China declares it is now the leading global chipmaking power — mainly because it just changed the definition of what a semiconductor is
THE SO WHAT
China broadening its 25-year-old chip law to include photonic and quantum designs is a framing move—Beijing is staking a claim to 'leadership' in next-wave compute even while it plays catch-up on advanced CMOS. For operators, this is a regulatory tell: expect more policy, subsidy, and export-control friction around non-electronic compute paths that used to sit outside the semiconductor fight.
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