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China’s Growing AI and Semiconductor Workforce: A New Chapter in Tech Rivalry

June 11, 2025

In 2019, Jack Wang set out to study microelectronics at a leading Chinese university—a decision made at a time when trade tensions between China and the United States were heating up. Specialising in microchip design and manufacturing, his choice has turned out to be particularly timely, aligning perfectly with China’s efforts to strengthen its semiconductor industry and stay ahead in the tech race.

Wang recalls that when he started, the promise of the AI industry was already being felt. He noted, “I realised that this industry was booming, and AI had been kind of popular back then – it just wasn’t as capable as it is today.” His experience mirrors the broader industry transition: what began as an experimental field has steadily become the backbone for innovation, especially in artificial intelligence.

The same year Wang enrolled, the Chinese Ministry of Education approved AI majors at 35 universities. This move was part of a larger strategy, following a 2018 plan to position China as a global leader in AI talent by 2030. Fast-forward to today, and over 535 universities across the country now offer AI-related programmes. According to Morgan Stanley, nearly half of the world’s leading AI researchers call China home.

For anyone following global tech trends, this development underscores how a significant pool of talent can reshape industries and geopolitical power dynamics. If you’ve ever wondered how educational policy and industry growth go hand in hand, China’s case offers a clear and compelling example. It shows that nurturing homegrown expertise isn’t just about academic pride—it’s a practical strategy to compete on the world stage.

This transformation in China’s tech landscape serves as a reminder that strategic long-term investments in education and industry can yield impressive competitive advantages. For those of us keeping an eye on global innovation, it’s a trend worth watching closely.

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