“The sanctions will definitely have repercussions and a short-term impact on Intel,” said Pareekh Jain, CEO of Pareekh Consulting. “But although rivals like AMD might see some initial benefit, eventually they will likely be targeted as well. The medium-term goal seems to be to bolster China’s domestic chip industry.”
Speculations on Chinese companies
China has been pushing for self-sufficiency in the semiconductor sector, recently urging domestic car manufacturers such as SAIC Motor, BYD, Dongfeng Motor, GAC Motor, and FAW Group to boost their sourcing of automotive-related chips from local suppliers.
“Chinese firms like Huawei and Alibaba are accelerating their investments in semiconductor technologies,” George said. “Despite these ambitions, the readiness and capability of domestic alternatives to match Intel’s offerings remain uncertain.”