Thread by @wmhuo168

China isn’t decoupling from American tech—it’s torching it. Intel, AMD, ARM, Microsoft: all being erased from the Chinese stack. This isn’t trade war fallout. It’s geopolitical euthanasia.

wccftech.com/intel-has-repo…

China isn’t decoupling from WinTel. It’s purging it. Intel, AMD, ARM, Microsoft—all being wiped off the tech stack. This isn’t tactical. It’s surgical—and permanent. 1/16

Intel sealed its fate the moment it backed U.S. export bans and ratted out Huawei. Beijing saw through the illusion of “neutral vendor.” 2/16

AMD tried to play innocent, licensing x86 tech through a Chinese JV. But U.S. sanctions killed that fantasy. Guilt by association is still guilt. 3/16

In Beijing’s eyes, x86 is compromised, no matter the seller. The ISA itself is chained to American regulation and patent control. 4/16

Microsoft was never trusted. Red Flag Linux was the early rebellion. Pirated Windows in government offices wasn’t theft, it was resistance. 5/16

ARM should’ve been a neutral option. But Masayoshi Son and SoftBank turned it into geopolitical poison. 6/16

China blocked the Nvidia-ARM deal not to protect competition, but to keep yet another chokepoint out of U.S. hands. 7/16

ARM might be open-license, but its future is controlled by parties China neither trusts nor can pressure. That’s game over. 8/16

Alibaba’s T-Head cores, Loongson’s custom ISAs, Zhaoxin’s legacy base, Huawei’s evolving Kunpeng chips—it’s a domestic silicon renaissance. 10/16

The goal isn’t to beat x86 or ARM. It’s to obsolete them. Performance is secondary to sovereignty. 11/16

China’s not just replacing chips. It’s rebuilding the stack—HarmonyOS, Kylin, domestic BIOS, compilers, EDA, everything. 12/16

This is a trust war, not a tech war. And American tech lost China’s trust years ago. There’s no coming back. 13/16

Intel’s market is evaporating. AMD’s relevance is gone. ARM is tolerated only until RISC-V takes over. The collapse is engineered, not accidental. 14/16

The West calls it decoupling. China calls it independence. It’s doing it quietly, methodically, and with total state backing. 15/16

The obituary for WinTel in China has already been written. The West just hasn’t bothered to read it. 16/16