to maintain a lead over China in advanced chip technology. While the rules immediately cut into U.S. and Chinese business revenue, they only affect firms selling the most advanced semiconductor technology, analysts pointed out.
That gap leaves a large market opportunity far more insulated from U.S. restrictions — and one that Chinese startups can tap, some venture capitalists said.Vertex Ventures China is one firm that's raised money from overseas investors to buy into the idea. In China right now, what is the disruption? The biggest disruption is the West is not going to give technology to China. We see this as the best opportunity for us."In China right now, what is the disruption?" he said. "The biggest disruption is the West is not going to give technology to China. We see this as the best opportunity for us."
He said specific areas of opportunity include chips that magnify phone signals, or control screens in cars.