technological evolution. The investment in computing infrastructure and the concentration of talent in the artificial intelligence sector are fuelling a progress that is proceeding at a rapid pace, redefining the global competitive landscape of generative AI and creating credible alternatives to the models developed in Silicon Valley.

Wearable technologies

One example out of many is enough to understand how China is moving ahead in the technology sector. Huawei, after the well-known disagreements with the US administration, has been able to reposition itself as a supplier of wearable devices. The latest Huawei Watch GT 6 is a demonstration of how the Chinese giant has reached the pinnacle of combining design and hardware excellence. A watch that lasts between two and three weeks is hard to find, except in dedicated and very expensive brands. Something is still missing on the software side, at least as a wide range of choices, and it is here that Google's absence is felt most. That said, the speed at which new features are introduced and the aggressive pricing strategy of Huawei's wearables are forcing Western brands to rethink their development cycles and commercial policies.

From Huawei to Alibaba, the semiconductor race

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The chip sector represents perhaps the most ambitious and strategically important challenge for Chinese technological independence. Faced with the established dominance of Nvidia and AMD, the Beijing government has orchestrated an investment plan involving universities, research centres and private companies. Huawei's Ascend chips and Alibaba's Hanguang are not simply local solutions, but proprietary architectures designed to compete directly with market leaders. These AI processors stem from the need to reduce dependence on imports, but the ambition goes far beyond self-sufficiency. Chinese chips aim to offer superior performance-to-price ratios, as is the case with DeepSeek's AI offerings, optimised for domestic market specificities and with global aspirations.

Electric Mobility

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BYD, Nio, even Xiaomi. The Chinese automotive market today sees highly technological and competitive vehicles. China's real strategic advantage, however, lies in its almost total control over the battery supply chain, from raw materials like lithium and cobalt to the gigafactories of companies like CATL. This position gives it enormous influence and places it at the centre of the global energy transition.

The electric vehicle that marked Xiaomi's debut, known as the SU7, positioned itself from the outset as a direct competitor to the Tesla Model 3. The strategy was based on a winning combination: a dynamic, sporty design reminiscent of Porsche's sleek lines, a suite of smart mobility features and, crucially, a more affordable cost than its American counterpart. Since it was introduced to the market, the sales volume has exceeded 250,000 units.

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