June 22, 2026 09:07 AM GMT Tracking China's Semi Localization | Asia Pacific Raising China AI GPU TAM on recent geopolitical dynamics The recent tightening of US export controls for China's overseas entities may create a new TAM for China's AI GPU. Recent news regarding halting of AI chip shipments to Chinese firms outside of China poses a 'bull case' scenario for China AI GPU: in early June, news reported that the US Department of Commerce had moved to close a potential loophole that may have led companies ...