Hesai Technology was blacklisted as a national security threat in 2024 by the U.S. Department of Defense, which designated Hesai as a Chinese military entity.
The designation of Hesai Technology as a national security threat in 2024 by the U.S. DoD continues to manifest as new concerns arise regarding its supply chain ties, particularly with NVIDIA.
This highlights the escalating geopolitical techno-economic competition between the US and China, specifically focusing on critical technologies like lidar and their integration into broader tech ecosystems.
US companies and their partners increasingly face scrutiny and potential blacklisting for engagements with Chinese firms deemed national security risks, forcing strategic recalculations in supply chains and partnerships.
- · US defense contractors
- · Non-Chinese lidar manufacturers
- · US technology companies with domestic supply chains
- · Hesai Technology
- · Nvidia (indirectly)
- · Chinese technology exports
- · US companies with deep China supply chain integration
Increased pressure on Nvidia and other allied companies to decouple from Chinese suppliers designated as security risks.
Accelerated development and adoption of alternative, non-Chinese lidar and critical technology suppliers in Western markets.
Further fragmentation of the global technology supply chain, leading to higher costs and potentially slower innovation in some areas due to redundant efforts.
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Read at CNBC — Technology