US export curbs have reshaped China’s tech scene around ‘chokepoints’: report

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U.S. export controls on China have increased the supply chain pressure on China’s technology industry at key stages, prompting domestic efforts to accelerate technological self-reliance and industrial restructuring.

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S SCMP Tech en 2026-09-03 09:29

Chinese technology companies, in their efforts to go public, are increasingly focusing on areas in Beijing where they aim to reduce their dependence on foreign technologies. U.S. export controls have reshaped the list of companies eligible for listing on China’s stock market. According to Morgan Stanley’s report, about 20% of companies listed on Shanghai’s Science and Technology Innovation Board this year are dedicated to addressing key technological “challenges” facing China, compared to only 8.1% in 2022.