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Global firms increasingly rely on Chinese tech in AI, EV batteries, and automotive software despite US restrictions.

Market News
13 Aug 2026
CNBC
View Source
Bullish
Global firms increasingly rely on Chinese tech in AI, EV batteries, and automotive software despite US restrictions.

Global companies are integrating Chinese technology in key sectors like artificial intelligence, electric vehicle batteries, and automotive software due to China's technological advances, scale, and supply-chain depth. Despite US efforts to curb China's tech ambitions through blacklists and export controls, firms like Apple, Ford, and Volkswagen collaborate with Chinese companies such as Alibaba, CATL, and Xpeng. This shift reflects a structural change where China is not just a market but a vital source of innovation and supply, particularly in EV batteries where switching suppliers is complex. Geopolitical risks persist, especially in semiconductors and national security-related tech, but adoption is expected to grow pragmatically across various industries globally.

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